Financial Services

CFO Services

During the early stages of a company’s growth, having a full-time CFO is often a cost-prohibitive endeavor. Venture First's outsourced CFO services allow growing ventures to punch above their weight in financial competency.

How We Help

A company’s financial model serves as the cornerstone of its business planning and capital raising activities. Venture First enables both management and potential investors alike to develop a clear understanding of where the business is headed and what the respective capital needs will be at various points of its plan.

Financial Modeling/Forecasting

Pitch Deck Development

Data Room Management

Cap Table Management

Scorecard Development & Management

Monthly Financial Reviews

Shareholder/Board Reporting

A Partner for Every Point

Venture First's CFO Services offer expertise at all stages.

New Venture

Starting a company is hard. We’ve enabled hundreds of founders to succeed by arming them with robust financial models to understand cash needs, beautiful pitch decks to impress investors, and strategy consulting on raising capital, customer discovery, product development, and more.


As your CFO & finance department we are in the trenches with you, preparing financial statements, managing cash flows, and working directly with you to improve margins, avoid obstacles, and reach compelling milestones to take your company to the next level.


Company maturity can be an exciting, and sometimes treacherous time. This part of the business lifecycle is typically associated with new responsibilities. These include board reporting, annual budget preparation, audit defence, etc. Strong financial leadership is key when navigating these new, unfamiliar waters.


With only 31% of exit deals generating investor value (2017 KPMG Study), there’s a lot at stake, and tensions tend to run high. We know how support management teams as their CFO in even in the the most complex transactions. It’s what we do, it’s where we shine.

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