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Us in Numbers
$55M+
Client's Total Funding Rounds Over The Years
20+
Media Recognitions + Mentions
125
Partners in all the States
30+
Years of Combined Experience
Do you need a financial partner with M&A experience as you continue growing and fundraising?
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Is your startup needing support on seed to series B fundraising rounds,
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Does your business need cash flow management, financial forecasting and strategic advice?
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About Us
Build with confidence. Fundraise with clarity. Scale with control.
Managing your startup’s finances shouldn’t feel like a guessing game. At Into the Next, our Startup CFO service gives you the full expertise of a seasoned Chief Financial Officer without the full-time cost.
From financial modeling and cash flow management to accounting oversight and investor deck support, we handle the critical financial work so you can focus on growing your company.
Whether you’re preparing for your next raise, managing burn, or building toward product-market fit, we partner with you to create a smart, scalable financial foundation.
Scale with Profitability
With over 30 years of combined industry experience, our team is equipped to navigate complex scenarios and deliver measurable results.
Reach your Fundraising Milestones
We pioneer each fundraisng round with you and your teams. From settingthe right milestones, KPIs, track success, improvements to help you reach your next valuation.
Elevate Business Value
At Into The Next we provide comprehensive long-term support not just transactional advice. From strategic planning to successful exits, we have a track record of helpingbusinesses achieve siginificant growth and value creation.
Prepare for a Strategic Exit
Unlike traditional consulting firms that provide expensive, theoretical strategies, Into the Next partners with growing businesses to execute value-driven transformations that lead to tangible financial outcomes.
What we do
Why having a fractional CFO matters
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A Fractional CFO provides high-level financial expertise on a part-time or project basis, helping businesses navigate complex financial challenges, scale effectively, and achieve long-term goals.
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Cost-Effective Expertise: Gain access to CFO-level insights at a fraction of the cost of a full-time hire.
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Scalable Support: Flexible solutions tailored to the evolving needs of your business
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Immediate Impact: Rapidly improve financial processes and decision-making.
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Focus on Growth: Free up your time to focus on what you do best—running your business.
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Financial Systems: Implementing financial processes and systems to help you scale more efficiently.
Financial Strategy Development: EBITDA Analysis and Margin Improvement
Aligning financial goals with your business strategy.
Crafting actionable roadmaps for growth and profitability.
Cash Flow Management Forecasting and Scenario Modeling
Monitoring and optimizing cash flow to ensure financial stability.
Developing strategies to address cash flow gaps.
KPI Development and Financial Performance Dashboards
Identifying key performance indicators to measure business health.
Providing actionable insights to improve profitability.
Funding and Investment Support: CAP Table and Equity Planning
Preparing for fundraising, loans, or investor pitches.
Developing financial models to attract investors.
M&A/Exit Prep
Sell Side due diligence preparation.
Buy-side support
Transaction-readiness assessment.
Data room setup and document prep.
Strategic value driver analysis
Financial recasting.
Budgeting and Forecasting: Budgt versus Variance Reporting
Creating detailed budgets and accurate financial forecasts.
Helping you plan for both short-term and long-term success.
GAAP Compliant Financials
Creating detailed budgets and accurate financial forecasts.
Helping you plan for both short-term and long-term success.
Into The Next Phase with a
Fractional CFO
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Small to medium-sized businesses experiencing rapid growth.
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Startups seeking investor readiness or improved financial processes. VC-funded startups are looking for expert fractional CFO solutions.
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Business owners needing strategic financial guidance without a full time-CFO.
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Companies preparing for an exit or transition.
Your all-in-one Startup CFO partner. We handle the financial strategy, modeling, accounting oversight, and investor materials so you can focus on growing your business.
PACKAGES
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Financial model development & scenario planning
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Budgeting & cash flow forecasting
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Monthly financial reporting & accounting oversight
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Investor pitch deck financials + story alignment
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Fundraising strategy & data room prep
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KPI dashboards + performance insights
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On-demand founder support
Ideal for venture-backed or seed-stage startups preparing for institutional capital, scale, or financial discipline.
The Founder's CFO $7,500
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What is pricing?
Pricing depends heavily on the scope of work that is required for your particular business. We can take equity compensation, and we work on a monthly retainer. Our monthly retainer is fixed because we want to avoid any cash flow surprises as we help you to scale lean.
Who do you work with?
We work with venture funded startups, small to medium businesses making over $1M in revenue that are scaling, and businesses making over $5m in EBITDA that are thinking in selling. We also support VC and PE portfolio businesses.
Who will be working with me?
A team member is assigned to your account, either a C Suite executive such as a CFO or COO. Depending on the scope of work you will also be assigned with financial analyst, and additional team members. All under the same retainer.
How long do I need to work with you?
This depends entirely on the scope of work, your current business condition and where we are trying to go. Our goal is to get you to the desired outcome. We only require 6 months and after that we are month to month. However clients have stayed with us for years as we provide quality support as they scale.
Learn how we created a debt strategy repositioning for growth by lowering down APR, improving balance sheet position