A senior finance executive,
dropped in with AI by your side.
Embed. Sprint. Ship. A senior operator and team live inside your business for 3, 5, or 7 days. Pre-raise, post-raise, or just running the business tighter. The intensive is the start; custom cadences keep us with you after.
// 01
Three incentives
3 days to diagnose, 5 to build, 7 to ship the full stack. Same format, two tracks: raising capital, or running the business tighter.
Capital track
Pre-raise readiness · the raise · post-raise management
Operating track
No raise needed · efficiency, visibility, control
01
3 days
Diagnostic
Scored diagnostic + one focused build
Best for
First raise · portfolio vetting · operating efficiency scan
Format
3 days · on-site or virtual · prep before, delivery after
The team
FDx lead + analyst
- Scored diagnostic · capital readiness or operating efficiency
- One focused build · model, cap table, spend analysis, or dashboard
- Context pack · your business, structured for your AI tools
Most Popular
02
5 days
Sprint
Financial or operating model + action plan
Best for
90 days out from a raise · or an operating reset
Format
5 days all on-site · 2 prep days before + 2 delivery days after
The team
FDx lead + 1 (AI engineer or analyst)
- Everything in the Diagnostic
- Financial model or operating model + budget · built from scratch
- Cost savings identified · tied to the GL
- Full three-statement analysis + action plan
- Capital track · capital plan + data-room skeleton
03
7 days
Intensive
CFO-in-a-week · full stack + AI dashboard
Best for
Inside 30 days of a raise · or a full finance-function build
Format
7 days on-site · 3 prep days before + 2-3 delivery days after
The team
FDx lead + 2-3 (AI engineers, analysts, strategy bench)
- Everything in the Sprint
- Capital track · full data room + 100+ investor list + IR cadence
- Operating track · spend policies + close cadence + board pack
- Custom AI dashboard · yours forever
- 90-day support · office hours + Slack
Sprints can run longer or be fully customized to your needs. Travel billed at cost. Solo = FDx lead only; the AI layer is still in the room.
Custom
The intensive is the start.
Stay engaged on your cadence - weekly, monthly, per board cycle. We keep pushing updates, collateral, and assets: refreshed models, board packs, investor materials, new automations. Scoped per engagement.
// 02
The scaffolding is yours
Not a slide deck you file and forget. Infrastructure and context you own - deliverables plus the built-up context of your business, ready to drop into your AI tools and use again and again.
Yours forever
Compounding infrastructure. Not a one-time report.
Every future raise, board meeting, and diligence cycle runs on the same scaffolding - upgraded as you grow, yours from day one.
The Model
Scenario-forking financial model · your source of truth for years.
The Data Room
Institutional-grade structure that survives real diligence.
Investor Infrastructure
Investor list · board pack · IR cadence · run the room after we leave.
The Context Pack
Your business, structured for AI · drop into your AI tools and use again and again.
Custom AI Dashboard
AI trained on your data · plain-English answers · yours to keep.
// 03
The Room · AI by your side
You and the FDx lead work strategy at the table. Behind you, a full team writes docs and models live while the conversation happens - AI listening, recording, analyzing in the background. Power-focused days built to get deliverables done.
At the table
You + the FDx lead
Strategy, trade-offs, decisions - at full speed, because everything else is delegated to the room.
AI · Listening
Recording + transcribing
Every session captured. Decisions and action items logged as they happen.
AI · Modeling
The model updates live
Change an assumption at the table - scenarios rerun before the conversation moves on.
AI · Writing
Docs drafting in the background
Board narrative + memos drafted from the live transcript. Review, don’t write.
Team · Verifying
Analysts tie it to source
Every AI number checked against your systems. Machine speed, human trust.
Close of day
Deliverables shipped, not promised
Finished work in your Drive - not a recap email and a follow-up meeting.
Grounded in your data
Custom insights, not a generic chatbot.
The AI ingests your systems before the room convenes. Ask “what’s our runway as of today?” - get the answer with source rows attached. Your tenant, your keys, every insight cited.
// 04
Proof · a real FDx sprint
Daylight Computer · August 2026
A hardware company five days out from a board meeting. Pure operating track - no raise involved. Spend efficiency, equity + comp, board readiness. A full workstream was added mid-week and everything still shipped on time.
~70x
Return on sprint fees
$900K+
Per year · identified savings + yield
5 days
Data ingestion → board-ready package
4 cases
Driver-based runway model · BASE / BEAR / BULL / RAISE
What shipped
- Board-ready package · used at the board meeting two days after close
- OpEx savings analysis · leakage tied to the GL, with a stop plan
- Equity & comp program · benchmarked slate + full-team comp bridge
- AI workspace + automations · the scaffolding, delivered
What it returned
- Six figures/yr of shipping + discount leakage identified
- $150K+/yr in yield on idle cash · sweep intro made same week
- Legal fee competition + non-dilutive debt strategy in motion
- Phase 2 · six follow-on sprints + retainer in scoping
FOUNDING PARTNER CALL
Book a call.
Every engagement starts with a $5K Capital Journey Assessment — a full business analysis to map where you are and what you need next. Applied toward the first phase if we move forward.
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