ClearSight IQ
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We help SaaS and technology companies improve forecasting, raise capital, and prepare for transactions through CFO level strategic finance support.
We work with founder-led SaaS and technology companies from $0M to $15M in revenue that need senior financial leadership but are not ready for a full-time CFO.
"We need a reliable forecast we can trust."
"We need to understand our churn and unit economics."
"We're considering an acquisition."
"Our board wants better reporting."
"We're preparing for a fundraising round."
"We've outgrown our current finance team."
Empower your business with data-driven financial leadership. From long-range planning to board reporting, we ensure your company's strategic decisions are informed by actionable insights and tailored financial strategies.
GET IN TOUCH →Unlock the power of financial planning and analysis with flexible, tech industry specific solutions. Our services include financial modeling, dynamic forecasting, and budgeting, giving you the tools to adapt in real-time and achieve your growth objectives.
GET IN TOUCH →Prepare for seamless transactions with expert M&A support. We guide you through sell-side readiness, due diligence, and post-acquisition integration, ensuring maximum value and strategic alignment for every deal.
GET IN TOUCH →Position your business for successful fundraising with precise financial modeling, investor-ready reports, and compelling metrics. We help you attract investors by showcasing your company's potential through clear, data-backed narratives.
GET IN TOUCH →Scaling a technology company is no easy feat, especially when navigating the complexities of financial strategy, fundraising, and operational scaling. Fractional CFO services offer a flexible, high-impact solution for companies seeking executive-level financial expertise without the commitment of a full-time hire.
Gain access to senior financial leadership at a fraction of the cost of a full-time CFO. Focus your resources on growth while benefiting from the insights and strategic planning typically reserved for large-scale organizations.
Fractional CFO services adapt to your business needs, allowing you to scale financial expertise up or down as required—whether you're preparing for fundraising, entering new markets, or managing seasonal fluctuations.
With robust financial modeling, polished investor presentations, and SaaS-specific insights, I help you secure funding and build investor confidence by showcasing your business's growth potential and financial health.
Make smarter decisions with actionable insights into key SaaS metrics like ARR, CAC, churn, and LTV. My approach ensures your data isn't just tracked—it's leveraged to drive strategic outcomes.
Identify inefficiencies, optimize expenses, and implement processes that improve cash flow and profitability. My experience in both corporate finance and scaling startups ensures a balanced approach tailored to your goals.
Prepare your company for successful acquisitions or integrations with expert guidance on due diligence, financial positioning, and post-deal strategy. My track record in sell-side advisory ensures you maximize value while minimizing disruption.
"Craig is an excellent strategic partner. Right after our financing round, he quickly elevated our financial function, giving us the right foundation for growth. His advice extended to critical areas like pricing and product strategy. He effectively pressure-tested our thinking as an external set of eyes, delivering timely results and proving to be an indispensable asset to our team."
"Craig served as our interim CFO during the sale of our SaaS company, OfficeSpace Software, to a Private Equity fund. His expertise in M&A readiness and due diligence ensured a smooth, successful transaction. Craig's effective collaboration with internal leadership and external stakeholders made him an invaluable partner throughout the process."
"Craig is a talented, hardworking, and proactive financial leader. He played a pivotal role in establishing and scaling our finance department, introducing tools and reports that enhanced executive-level decision-making. His exceptional analytical and financial modeling skills, along with his clear communication, made him a trusted partner across all levels and disciplines."
"Craig and I partnered closely at BioRender on developing and refining our sales strategy and compensation plans. His ability to collaborate seamlessly across teams, combined with his sharp financial acumen, brought clarity and confidence to complex initiatives. Craig's execution and strategic insights were invaluable to our success."
"Craig is a thoughtful, diligent, and detail-oriented financial executive. During his time at Pixar, he provided outstanding strategic insights and consistently demonstrated exceptional problem-solving skills. His contributions were instrumental to the success of the Canadian operations, and he was a highly valued and trusted member of the team."
At ClearSight IQ, I bring 20+ years of finance leadership across technology, SaaS, media, and entertainment - including six transformative years in Silicon Valley.
After leading finance teams at LinkedIn, Pixar and BioRender I founded ClearSight IQ to help founder-led SaaS and technology companies access world-class financial expertise without hiring a full-time CFO.
Let's unlock the next stage of growth for your business.
Tell me where the business is today and what's coming next. I'll come back with how a fractional CFO engagement would work.