Dana Whitfield

Results

Numbers that changed the decision.

A fractional CFO is only worth it if the work shows up in the bank balance and the boardroom. Here is what that has looked like for founder-led companies I've worked with.

$41M
Raised by clients I've prepared for diligence
+11pts
Average gross-margin improvement after a pricing rebuild
6 mo
Typical runway added by tightening cash and spend
100%
Of retainer clients still founder-led and growing
Founder reviewing a cash forecast

SaaS · $6M ARR

From "we think we're fine" to a Series A term sheet

A founder-led SaaS company was growing fast but flying blind on cash and unit economics. We built a 13-week cash model, rebuilt the forecast, and assembled a diligence-ready data room.

  • Closed a $12M Series A inside four months
  • Investors signed off on the model with zero re-forecasts
  • Founder walked into the board meeting knowing every number
Team reviewing pricing and margin

Services firm · $14M revenue

Found the work that was quietly losing money

A professional-services firm was busy but barely profitable. We built unit economics by service line and client, then rebuilt pricing around the work that actually paid.

  • Gross margin up 11 points in two quarters
  • Dropped three unprofitable service lines without losing revenue
  • Owner took the first real distribution in three years
Finance dashboard on a laptop

Consumer brand · $22M revenue

Six months of runway, found in the numbers

A consumer brand was heading toward a cash crunch nobody had modeled. We mapped the lowest cash day, renegotiated terms, and rebuilt the spending plan around it.

  • Added roughly six months of runway without a raise
  • Replaced spreadsheet guesswork with a board-ready KPI pack
  • Lender extended the facility on the strength of the reporting

In their words

"Dana gave me numbers I actually trusted for the first time. Our raise closed faster because the model held up in diligence."

Founder & CEOSaaS, $6M ARR

"We thought we had a growth problem. Dana showed us we had a pricing problem — and fixed it. Margins have never been healthier."

Managing PartnerServices firm, $14M

"Two days a week, but it felt like having a full CFO in the room. Our board meetings went from stressful to boring, in the best way."

Co-founderConsumer brand, $22M

Your turn

What would these numbers look like for you?

Book a 30-minute intro call and we'll talk through where your numbers are today and the single highest-leverage place to start.