Job Description
I’m looking for an experienced fractional CFO or startup finance expert to help tighten and elevate the financial and strategic story for my early-stage digital health company.
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About the Business
I’m building a digital health platform focused on subscription-based care navigation and support. We connect families with trusted support professionals and offer layered subscription tiers with different levels of access and services.
I already have a draft business plan, grant application, and initial pitch deck, but I need someone to go through everything with a fine-tooth comb and transform it into a cohesive, investor-ready package.
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Scope of Work
1. Business Plan & Financial Narrative
• Review existing materials (business plan, grant application, initial slides).
• Refine and align the business model, revenue streams, cost structure, and growth assumptions into a coherent, compelling story.
• Strengthen go-to-market strategy, competitive analysis, unit economics, and milestone roadmap from a financial perspective.
2. Interactive Financial Model (5-Year Projections)
• Build or significantly refine a robust, dynamic financial model in Excel or Google Sheets.
• Include:
• Revenue by segment/tier
• COGS, operating expenses, and headcount plans
• Cash flow, runway, and funding needs
• Model must be interactive so assumptions (pricing, churn, CAC, volume, staffing, etc.) can be adjusted live during pitches.
• Incorporate sensitivity and scenario analysis (conservative / base / aggressive).
3. Pricing Strategy for Subscription Tiers
• Review current subscription tier structure (low / standard / premium–concierge).
• Set pricing and inclusions based on:
• Unit economics
• Market norms in digital health / care navigation
• Scalability and margin goals
• Convert pricing strategy into clear messaging for partners and investors.
4. Investor-Ready Pitch Deck
• Refine the existing slide deck (or rebuild if necessary).
• Ensure the story and numbers are tightly integrated:
• Problem & solution
• Market size
• Business model & pricing
• Traction
• 5-year projections & funding ask
• Create clean, investor-ready charts and visuals using data from the financial model.
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You will not be starting from scratch — but I need someone who can challenge assumptions, identify gaps, and elevate the narrative and financials into a crisp, investor-ready package.
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Collaboration & Process
1. Initial Meeting (Zoom/Google Meet)
• Walkthrough of the business, model, and vision
• Share documents (grant application, business plan, deck, notes)
• Align on scope, workflow, and timelines
2. Deep Dive & Build Phase
• Detailed review of all materials
• Ask clarifying questions
• Begin refining the narrative, pricing, and financial model
3. Review & Iterate
• Walk through the model and deck together
• Complete 1–2 rounds of revisions to finalize deliverables for investor use
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Budget
• $1,500–$2,000 total project budget
Please include:
• Proposed fixed fee within this range
• What’s included (number of revisions, calls, etc.)
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Ideal Candidate
• Proven experience as a fractional CFO, startup finance lead, or FP&A lead
• Strong track record with early-stage startups, especially in healthtech, digital health, or subscription/SaaS models
• Deep expertise in:
• Financial modeling & projections
• Pricing strategy
• Investor storytelling
• Designing or structuring pitch decks
• Able to turn complex financials into clear, compelling narratives
• Comfortable offering strategic insight — not just spreadsheet building
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If you love pairing financial rigor with clean, compelling storytelling — and enjoy working as a true thought partner — I’d love to connect.
Apply Now
Apply Now