Finance leadership your investors will recognize.
I'm Dana Whitfield. I run finance for venture-backed B2B SaaS companies between $2M and $20M ARR — building the model, the metrics, and the board narrative that get the next round closed.
Finance leadership your investors will recognize.
I'm Dana Whitfield. I run finance for venture-backed B2B SaaS companies between $2M and $20M ARR — building the model, the metrics, and the board narrative that get the next round closed.
Finance leadership your investors will recognize.
I'm Dana Whitfield. I run finance for venture-backed B2B SaaS companies between $2M and $20M ARR — building the model, the metrics, and the board narrative that get the next round closed.
PREVIOUSLY VP FINANCE AND CFO AT
PREVIOUSLY VP FINANCE AND CFO AT
Northbeam
Northbeam
Northbeam
Latchkey
Latchkey
Latchkey
Corva Health
Corva Health
Corva Health
Pinegrove
Pinegrove
Pinegrove
$0M+
$0M+
Raised across 14 rounds
$0M+
$0M+
Raised across 14 rounds
0
0
Companies supported since 2021
0.0
0.0
Companies supported since 2021
0
0
acquisitions close
0
0
acquisitions close
Most companies at this stage need a CFO about four days a month.
Most companies at this stage need a CFO about four days a month.
Most companies at this stage need a CFO about four days a month.
Somewhere between the seed round and the Series B, a bookkeeper stops being enough. The board starts asking questions the founder can't answer from a QuickBooks export. Hiring a full-time CFO costs $300K and eighteen months of searching — and it's the wrong hire anyway, because you don't have enough finance to fill the seat yet.
That gap is what I do. I build the financial infrastructure a company needs to raise its next round and operate against a plan, then I help you hire the person who takes it over.
Somewhere between the seed round and the Series B, a bookkeeper stops being enough. The board starts asking questions the founder can't answer from a QuickBooks export. Hiring a full-time CFO costs $300K and eighteen months of searching — and it's the wrong hire anyway, because you don't have enough finance to fill the seat yet.
That gap is what I do. I build the financial infrastructure a company needs to raise its next round and operate against a plan, then I help you hire the person who takes it over.
Three ways I work.
Three ways I work.
Fixed scope, fixed fee, written down before we start. I don't bill hourly and I've never sent a change order.
Fixed scope, fixed fee, written down before we start. I don't bill hourly and I've never sent a change order.
Results.
From 9 months of runway to a $22M Series B.
When your brand blends in, growth stalls. We define a clear, differentiated position that sharpens perception
From 9 months of runway to a $22M Series B.
Inherited a spreadsheet model nobody trusted and a monthly close that took 24 days. Rebuilt the model around net revenue retention, cut the close to 6 days, and ran diligence through to signature.
From 9 months of runway to a $22M Series B.
When your brand blends in, growth stalls. We define a clear, differentiated position that sharpens perception
First clean audit, six weeks before the LOI landed.
Peaks and drop-offs kill momentum. We build structured acquisition systems that generate steady, qualified pipeline.
First clean audit, six weeks before the LOI landed.
Three years of revenue recognized on the wrong basis and no audit history. Restated to ASC 606, built the board reporting package from scratch, and had the file ready when an unsolicited offer arrived.
First clean audit, six weeks before the LOI landed.
Peaks and drop-offs kill momentum. We build structured acquisition systems that generate steady, qualified pipeline.
Do you know your current runway?
- 1You're adding $145K of ARR a month and spending $310K. Which line comes down first if you want that closer to 1.5×?
- 210 months only works if the round closes on schedule. Show me the case where it slips a quarter.
- 322% growth in six months — does that hold at $7.7M, or does it need a sales hire that isn't in the plan yet?
Illustrative only. Simple arithmetic on the numbers you enter — not financial, accounting, or investment advice.
Illustrative only. Simple arithmetic on the numbers you enter — not financial, accounting, or investment advice.
Who I work with.
Who I work with.
We're probably a fit if
You're B2B SaaS or vertical software, $2M–$20M ARR
You've raised institutional capital, or you're about to
You have a bookkeeper or accountant, but no finance leader
You're 15–120 people and US-based
We're probably not, if
You're pre-revenue or pre-product
You need someone full-time and on payroll
You're looking for bookkeeping or tax prep — I'll happily refer you
Your fundraise closes in under six weeks
Questions I get
before the first call.
Still have questions?
What does this typically cost?
The Raise starts at $28,000 for an 8–12 week engagement. Ongoing fractional CFO work runs $7,500–$12,000 a month depending on scope and board cadence, with a six-month minimum. Audit and board prep is quoted per engagement. No engagement starts without a written scope, and I don't bill hourly.
How is this different from an outsourced accounting firm?
An accounting firm records what already happened. A CFO decides what happens next — what you can afford to spend, what the model has to prove before you raise, and what your board needs to see to stay confident. I work alongside your bookkeeper, not instead of them.
Will my investors take a fractional CFO seriously?
Most of my referrals come from investors. Fractional finance is now the default at this stage, and platform teams at several funds keep a shortlist. What your board cares about is whether the numbers hold up in diligence — not how many days a week the person who built them is in your office.
What happens when we hire a full-time CFO?
Good — that's the goal. I've helped four clients write the job description, run the search, and hand over a function that already works. I'd rather be the reason you're ready than the reason you're not.
How fast can you start?
I work with four companies at a time, so it depends on where the current engagements are. Fit checks get answered within two business days, and I'll tell you honestly if the next opening is eight weeks out.
Questions I get
before the first call.
Still have questions?
What does this typically cost?
The Raise starts at $28,000 for an 8–12 week engagement. Ongoing fractional CFO work runs $7,500–$12,000 a month depending on scope and board cadence, with a six-month minimum. Audit and board prep is quoted per engagement. No engagement starts without a written scope, and I don't bill hourly.
How is this different from an outsourced accounting firm?
An accounting firm records what already happened. A CFO decides what happens next — what you can afford to spend, what the model has to prove before you raise, and what your board needs to see to stay confident. I work alongside your bookkeeper, not instead of them.
Will my investors take a fractional CFO seriously?
Most of my referrals come from investors. Fractional finance is now the default at this stage, and platform teams at several funds keep a shortlist. What your board cares about is whether the numbers hold up in diligence — not how many days a week the person who built them is in your office.
What happens when we hire a full-time CFO?
Good — that's the goal. I've helped four clients write the job description, run the search, and hand over a function that already works. I'd rather be the reason you're ready than the reason you're not.
How fast can you start?
I work with four companies at a time, so it depends on where the current engagements are. Fit checks get answered within two business days, and I'll tell you honestly if the next opening is eight weeks out.
Questions I get before the first call.
Still have questions?
What does this typically cost?
The Raise starts at $28,000 for an 8–12 week engagement. Ongoing fractional CFO work runs $7,500–$12,000 a month depending on scope and board cadence, with a six-month minimum. Audit and board prep is quoted per engagement. No engagement starts without a written scope, and I don't bill hourly.
How is this different from an outsourced accounting firm?
An accounting firm records what already happened. A CFO decides what happens next — what you can afford to spend, what the model has to prove before you raise, and what your board needs to see to stay confident. I work alongside your bookkeeper, not instead of them.
Will my investors take a fractional CFO seriously?
Most of my referrals come from investors. Fractional finance is now the default at this stage, and platform teams at several funds keep a shortlist. What your board cares about is whether the numbers hold up in diligence — not how many days a week the person who built them is in your office.
What happens when we hire a full-time CFO?
Good — that's the goal. I've helped four clients write the job description, run the search, and hand over a function that already works. I'd rather be the reason you're ready than the reason you're not.
How fast can you start?
I work with four companies at a time, so it depends on where the current engagements are. Fit checks get answered within two business days, and I'll tell you honestly if the next opening is eight weeks out.
Build clarity. Unlock growth.
Book a consultation and get a clear view of what’s driving your business — so you can act faster.
Insights on market trends, opportunities, and key movements
Your data is handled with discretion
Services
Concept demo built by Windfall Studio. Whitfield CFO Partners is a fictional practice created to demonstrate website design for fractional executives. All figures, clients, testimonials, and outcomes shown here are illustrative and do not describe any real company or engagement.
© 2026 Whitfield CFO Partners. All rights reserved.
Build clarity. Unlock growth.
Book a consultation and get a clear view of what’s driving your business — so you can act faster.
Insights on market trends, opportunities, and key movements
Your data is handled with discretion
Services
Concept demo built by Windfall Studio. Whitfield CFO Partners is a fictional practice created to demonstrate website design for fractional executives. All figures, clients, testimonials, and outcomes shown here are illustrative and do not describe any real company or engagement.
© 2026 Whitfield CFO Partners. All rights reserved.
Build clarity. Unlock growth.
Book a consultation and get a clear view of what’s driving your business — so you can act faster.
Insights on market trends, opportunities, and key movements
Your data is handled with discretion
Services
Concept demo built by Windfall Studio. Whitfield CFO Partners is a fictional practice created to demonstrate website design for fractional executives. All figures, clients, testimonials, and outcomes shown here are illustrative and do not describe any real company or engagement.
© 2026. All rights reserved.