How We Work With You

A clear path from first call to ongoing support

Engaging a strategic finance partner shouldn’t be confusing, or high risk. At Startup Partners, we make it simple to get started, deliver value fast, and scale support as your business grows. Here’s how it works:

Step 1: Intro Call (No cost)

We start with a 30-minute conversation to understand your business, challenges, and goals. This isn’t a sales pitch. It’s a collaborative session to assess whether we’re the right fit and how we can help.

Step 2: Startup Finance Snapshot ($2,500 Fixed Fee)

This is your no-risk entry point. We review your current financial state and deliver:

• A cash runway assessment

• Burn rate analysis

• Early-stage financial model review (or creation, if needed)

• Red flags and near-term recommendations

• Optional: Diligence readiness check (for fundraising-stage companies)

You’ll walk away with clarity—and a practical action plan—regardless of whether we continue working together.

Step 3: Ongoing Engagement (Monthly, Flexible Scope)

If we’re aligned, we move into a tailored monthly engagement. We’ll scope the right level of involvement—from fractional CFO time to accounting and FP&A support—based on your stage, needs, and internal resources.

• Flexible scope

• Transparent time-based pricing

• No long-term lock-in

• Designed to scale with you

Step 4: Add-On Projects as Needed

When your startup hits inflection points - fundraising, diligence, M&A prep, budgeting season—we can layer in targeted support to get it done right. No need to expand headcount or bring on new vendors.

We’re not just advisors. We’re your finance partner.
Start with the Finance Snapshot, and decide from there. No pressure. No hard sell. Just honest, high-impact support from people who understand startups.