Virtual
FinPilot
Virtual
FinPilot
Check Which Co-Pilot Model Works Best for You:
Virtual CFO+
Beyond the conventional Virtual Chief Financial Officer (CFO) at a fractional cost, our model offers you the Chief Future Officer.
This role co-pilot your growth at the intersection of vision, execution, strategy, markets, financing, finances, investment, risk, technology, mental leverage & wealth building, at accessable price.
Fundraising & Exit Readiness
Co-pilot your fundraising or exit strategy and execution as a Virtual CFO, including:
- Financial infrastructure
- Financial models & presentation
- Key Performance Indicators or metrics
- Total addressable market (building from the ground up)
- Valuation models
- Use of funds
- Exit Readiness (selling or IPO)
M&A Advisory
Co-pilot (sell-side) your whole M&A process with deal structure & personal financial strategies through the exit,
Investment bank style process with a personal touch.
Lead your whole deal team ((lawyers, accountants (tax), bankers).
Drive the deal process forward while protecting you through risk & uncertainty.
The stakes will be high and things will keep changing but we'll hand-holding you every step of the way.
A Closer Look to Uplevel Your Growth & Cash Flow Experience
growth
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- the process of driving the top line while expanding the margins
- increasing cash flow while building capital efficiency
- enhancing startup value while building wealth for founders & investors
- scaling growth is a record of continous learning & testing
Startup
(Virtual CFO + Virtual Finances)
- Co-pilot to drive your cashflow and growth
- Prepare you to get VC Funding or IPO or Exit Ready
- Get profitable early with the secondary market potential before exiting
- Grow assets, value, capital & investments
- Structure your models (Growth + Funding + Scaling + Wealth)
- Leverage your constraints with the right KPIs
- Grow organcially and by acquisions
- Increase capital efficiency
- Strategic priorities + tactics
- Scenario planning
M&A
(Sell for Cash)
- Co-pilot your M&A process while accelerating your growth
- Lead your M&A deal team & processes
- Understand all the players and dynamics in the deal, including cross-border considerations
- Co-negotiating your deal. Results can go from 25%+ to change in mutiples
- Warnings: side effect may include you enjoying the process & wanting to do more.
- Scenario planing
Founder Fmaily Office
(Startup Growth + Founder Wealth)
- Co-pilot to drive startup growth
- Co-pilot to help founder invest in their lives
- M&A (exits or acquisition) is part of the growth strategy
- Cash, capital & valuation optimization is key
- Secenario planning
- Capital alloication
- Opportunties vs risk
SaaS Bookkeeping
(Early Stage: All-in-One Solution)
- Lite CFO
- Lite Controller
- SaaS Bookkeeping
- Tax (Canadian startup only), we partner with a U.S. national firm for the US tax services)
- Fundraising guidence & support
- Tech stack selection and setups
- Tool integrations
About US
About the Virtual FinPilot Team
We are one of the few firms in your local area or in the world that can take you from the building stage all the way to your exit or IPO, end to end.
We're weird but effective to co-pilot your growth for the U.S. market and beyond. And perhaps even fun to work with. No matter where you choose to live or move to, we're able to support you as your co-pilot.
More specifically, we work with ambitious solo-founders & portfolio founders with a soft spot for people. We serve startups with an annual recurring revenue from $500K to $50M.
Our remote team is flexible and scalable for your needs. We have your back so you can focus on the speed of your growth with peace of mind.
About the Founder, Mina Fung
Hi, founder to founder: as an ambitious solo-founder, you'd need someone who can co-pilot your growth & future forward with a combined functional expertise such as strategy, finance, sales & marketing, technology and operation.
I'm a CPA in both Canada and the U.S., with Big-four and Fortune 500 experience. My experience goes beyond IPOs and public companies leading cross-functional projects. More importantly, I care about startups and the founders who build products and add value to move the world forward.
I'm a reformed accountant, a startup enthusiast and a soft capitalist. I like talking about money (see our podcast) and I care about people. Money + People lead to a more productive place. I like to see cities more green and effective.As a virtual CFO, founder, investor and M&A Advisor, I understand all the critical & moving parts of building, growing and selling a startup. I understand your needs and challenges from different perspectives and can serve as a co-pilot to build your future.
As a firm, we want to bring more capabilities to more founders and invest back in the startup ecosystem.
To learn the latest about us and our clients, check out our podcast, Small Fish Big Money.
Mina's Alter Ego look
Testimonials
Our clients' growth results, traction and confidentiality are our top priority.
Occasionally, when our clients are open to give testimonials, you can see them below. Testimonials are what we've done in the past. What we're capable of are beyond what you can see below. Learn more by checking out our "Small Fish Big Money" Podcast.
John Blatchford
Fonder, KunstReal Estate Developer & Investor
+ Property Management
For Virtual CFO + Virtual Finance
Mina and her team are what you want in a virtual CFO:
They take responsibility for all of the finance and accounting functions. They are organized, creative and qualified to find solutions.
Mina can bring clarity and structure to a messy company so you can focus on building instead.
Lauren Fitzpatrick Shanks
Founder and CEO of KeepWOL
Techstars ‘22
Mina is not your average CPA/CFO. If you are a startup founder, you need to hire her! She'll not only make sure your numbers are achievable and defendable, but she'll also help you get your pitch put together. Her broad knowledge & expertise include not only finance but also markets and go-to-market strategies and options. She ensured that I understood how every number was derived and was able to explain myself confidently. Mina is fast, reliable, and accountable. She's been a great strategic partner to have on my funding round journey, and she makes the experience fun. I can't recommend her services more highly.
Aloke Lahiri
Chief Operating Strategist
(Former Engineer)
I sought Mina's expertise in navigating the startup world specifically in conducting effective discussions on negotiations. For example, negotiating as the only female cofounder on a startup Cap Table. Mina has always cut through the noise with an amazing degree of precision, discerning what is being said, and understanding what is being meant even though the ideas are not articulated effectively so as to provide counsel in the most meaningful way. I have been ridiculously impressed by Mina's ability to get to the heart of the matter so as to dispense expert advice in the most efficient way possible. She has always exceeded my expectations and gone above and beyond to support me in a multitude of aspects such as finance and leadership to make me successful.
Eric Beckwitt
Founder & CEO of Freighera
(Former Strategist)
As a tech startup with hyper revenue growth, Freighera has a complicated revenue system and cost structure. When I discussed my frustration with certain services providers with Mina, she was able to provide me insights about my pain points and gave me invaluable advice. I was impressed with her expertise and would recommend her services whether your business is simple or complicated. I highly recommend Mina for raw intelligence, insight and integrity.
