10% off first year contract

The 10% discount applies to the first year of service for new FSM clients only and is not available to existing or prior customers. To qualify, clients must sign a minimum twelve-month service agreement and be a Founder Shield referral.

About FinStrat Management

FinStrat Management (FSM) is a strategic finance partner for venture-backed startups, providing institutional-grade financial infrastructure without the cost of a full in-house team. We serve founders from pre-seed through Series B across industries nationwide. To date, we’ve helped clients collectively raise over $500M in financing. Our model pairs fractional CFO leadership with full back-office execution, giving founders one trusted partner to handle finance and accounting end-to-end so they can stay focused on building.

Our services span CFO advisory and FP&A, accrual-based monthly closes and financial reporting, financial modeling and forecasting, investor reporting and board materials, and full back-office operations including payroll, A/R, A/P, and expense management. We also provide cap table management via Carta and coordinate audit and tax workstreams. Each client engagement is led by a dedicated CFO with a supporting team of controllers, accountants, and analysts, ensuring continuity and depth of bench at every stage of growth.

Founders working with FSM get investor-ready financials from day one, clean books that hold up to diligence and insurance underwriting, and access to a network of 300+ VCs, advisors, and fellow founders. We are SOC 2 Type 2 certified and deeply familiar with the standard startup tech stack including QBO, Stripe, HubSpot, Ramp, Bill.com, Gusto, and Carta. Beyond the numbers, we view ourselves as an extension of the founder’s team, providing the strategic guidance and operational rigor needed to scale efficiently and raise on favorable terms