Get Your
Startup Clients Investor-Ready.

Help your clients have better funding conversations, faster–without repackaging data for every investor.

Protect your time, and your reputation.

Every time your startup client approaches a new investor, you’re essentially starting over. Re-gathering documents. Re-validating numbers. Reformatting data for a different audience. Managing version chaos across email threads and Dropbox folders.

And then, the founder wants to change the projections again.

As a fractional CFO working with start-ups, you are spending hundreds of hours every year helping your clients tell their financial story to investors. And every time they share a model or a projection, your credibility (and their fundraise) is on the line.

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Startup Portal puts you in control.

Startup Portal is a secure, validated platform that puts you in control of the financial narrative. It is designed specially for CFOs working with early-stage startups that have a lot to prove, and need the most structure and guidance.

You control the numbers.

Investors can view and export. Your client can’t alter what you’ve validated.

Everything lives in one place —

balance sheet, P&L, cash flow, KPIs, use of funds, projections.

Your client shares a secure link

with investors directly. No more re-sending decks. No more outdated versions floating around.

Selective benchmarking data

gives you and your clients context on how they compare to similar companies.

Your professional credibility is protected —

because the story you built is the story investors see.

Get advance access to Startup Portal now.

We’re looking for a small group of CFOs with active startup clients currently pursuing funding to help us shape the future of Startup Portal. We’ll give you FREE access to the platform (normally $1,000 per client) through June 30, 2026 as part of our pilot-testing phase. All we ask is that you:

Use the platform with at least 3 of your clients during the pilot period (April 1-June 30)
Share structured feedback along the way (surveys, 1:1 meetings)
Participate in a brief interview at the end of the pilot (to share honest feedback)
Be open to being featured as a case study (optional, but appreciated)

Book a Call

See the Demo

Answers to your most important questions:

Is the platform secure and validated during the pilot phase?
Yes, the pilot version is fully secure, supported, and functional. You will be able to tell a complete financial story for your clients – the same story you are currently telling using spreadsheets and documents – in a secure, access-controlled environment.

What if I have trouble using the platform or find that it is not working for my clients?
This is the feedback we are looking for. If something is not working, we want to know. And, if you find that Startup Portal is not a fit for you or your clients, you are under no obligation to continue using it or participating in the pilot.

What stage start-ups are the best fit for using Startup Portal?
This is best for early-stage companies going after their pre-seed through series B funding.

Does this support crowdfunding?
At this stage, the platform is more useful for companies seeking private investments.

Questions not answered here?
Schedule a time to talk, and we can see if Startup Portal will fit your use cases.

Join the pilot group now.

Are you currently working with 3-5 startups who are actively engaged in fundraising? We’d love to have you use Startup Portal to tell your clients’ financial story for FREE.

Here’s a short walk-through of the platform:

Step 1:

Schedule a conversation with Rick to ensure you are a good fit for the pilot and answer any questions about Startup Portal.

Step 2:

Get access to the platform and attend an onboarding/training session.

Step 3:

Get your first client set up and keep us informed along the way.