Fractional CFO Needed for Digital Health Startup
Job Description
I’m looking for an experienced fractional CFO or startup finance expert to help tighten and elevate the financial and strategic story for my early-stage digital health company.
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About the Business
I’m building a digital health platform focused on subscription-based care navigation and support. We connect families with trusted support professionals and offer layered subscription tiers with different levels of access and services.
I already have a draft business plan, grant application, and initial pitch deck, but I need someone to go through everything with a fine-tooth comb and transform it into a cohesive, investor-ready package.
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Scope of Work
1. Business Plan & Financial Narrative
• Review existing materials (business plan, grant application, initial slides).
• Refine and align the business model, revenue streams, cost structure, and growth assumptions into a coherent, compelling story.
• Strengthen go-to-market strategy, competitive analysis, unit economics, and milestone roadmap from a financial perspective.
2. Interactive Financial Model (5-Year Projections)
• Build or significantly refine a robust, dynamic financial model in Excel or Google Sheets.
• Include:
• Revenue by segment/tier
• COGS, operating expenses, and headcount plans
• Cash flow, runway, and funding needs
• Model must be interactive so assumptions (pricing, churn, CAC, volume, staffing, etc.) can be adjusted live during pitches.
• Incorporate sensitivity and scenario analysis (conservative / base / aggressive).
3. Pricing Strategy for Subscription Tiers
• Review current subscription tier structure (low / standard / premium–concierge).
• Set pricing and inclusions based on:
• Unit economics
• Market norms in digital health / care navigation
• Scalability and margin goals
• Convert pricing strategy into clear messaging for partners and investors.
4. Investor-Ready Pitch Deck
• Refine the existing slide deck (or rebuild if necessary).
• Ensure the story and numbers are tightly integrated:
• Problem & solution
• Market size
• Business model & pricing
• Traction
• 5-year projections & funding ask
• Create clean, investor-ready charts and visuals using data from the financial model.
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You will not be starting from scratch — but I need someone who can challenge assumptions, identify gaps, and elevate the narrative and financials into a crisp, investor-ready package.
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Collaboration & Process
1. Initial Meeting (Zoom/Google Meet)
• Walkthrough of the business, model, and vision
• Share documents (grant application, business plan, deck, notes)
• Align on scope, workflow, and timelines
2. Deep Dive & Build Phase
• Detailed review of all materials
• Ask clarifying questions
• Begin refining the narrative, pricing, and financial model
3. Review & Iterate
• Walk through the model and deck together
• Complete 1–2 rounds of revisions to finalize deliverables for investor use
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Budget
• $1,500–$2,000 total project budget
Please include:
• Proposed fixed fee within this range
• What’s included (number of revisions, calls, etc.)
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Ideal Candidate
• Proven experience as a fractional CFO, startup finance lead, or FP&A lead
• Strong track record with early-stage startups, especially in healthtech, digital health, or subscription/SaaS models
• Deep expertise in:
• Financial modeling & projections
• Pricing strategy
• Investor storytelling
• Designing or structuring pitch decks
• Able to turn complex financials into clear, compelling narratives
• Comfortable offering strategic insight — not just spreadsheet building
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If you love pairing financial rigor with clean, compelling storytelling — and enjoy working as a true thought partner — I’d love to connect.
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