Financial Expertise for Technology Businesses
We help technology companies thrive by offering tailored financial services, including strategic planning, financial modeling, budgeting, M&A advisory, and fundraising support.
Our customized strategies drive growth, streamline operations, and position your business for long-term success. Whether you’re scaling, securing funding, or planning an exit, ClearSight IQ provides the clarity and expertise to navigate every stage of your financial journey.
The ClearSight IQ Advantage
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.
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Strategic Expertise Without Full-Time Costs
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.
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Scalable Support as Your Business Evolves
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.
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Enhanced Investor Readiness
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.
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Data-Driven Decision Making
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.
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Improved Cash Flow and Profitability
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.
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Seamless M&A and Growth Transitions
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.
Services
Strategic CFO Services
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.
Financial Planning & Analysis
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.
M&A Consulting
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.
Fundraising Support
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.
Testimonials
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<span style="font-size:30px;font-weight:bold;"> Shamim Sahba </span> <br> <span style="font-size:14px;font-style:italic;"> Founder, OfficeSpace Software </span>
"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."
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<span style="font-size:30px;font-weight:bold;">Amir Nasrabadi</span><br> <span style="font-size:14px;font-style:italic;">GM, Pixar Canada</span>
"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."
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<span style="font-size:30px;font-weight:bold;">Jeff Roy</span><br> <span style="font-size:14px;font-style:italic;">Head of Sales, BioRender</span>
"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."
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<span style="font-size:30px;font-weight:bold;">Marc Greenburg</span><br> <span style="font-size:14px;font-style:italic;">CFO, Pixar</span>
"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."
