
Fractional CFO
for B2B SaaS
What We Do
B2B SaaS
We partner with ambitious founders leading B2B SaaS companies up to $25 million ARR, whether bootstrapped, VC-backed or PE-backed.
Full Service
Acting as your finance team or a strategic extension of it, we handle all aspects of finance, from day-to-day accounting to forecasting and fundraising.
Results Oriented
We help you make confident, well-informed decisions about growth and profitability. We offer full financial transparency while removing the operational burden.
Our Clients

“Valerio has been instrumental in bringing financial clarity and stability to our business. His attention to detail, deep understanding of our operations, and honest, strategic insights have given us the confidence to make smarter decisions and invest in growth. I highly recommend him to any business owner looking for clear financial guidance and reliable projections.”
Justin Chen, Co-founder

“Before working with Valerio, we felt like we were flying blind. Financial decisions were based on gut feelings rather than data, and we lacked a clear understanding of our company’s financial health. Since bringing him on, Valerio has built a full financial picture for Pebble, giving us the clarity and confidence to make informed decisions. His financial modeling, business insights, and hands-on approach have been game-changing for our business. We now have a solid financial foundation, proactive planning, and the ability to scale with confidence.”
Kevin Rockwood, Co-founder

“Valerio transformed the way we approach finance. He didn’t just organize our numbers—he built a financial roadmap that allowed us to scale with confidence. His financial models and strategic guidance have been instrumental in optimizing profitability, improving forecasting accuracy, and aligning our financial strategy with our business goals. Thanks to his insights, we now have a scalable financial framework that enables us to make smarter decisions, mitigate risks, and drive sustainable growth. Highly recommend him to any SaaS company looking for a fractional CFO who truly understands both the numbers and the bigger picture.”
Will Cannon, Founder & CEO

“We hired Valerio to join Artlogic after selling the company to the private equity firm Cove Hill Partners. After the company founders departed, I took over as CEO and inherited the finance function, which was in total disarray. Our financial budgeting and forecasting were nascent and not fit for purpose. Valerio’s presence, knowledge, guidance, and skills were utterly crucial as we began our transformation into a high-performance category leader in vertical SaaS. He helped steer us out of several very challenging situations and built our new budget from scratch, overhauling our ability to report accurate and timely monthly financials to our board.
Valerio helped not only to repair numerous aspects of our finance department (including helping to hire our new CFO) but also demonstrated impressive versatility across many commercial aspects of business management. As a result, he became a highly valued strategic partner for me, enabling our ability to achieve back-to-back 30% growth years.”
Joe Elliott, President & CCO

“We hired Valerio to come in and create an annual budget and 3-year financial plan for a multi-million dollar SaaS business with a number of complexities. Valerio did an outstanding job from beginning to end, helping scope the exercise, working through challenging issues, and providing insight and clarity along the way. His experience and capabilities are really that of a CFO, but he was great working from analyst through to strategic board-level thinking. Really enjoyed the project.”
Frazier Miller, CEO

“As an early startup founder, Valerio has been able to take our business model and build the financial brain behind it. He takes time to understand and is not afraid to probe our assumptions. I look forward to working with him and recommend him to anyone looking for financial modeling expertise”.
Zach Weik, Founder

“Can highly recommend Valerio. He completely understood the core of what makes the model unique and, with lots of creativity and know how, he could lay it out and make it look easy.”
Chris Strobl, Founder & CEO

“Valerio did a fantastic job! Beyond being super fast and professional in understanding the detailed and complex model requirements, Valerio took the model to the next level and invested a lot of time and thought in addressing the needs and challenges. Great approach that resulted in a great job!”
Boaz Jacobi, CEO

“There are not enough stars in the universe to rank him fairly. He’s incredible!”
Camilo Barcenas, Founder & CEO

“Valerio was instrumental in structuring and streamlining our finance department. We needed reliable and timely data we could trust to make key decisions for our business. He helped me navigate through complex scenarios with advanced financial models and analyses and supported me in defining the company’s narrative with our board and investors. Also, he brings his background as a CEO/operator to provide a strong operational point of view to his work. I highly recommend him!”
David Greenbaum, Founder & CEO
How We Help
Prepare reliable and timely financial data to support well-informed decisions. Whether it's for you, your team, or your shareholders.
Achieve clarity on your company's financial health and be well-prepared for the future with accurate forecasting and budgeting.
Improve cash flow to ensure the appropriate levels of cash at all times and unlock new opportunities for growth and reinvestment.
Secure the capital needed (equity or debt) to fuel growth and maximise returns for shareholders. Achieve an optimal capital structure.
Hold regular meetings to improve financial and operational KPIs. Optimise sales, marketing, customer success and professional services.
Streamline financial operations with an integrated technology system: from quote-to-cash to receivables, payables, etc.
Plans
We design custom plans to maximise the value we deliver while costing a fraction of what a full-time team would.
We match your company’s evolving needs, ensuring comprehensive support throughout your growth journey.
Foundation Plan
- ❎ Monthly bookkeeping on cash accounting
- ❎ Biweekly or monthly payroll
- ❎ Standard SaaS Chart of Accounts
- ❎ Monthly financial statements by the 20th
- ❎ Quarterly meeting to review financials
- ❌ Custom financial model with rolling forecast
- ❌ SaaS KPIs tracking
- ❌ S&M optimisation
- ❌ Unit economics and profitability improvements
- ❌ Tax optimisation
- ❌ Cash management
- ❌ Equity and debt fundraising
- ❌ Cap table management
- ❌ Finance Tech stack setup & management
Growth Plan
- ❎ Monthly bookkeeping on cash accounting
- ❎ Biweekly or monthly payroll
- ❎ Custom SaaS Chart of Accounts
- ❎ Monthly financial statements by the 20th
- ❎ Monthly meeting to improve financials
- ❎ Custom financial model with rolling forecast
- ❎ SaaS KPIs tracking
- ❎ S&M optimisation
- ❎ Unit economics and profitability improvements
- ❌ Tax optimisation
- ❌ Cash management
- ❌ Equity and debt fundraising
- ❌ Cap table management
- ❌ Finance Tech stack setup & management
Strategy Plan
- ❎ Monthly bookkeeping on cash or accrual accounting
- ❎ Biweekly or monthly payroll
- ❎ Custom SaaS Chart of Accounts
- ❎ Monthly financial statements by the 15th
- ❎ Bi-weekly strategy meeting to improve financials & KPIs
- ❎ Custom financial model with rolling forecast and budget
- ❎ SaaS KPIs tracking
- ❎ S&M, CS and PS optimisation
- ❎ Unit economics and profitability improvements
- ❎ Tax optimisation
- ❎ Cash management
- ❎ Equity and debt fundraising
- ❎ Cap table management
- ❎ Finance Tech stack setup & management
Our Numbers
Book a Call
Our Team
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Valerio Siviero
Founder
Valerio founded Ikiplan to help B2B SaaS founders make confident, well-informed decisions. By ensuring full financial transparency and removing the operational burden, he helps founders focus on what drives their business forward.
Throughout his career, he has served as CFO in Europe and the US, working in operational and investment roles across VC and PE. Previously, he co-founded and eventually sold Ophigo to the market incumbent, Aareon Group.
He holds an MBA (cum laude) at Rotterdam School of Management. He obtained the Business and Financial Modeling Specialisation from the Wharton School University of Pennsylvania, the Financial Modeling & Valuation Analyst (FMVA®) and the Business Intelligence & Data Analyst (BIDA™) certifications from the Corporate Finance Institute.
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Jennifer Laaser
Senior Financial Analyst
Jennifer is a finance professional with investment banking and FP&A experience with Merrill Lynch, Goldman Sachs, PNC and Bank of America.
She is passionate about financial modeling, which she turned into a profession while travelling around the world.
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Juan Sebastián Ariza
Financial Analyst
Juan is a double-degree graduate in Business Administration and Economics from the University of Andes in Colombia.
He is passionate about startups and venture capital and loves to solve complex challenges.
- Valerio SivieroFounder
Valerio founded Ikiplan to help B2B SaaS founders make confident, well-informed decisions. By ensuring full financial transparency and removing the operational burden, he helps founders focus on what drives their business forward.
Throughout his career, he has served as CFO in Europe and the US, working in operational and investment roles across VC and PE. Previously, he co-founded and eventually sold Ophigo to the market incumbent, Aareon Group.
He holds an MBA (cum laude) at Rotterdam School of Management. He obtained the Business and Financial Modeling Specialisation from the Wharton School University of Pennsylvania, the Financial Modeling & Valuation Analyst (FMVA®) and the Business Intelligence & Data Analyst (BIDA™) certifications from the Corporate Finance Institute.
- Jennifer LaaserSenior Financial AnalystJennifer is a finance professional with investment banking and FP&A experience with Merrill Lynch, Goldman Sachs, PNC and Bank of America. She is passionate about financial modeling, which she turned into a profession while travelling around the world.
- Juan Sebastián ArizaFinancial Analyst
Juan is a double-degree graduate in Business Administration and Economics from the University of Andes in Colombia.
He is passionate about startups and venture capital and loves to solve complex challenges.
Blog

So You Just Raised Funding—Now What? A SaaS Founder’s Guide
Congrats! You’ve just closed a funding round. The champagne has been popped, LinkedIn is buzzing with your big announcement, and your Slack channels are filled with 🎉 emojis.

What Got You Here Won’t Get You There: The Financial Guide for SaaS Founders
As your B2B SaaS company scales, what worked in the early days—manual processes, basic tools, and ad-hoc decision-making—won’t sustain your next growth phase.

In-House Finance Team vs Fractional CFO: A SaaS Founder’s Guide
Scaling a SaaS business is exciting, but let’s be real: for many founders managing finances can be a real pain. So how should you manage your financials?

Entertaining the Idea of Exiting Your B2B SaaS?
Most B2B SaaS founders have considered exiting their company at one time or another. If your ARR is under $100M, you are usually left with two main options.

How Software Companies Mislead Investors
Despite the title, this post is not about helping software companies commit fraud on their investors. Instead, we analyze some common ways software companies can mislead investors.

Scenario Planning in Absence of Growth or Exit Opportunities
Founders & CEOs often hold tightly to their vision of taking their companies public through an IPO. However, under certain circumstances, this can lead to less-than-ideal outcomes.