Northpeak AdvisorySan Francisco · New York · RemoteNow onboarding Q3
Fractional CFO & financial advisory

Financial clarity for growing companies.

Forecasting, fundraising and fractional CFO leadership — so every decision is backed by numbers you trust.

Numbers you
can trust.

Every figure accounted for — clean models, clear reporting.

$120M+RAISED BY CLIENTS
40+COMPANIES ADVISED
18 moMEDIAN RUNWAY ADDED

Let's build your
runway.

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Trusted by founders at MeridianBytewaveNorthwindLumioForge
Why Northpeak

Finance that finally makes sense.

No jargon. No 80-page decks no one reads. Just a senior finance team in your corner — for a fraction of a full-time hire.

A senior CFO, on call

Board-level financial leadership in your corner — without paying a full-time executive salary.

Numbers you can trust

Clean models and clear reports, so you always know exactly where your money stands.

A steady hand on big calls

We're in the room for the raise, the hire, the pivot — the decisions that actually move your company.

What we do

Your finance function, on demand.

Engagements are monthly retainers — scoped to your stage, cancel anytime.

01from $6k/mo

Fractional CFO

Board-ready reporting, hiring, and strategy — the senior financial mind you need without the full-time cost.

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02from $3.5k/mo

Forecasting & modeling

Living models for cash, runway, and scenarios, so you're never blindsided by your own numbers.

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03project-based

Fundraising support

Investor-ready decks, data rooms, and the financial story that makes your raise credible.

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04from $2.5k/mo

Finance ops & systems

Clean up the books, automate reporting, and build the controls that scale with headcount.

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$120M+capital raised with our support
40+companies advised since 2017
18 momedian runway extension, year one
9 yrsaverage partner experience
Case studies

Outcomes, not opinions.

SaaS · Series B
$24M

Raised in 11 weeks

Rebuilt the model and data room; ran a tight process that closed at a 40% step-up.

Marketplace
+14 mo

Runway extended

Restructured spend and renegotiated vendors without slowing growth.

Consumer · DTC
22%→34%

Gross margin lift

Found mispriced SKUs and hidden COGS; reset pricing across the catalog.

The partners

Senior people, in the room.

You work directly with a partner — never handed to a junior.

Daniel Voss

Founding Partner

Ex-CFO, two venture-backed exits. Leads fundraising engagements.

Amara Singh

Partner · Forecasting

15 years in FP&A across SaaS and marketplaces.

Marcus Lee

Partner · Finance Ops

Builds the systems and controls that scale past Series C.

Client
"They turned our finances from a monthly panic into our sharpest decision-making tool. The raise wouldn't have closed without them."
— Daniel V., founder & CEO, Series-B SaaS
Insights

Notes from the desk.

All insights →
May 2026 · 7 min

The metrics investors actually read

What goes above the fold in a Series-B deck — and what to cut.

Apr 2026 · 5 min

Runway is a decision, not a number

How to model spend so cash buys you optionality, not anxiety.

Mar 2026 · 6 min

When to hire your first finance lead

The signals that say it's time — and what to look for.

The details.

How quickly can you start?
Most engagements begin within a week of our consult. Fundraising sprints can start sooner if timing is tight.
Do we sign a long contract?
No. Retainers are month-to-month — we earn the relationship every month. Cancel with 30 days' notice.
Do you replace our bookkeeper?
No — we work above the books, alongside your bookkeeper or accountant, and can recommend one if you need it.
What size companies do you work with?
Mostly seed to Series C, $1M–$50M revenue. If you're earlier, the free consult will tell us both honestly.
Let's talk

Know your numbers. Grow with confidence.

Book a free 30-minute consult — leave with at least one insight you can act on, whether or not we work together.

Book my consult →