• We partner with Startup CEOs to optimize cashflow, accelerate growth and be ready for exit

    As a Fractional CFO we are your partner to define business goals and implement changes to achieve them

  • What We Do

    We work with startup CEOs and founders to define business goals and implement changes to achieve them

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    Neeta Shah, Founder of Startup CFO Solutions

    Neeta is passionate about all things start up and as a result, partners with CEOs and founders to optimize cash flow, accelerate growth and be ready for exit. She strongly believes in promoting women in tech and business, and as such works extensively with women-founded businesses and non profits. She created the Prowess Program, which gives fund raising support to female founders.

     

    Neeta has 20 years of global experience in finance, FP&A and operations, whilst leading teams, rolling up her sleeves and delivering high impact results. She began her career at PricewaterhouseCoopers' Assurance and Advisory services in London and Sydney. She subsequently joined BlackRock in London and later New York, where she worked on Finance initiatives for the Technology business. She also worked with Citigroup's Global Consumer Bank Finance, based in New York and focused on digitization and automation.

     

    Neeta has a BSc in Economics from the London School of Economics, is a chartered accountant with the Institute of Chartered Accountants in England and Wales and is a CFA charterholder.

  • Services

    As a Fractional CFO we are your partner for growth, from formation to exit

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    Fund Raising

    We are there every step of the way

    • Develop financial models, business plans and pitch decks 
    • Strategize about funding sources and types (Equity, SAFEs, Convertible Notes, Debt)
    • Oversee due diligence and contract negotiation
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    Financial Strategy

    We enable strategic decision making

    • Set up business intelligence and reporting
    • Set up KPI dashboards
    • Develop a strategic plan
    • Executive decision support  
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    Corporate Transactions

    We prepare you for M&A activity

    • Analyze opportunities and advice on alternatives
    • Build a transaction preparedness plan
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    Forecasting

    Get to where you want to be

    • Build short term and long term budgets and forecasts
    • Draw up a blueprint to get from today to future goals 
    • Scenario analysis
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    Supporting growth

    We drive operations for success

    • Cashflow management strategies
    • Hiring team members
    • Marketing ROI analysis
    • Operational systems and process optimization
    • International expansion
    • Vendor contract negotiation

  • Who we Work With

    We have partnered with companies and leaders across industries

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  • Contact Us

    We would love to learn about you and your business

    Los Angeles, California
    +1 (917) 929- 1969
    +1 (917) 929- 1969
    info@startupCFOsolutions.com

  • Blog

    Get to know us

    Should you have a remote or in-office team?
    2023年10月3日
    This is a decision which will impact your business significantly. Deciding between an in-office or all-remote set up can make a huge difference to the financial path of your company. Whether you opt for an in-office or remote team operating model, various costs and financial impacts need to be...
    4 Focus Areas for Forecasting Cash Flow
    2023年9月19日
    Cash is king and cash flow forecasting is important for your business. Use it to get insight into cash runway, which is how many months of cash you have remaining, as well answer key questions such as where you need to reduce overheads, when to invest, what sales increases you need.   Here...
    Top 3 Assets All Companies Should Be Investing In
    2023年9月12日
    What are the top 3 assets ALL companies should be investing in so that they can achieve continued growth and success? Read on to learn more. 1. Customers Invest time and money in getting to know your customers by talking to them and learning about how their needs are evolving. One way to do...
    Negotiating Lending Agreements
    2023年9月5日
    Entering into lending agreements is a great opportunity for startups as it will provide access to capital to grow your business. Once you have identified a lender, a facility and are in the negotiation stage, pay close attention to these four critical areas: Be prepared to produce forecasts....
    Avoid These Potentially Fatal Cap Table Mistakes
    2023年8月1日
    Using ownership, or equity, in your startup as a way to raise capital and bring on the right talent has many benefits. It means you don’t have to use cash and aligns incentives on the success of the company. Here are some do’s and don’ts around giving away a piece of your company. When raising...
    Three Ways to Bring the Right Marketing Resources Into Your Business
    2023年6月27日
    For effective marketing, you’ll have to have a budget and resources, which includes people and technology and other supplies. People-wise, marketing skills can vary a lot. Many businesses these days tend to need marketing skills in the digital space, but even when you think about digital...
    How and Why to Measure Through Your Entire Marketing Funnel
    2023年6月20日
    When you’re growing a brand, a customer base and a business, marketing will likely be one of your biggest spend items. You want to understand your buyer’s high-priority needs, then tie your product’s unique features to solve their most important problems. When you do that, you’re able to...
    How to Communicate With Your Employees About Equity — in Ways They’ll Understand
    2023年6月13日
    We wrote about “The Why, How and Who of Including Equity in Your Comp Plan.” Now that you’ve decided to offer equity, remember this: The whole topic of equity and stock options is somewhat complicated and potentially confusing, so be sure to be transparent and clear when communicating about it...
    The Why, How and Who of Including Equity in Your Comp Plan
    2023年6月6日
    Including equity in your compensation plans is always a good idea, especially for startups. Not only will employees and potential employees expect it, but it buys you quite a few benefits when cash is low at the early stages of your company. Why should you include equity in your comp plan? ...
    How to Structure Your Startup’s Sales Compensation Plan
    2023年5月30日
    Sales commissions are a hefty cost item for startups, because sales is so important at this stage of a company. Since you’re going to have to spend money to make money, make sure you are spending it wisely. When you’re coming up with sales comp or commission plans, the most important thing you...
    The Actual Cost of Hiring Employees: 4 Hidden Areas to Consider
    2023年5月23日
    According to Payscale, the average base salary for a startup employee is $106,000 per year plus a $9,000 bonus. But hiring an employee will cost you a lot more than their salary. Some costs are “hidden,” even though they’re right there in plain sight. If you don’t think about these expenditures...
    Paying Your Board Members: How and How Much?
    2023年5月16日
    Paying Your Board Members: How and How Much? Did you expect qualified people would join your board for their own edification? You’re not alone in that thinking, but that’s not how it typically works. When you’re hiring board members, they’ll generally expect some kind of compensation, which...
    Get More Value From Your Board in 3 Steps
    2023年5月9日
    Having a strong board is essential for a successful startup. Make sure you are select board members that reflect the right experience from industry, regional and operational perspectives for the business. For example, if you’re in health tech, having board members familiar with the health...
    More Structure, Less Stress: Five Things to Include in Your Board Reports
    2023年5月2日
    If you’re a CEO with a board meeting next week, you are, most likely, stressed. In fact, your whole organization has probably been spending too much time preparing your board report. You’ve involved a lot of people from the business, which will detract from actually running the business. It’s a...
    Four Essential Tips for Managing Your Board
    2023年4月11日
    If you have VC funding, your investors will want to be part of your board of directors. That means you’ll need to have one! Even if you’re not funded, you could equally decide to have a board because of the other benefits it can bring to your organization. A good board gives the CEO a chance...
    Five Things to Do Immediately AFTER You’ve Raised Funds
    2023年4月4日
    According to CBInsights, the top reason startups fail is because they “ran out of cash and failed to raise new capital.” In fact, 38% of startups fail for this reason. But you’ve successfully raised funds for your company. You’ve done what more than a third of other companies couldn’t. You’ve...
    Choosing Your Bank Wisely: 3 Questions to Ask
    2023年3月28日
    What’s more important to you: white-glove service or financial safety? From a CFO’s point of view, a higher level of personal service is just not worth the risk of losing your money. Many startups and VCs liked the level of service offered by Silicon Valley Bank and similar financial...
    Three Immediate Impacts for Startups to Consider in the Post-SVB World
    2023年3月21日
    As many startups breathe a collective sigh of relief that their Silicon Valley Bank (or other bank) deposits are being made whole, it’s important to consider the ongoing impacts of the banking failure on your company. The uncertainty and the fear may be subsiding, but you can’t simply continue on...
    Five Things to Understand About Your Business BEFORE You Start Fundraising
    2023年3月7日
    Five Things to Understand About Your Business BEFORE You Start Fundraising You’ve made the decision to raise outside funds for your business (which means you surely have read “When, Why and How to Raise Outside Capital for Your Business”). Before you go out to actually ask for money, you want...
    How to Choose the Right Outside Funding for Your Business
    2023年2月21日
    How to Choose the Right Outside Funding for Your Business One of my clients invested their own funds and some family funds in their local food-delivery business, and it was growing well. They realized they would grow even more if they could get into more national partnerships and distributions....
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