Fractional CFO Services · $1M–$30M Stage
Series A Financial Preparation Built for Investor Diligence
Series A financial preparation starts before investors begin diligence. Series A prep, clean books, and CFO-level reporting — built for companies in the $1M–$30M zone preparing to raise their next round of capital.
The Series A Financial Preparation Challenge
Series A Investors Ask Specific Questions.
You are preparing for your Series A.
The questions investors ask are specific — about unit economics, revenue quality, cash runway, and financial controls.
Most early-stage teams are not ready. Not because the business is weak, but because the financial infrastructure has not kept pace with the company's growth.
That is a solvable problem — if you address it before the process begins
What Adea Builds For You
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GAAP-compliant books — reconciled and investor-defensible
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A financial model built around your business model and growth assumptions
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Board reporting package aligned to Series A investor expectations
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Data room preparation — organized, complete, and diligence-ready
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12–24 month forward forecast with scenario modeling
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CFO support through investor conversations and term sheet negotiations
Services
Built for the Pre-Round Moment
Our Series A financial preparation process is designed to help companies enter diligence with clean reporting, defensible forecasts, and investor-ready financial infrastructure.
01
Financial & Operating Model Build
We audit your current financial state, close any GAAP gaps, rebuild your financial model, and prepare the full documentation package investors will request in a Series A diligence process. Timeline: 60–90 days.
02
Board Reporting Setup
We design and implement a monthly board reporting system that gives your investors the financial visibility they need — KPIs, actuals vs. budget, cash position, and forward forecast. Built to scale as you grow.
03
CFO-on-Demand
A senior Adea CFO available for investor calls, board meetings, and strategic finance questions — on a fractional basis. You get CFO-level judgment when you need it, without a full-time executive cost.
Client Result · Series A
"Adea took us from scattered financials to a complete investor package in under 90 days. Our lead investor commented specifically on the quality of our financial reporting — that level of preparation made a real difference in how the process moved."