CFO Advisory Services

Convoy Finance offers strategic CFO advisory services that evolve alongside growing businesses, providing full finance leadership support from experts who understand how to accelerate companies to their next growth stage.

Monthly CFO Advisory

Starting at $3,500/month, the ongoing CFO advisory service includes comprehensive budgeting and forecasting, investor and board reporting, and specialized Web3 financial services. Clients receive strategic finance guidance tailored to their growth trajectory and industry-specific challenges.

Fundraising Strategy

Starting at $5,000 per engagement, fundraising support services help companies prepare for and execute capital raises. Services include fundraising strategy development, cap table management, and Web3-specific fundraising considerations including token-based financing structures.

M&A Advisory

Starting at $10,000 retainer, M&A advisory services cover comprehensive preparation for acquisitions or sales, including due diligence support, financial package preparation, and strategic transaction guidance.

Strategic Value

The CFO advisory practice empowers founders with strategic finance support that informs and enables growth at every stage. From early-stage startups through companies preparing for acquisition or going public, the service provides sophisticated, invested CFO experience typically only available to larger organizations.

Web3 Focus

Particularly valuable for Web3 companies requiring expertise in token economics, multi-entity structures, and the unique financial reporting requirements of blockchain-based businesses.