Accelerate Your Growth With Financial Clarity

We help founders build investor-ready financials that tell a story - without hiring a full-time CFO. From strategic modeling to scalable systems, FinStrat equips you with the insight and infrastructure you need to grow confidently in weeks, not months.

University & Accelerator Partners

We proudly support founders and startups from top university and accelerator programs, providing the financial foundation needed to scale responsibly.

Scope

Everything you need to close your next round: financial models that investors trust, pitch guidance from former operators, and the tech stack needed to scale for your next round.

ACCOUNTING
Accrual Accounting
Balance Sheet Reconciliation
P&L Review
Financial Statements

BACK OFFICE
A/R
Collections
A/P
Payroll
Cash Flow Management
Expense Reimbursement

FF&A
Budgeting
Forecasting
Resource Planning
Insurance Management
Financial Analysis and Advisory
Pro Forma Statement
KPI Dashboards

TAX
1099 and Sales Tax Reporting
Business Tax Returns

Accelerate Tier Solutions

Quarterly CFO Office Hours

Get 1-on-1 time with experienced CFOs and other executives who've helped companies raise $500M+. Ask anything from cap table questions to hiring.

Financial Model

Access to our standard financial models and our Director of FP&A to helps guide strategic business decisions using financial data to forecast, budget, plan, and analyze performance to construct a financial narrative that is both accurate and resonates with investors.

Pitch Book Guidance

We review and refine your pitch deck to give you clear, actionable feedback on what investors will challenge. From your story and GTM strategy to your unit economics and projections, we help you build a deck that holds up in the room.

Tech Stack

We onboard the latest accounting and finance tools that serve as the foundation for future growth, including free cap table management through Carta for those w/ <$1M of funding and less than 25 stakeholders OR 20% off first year license fees.

Networking

We’ll make introductions to our vast network of founders and investors who can provide timely advice, mentorship, and guidance on navigating the early-stage.

Preparation for the Future

Next Round Prep: We help you build the financial foundation for your Series A—clean books, accurate metrics, and the diligence materials investors will request before they write the check.

Efficient Finance for Growth

A full-time CFO costs $200K-$400K/year plus equity. According to NOW CFO, businesses save 30-40% by using fractional CFO resources. Our Accelerate Tier gives you CFO-level expertise at a fraction of the cost, with pricing designed specifically for pre-seed and seed-stage companies.

Accelerate Tier Advisors

We pair our "Accelerate" clients with industry leaders who are invested in your success. Get to know the executive team available to support you and provide personalized insights for your unique journey.

Kristian Marquez, CFA

Founder & CEO, CFO

Dan Weise

Chief Financial Officer

Derek Albanese

Chief Financial Officer

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Adam Chen, MBA

Chief Revenue Officer

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Jennifer Bierds

Chief of Staff

Olivia Ingram

Head of Platform & Customer Success

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Moishe Brown

Head of Talent Acquisition

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Abigail Hodges

Head of Engineering

WHY FINSTRAT?

Accurate and Timely Financials

Most fractional CFOs are generalists or focus on late-stage companies. We specialize in early-stage technology companies—understanding the metrics, milestones, and unit economics that matter most when you're raising capital, finding product market fit, or scaling up.

Board Readiness and Representation

Feature our financial leadership, FP&A and CFO's experience on your website and marketing materials, plus have the support for at your board meetings equipped with clean and accurate financial dashboards and the expertise to answer questions and back up the numbers.