For Seed to Series A startups; raise/debt/board upcoming; runway week-to-week

Axiom FP&A Sprint — 14–28 Days to Runway Clarity

- Know your runway (and your levers) with numbers you can run weekly—not monthly.

- A fixed-scope Sprint to install a simple finance cadence: forecast, KPIs, and a board-ready narrative.

Board-ready runway snapshot (illustrative; not client data)

Book 30-Minute Finance Check

When a Sprint is the right fit

• Runway changes week to week, but your “forecast” is a monthly spreadsheet

• KPIs aren’t defined consistently (different answers depending on who you ask)

• Board / raise / debt conversations are coming, but the narrative doesn’t match the numbers

• Too much time goes to reconciliation; not enough goes to decisions

Stop operating off stale numbers.

If runway changes week to week—but reporting is still monthly—decisions slow down and board prep becomes guesswork. The Sprint installs a weekly cadence so the numbers and narrative stay aligned.

What you get in 2–4 weeks

12–18 month runway & cash forecast with scenarios + a weekly update workflow

Single source of truth for KPI definitions + unit economics

Investor/board-ready 10–12 page board pack template + weekly commentary structure

Board-ready runway snapshot (illustrative; not client data)

The Principal

Albert Lee — Ex‑PwC | Chicago Booth MBA Candidate. I help growth-stage teams move from monthly reporting to a weekly operating cadence with runway clarity, standardized KPIs, and an investor/board-ready board pack.

Book 30-Minute Finance Check

How it works

Engagement & Deliverables

01

Board-grade dashboards

High-fidelity, dark-themed, real finance metrics—LTV/CAC, burn, margin, cohort trends, and scenario models. Delivered on day one.

01

Board-grade dashboards

High-fidelity, dark-themed, real finance metrics—LTV/CAC, burn, margin, cohort trends, and scenario models. Delivered on day one.

01

Board-grade dashboards

High-fidelity, dark-themed, real finance metrics—LTV/CAC, burn, margin, cohort trends, and scenario models. Delivered on day one.

02

Engagement tiers

Sprint implementation (2–4 weeks). Ongoing retainer for refresh, reporting, fundraising prep, and strategic sessions. Direct access to your dedicated elite Finance Partner—no bureaucracy.

02

Engagement tiers

Sprint implementation (2–4 weeks). Ongoing retainer for refresh, reporting, fundraising prep, and strategic sessions. Direct access to your dedicated elite Finance Partner—no bureaucracy.

02

Engagement tiers

Sprint implementation (2–4 weeks). Ongoing retainer for refresh, reporting, fundraising prep, and strategic sessions. Direct access to your dedicated elite Finance Partner—no bureaucracy.

What you'll get

Everything Your Board Expects, Nothing You Don't Need

12-18 months Runway & Cash Forecast

Lightweight automated 12–18 month rolling cash forecasts with scenario modeling for continuous runway visibility

12-18 months Runway & Cash Forecast

Lightweight automated 12–18 month rolling cash forecasts with scenario modeling for continuous runway visibility

Unit Economics Engine

A standardized Unit Economics engine providing real-time SaaS metrics from a single source of truth.

Unit Economics Engine

A standardized Unit Economics engine providing real-time SaaS metrics from a single source of truth.

Investor-Ready Board Pack

Investor-ready, 10–12 page board deck templates with integrated KPIs and strategic variance commentary.

Investor-Ready Board Pack

Investor-ready, 10–12 page board deck templates with integrated KPIs and strategic variance commentary.

Lightweight Automated Data Layer

Lightweight data automation layers that eliminate manual cleanup and ensure seamless team handoffs.

Lightweight Automated Data Layer

Lightweight data automation layers that eliminate manual cleanup and ensure seamless team handoffs.

12-18 months Runway & Cash Forecast

Lightweight automated 12–18 month rolling cash forecasts with scenario modeling for continuous runway visibility

Unit Economics Engine

A standardized Unit Economics engine providing real-time SaaS metrics from a single source of truth.

Investor-Ready Board Pack

Investor-ready, 10–12 page board deck templates with integrated KPIs and strategic variance commentary.

Lightweight Automated Data Layer

Lightweight data automation layers that eliminate manual cleanup and ensure seamless team handoffs.

Get Started

Book 30‑Minute Finance Check

Identify red zones, boost board confidence, and automate finance ops.

Book 30‑Minute Finance Check