CFO Services for Startups at Every Stage
CFO Services for Startups
From early-stage to scaling
Financial strategy, forecasting & fundraising support.
Strategic CFO Services
Strategic Financial Leadership for Growing Companies
The CFO is responsible for creating the strategic operating plan and overseeing its implementation.
From dynamic revenue modeling to project financing, to OCS and option planning issues, ERB Proximo’s CFOs
put the best practices in place to efficiently and successfully propel each company forward.
Performance Analysis
ERB Proximo delivers actionable performance analysis to help you identify what’s working and what’s not.
We translate financial data into meaningful insights, enabling leadership to optimize operations,
allocate resources strategically, and drive sustainable growth.
KPIs and Dashboards
We design and implement customized KPI frameworks and interactive dashboards that put real-time
financial intelligence at your fingertips. ERB Proximo helps you monitor performance metrics that truly matter,
empowering you to make faster, data-driven decisions.
Budgeting
Our team collaborates with you to build flexible, accurate budgets that align with your strategic objectives.
ERB Proximo ensures every budget reflects both operational realities and growth ambitions, so you can plan with
confidence and adapt with agility.
Forecasting and Financial Planning
ERB Proximo’s forecasting and planning services combine precision and foresight. We model multiple scenarios,
anticipate challenges, and help you prepare for every financial outcome, giving you a clear roadmap
toward long-term success.
Tax Structuring and Planning
With deep cross-border expertise, ERB Proximo provides intelligent tax structuring and planning strategies
that minimize liabilities while ensuring compliance. Our proactive approach positions your company
for sustainable efficiency and global growth.
M&A Support and Due Diligence
From valuation analysis to financial due diligence, ERB Proximo guides you through every stage of the M&A process.
Our experienced team safeguards your interests, identifies opportunities and risks, and ensures each
transaction is strategically sound and financially optimized.
Built for Startup Growth
Why Startups Choose ERB Proximo
Strategic CFO support designed for founders, fast-moving teams, and growing startups.
Startup Experience
Hands-on financial support for startups at different stages, from early growth to scaling.
Fundraising Support
Financial models, forecasting, and investor-ready reporting to support fundraising processes.
NetSuite & Priority Expertise
Strong finance and accounting capabilities for teams working with NetSuite or Priority.
Founder Mindset
We understand founders’ challenges and help translate financial complexity into clear decisions.
Our Team
Meet Your CFO Team
We work closely with founders and startup teams to provide strategic financial leadership, helping you make smarter decisions and scale with confidence.
Schedule a CallWho Is It For
Built for Startups at Every Stage
Whether you're just getting started or scaling fast — we provide the financial clarity you need.
Seed Stage
Build strong financial foundations, plan budgets, and prepare for your first investors.
Series A
Improve reporting, forecasting, and investor communication as you grow your team and product.
Scaling Startups
Optimize cash flow, systems, and financial strategy to support rapid growth and expansion.