Finance insights forAI companies
Start with the finance decision in front of your team. These guides cover fractional CFO leadership, planning, AI economics, fundraising preparation, and the reporting systems that support management decisions.
19 entries
Choose finance leadership
Decide when a fractional CFO is useful and how the role fits with an accountant, controller, or permanent CFO.
OCT 24
When an AI Company Needs a Fractional CFO
Decide whether your AI company needs a fractional CFO, a controller, a focused finance project, or a full-time leader, using the work that needs an owner.
AI & TECHNOLOGY FINANCE
OCT 15
Fractional CFO vs. Accountant for an AI Company
Decide whether your AI company needs a broader accounting scope, a fractional CFO retainer, or a defined finance project.
AI & TECHNOLOGY FINANCE
OCT 13
Fractional CFO vs. Controller for an AI Company
Decide whether your AI company needs accounting leadership, recurring finance decisions, or both. Compare the work, handoff, and scope to request.
AI & TECHNOLOGY FINANCE
OCT 09
Fractional CFO vs. Full-Time CFO for an AI Company
Compare fractional and full-time CFO support for an AI company using workload, decision ownership, availability, and handoff criteria.
AI & TECHNOLOGY FINANCE
Model cash and decisions
Connect the financial model, runway forecast, and scenarios to operating choices.
OCT 31
How to Build a Financial Model for an AI Company
Connect AI customer contracts, product usage, delivery cost, invoicing, and cash in a management financial model with a source check and scenario review.
AI & TECHNOLOGY FINANCE
NOV 11
Cash Runway Planning for an AI Company
Forecast an AI company's cash runway from bank cash, dated collections and payments, model usage, and commitments. Find the first cash-floor breach, including within a month.
AI & TECHNOLOGY FINANCE
OCT 27
Financial Scenario Planning for AI Companies
Build AI company financial scenarios from revenue, delivery costs, and cash. Set decision triggers for hiring, capacity, and fundraising preparation.
AI & TECHNOLOGY FINANCE
Understand AI economics and pricing
Trace delivery costs to customers and test pricing against margin and usage.
NOV 03
AI Unit Economics: Measure Cost per Successful Workflow
A CFO method for tracing model, cloud, review, and customer delivery costs to successful AI workflows and reconciling the result to reported gross margin.
AI & TECHNOLOGY FINANCE
OCT 28
AI Pricing Strategy: Test the Contract Against Cost to Serve
A finance-led review of AI pricing metrics, included usage, delivery costs, and contract exceptions before management approves a customer offer.
AI & TECHNOLOGY FINANCE
Prepare for fundraising
Organize the company’s model, materials, use of funds, management answers, and diligence evidence before a financing process.
SEP 13
How to Prepare an AI Company for Fundraising
The financial model, KPI history, investor materials, use-of-funds plan, and diligence preparation an AI company should own before starting a financing process.
AI & TECHNOLOGY FINANCE
SEP 13
AI Startup Investor Deck: The Finance Slides That Need to Hold Together
How to connect traction, revenue quality, AI unit economics, the forecast, and use of funds in an investor deck that management can defend.
AI & TECHNOLOGY FINANCE
SEP 23
Use-of-Funds Analysis for an AI Company
How to build a use-of-funds analysis that ties funding to milestones, headcount, and model costs, and that management can defend in diligence.
AI & TECHNOLOGY FINANCE
OCT 25
Investor Meeting Preparation for AI Companies: Financial Q&A
A management-led financial Q&A preparation guide for U.S. AI companies: reconcile the model, define metrics, test downside cases, and rehearse answers before investor meetings.
AI & TECHNOLOGY FINANCE
NOV 13
Investor Diligence Preparation for an AI Company
Build a company-owned evidence register for financial, customer, and AI product claims before investor diligence. Check definitions, source records, and response ownership.
AI & TECHNOLOGY FINANCE
Build the finance function
Define KPIs, make board and management reporting repeatable, explain variances, and sequence systems and hires.
NOV 14
Financial KPIs for AI Startups: What to Track First
Start with committed revenue, variable usage, delivery margin, and dated cash. See when to add retention, acquisition, or workflow cost measures.
AI & TECHNOLOGY FINANCE
SEP 14
AI Company Board Reporting: A Decision-Ready Pack
A practical board pack structure for AI companies: decisions, revenue and delivery costs, cash scenarios, hiring, and a clear reporting handoff.
AI & TECHNOLOGY FINANCE
SEP 24
Variance Analysis for an AI Company
How to structure and present budget-to-actual variance analysis for an AI company, covering revenue, cost-of-revenue, and headcount variances.
AI & TECHNOLOGY FINANCE
NOV 05
Finance Systems for an AI Company: When to Change the Process or the Tool
A finance-systems decision guide for U.S. AI companies: trace source records to reporting, assign owners, and decide when a spreadsheet or accounting system needs to change.
AI & TECHNOLOGY FINANCE
OCT 26
Finance Team Design for an AI Company
Assign accounting, planning, and finance leadership by recurring work, then decide when an AI company needs a hire, a project, or a fractional CFO.
AI & TECHNOLOGY FINANCE
Fractional CFO support
Explore fractional CFO support or corporate finance projects. If your team needs help, describe the decision and the work already in place.