Fractional CFO
for B2B SaaS
What We Do
B2B SaaS
We are a Fractional CFO firm specialising in B2B SaaS. We partner with niche-leading companies with ARR of up to $25 million, ranging from bootstrapped to VC and PE-backed.
All-in-one Service
We handle everything from routine bookkeeping to advanced forecasting and complex fundraising. We become your finance team or integrate with your existing one to complement it.
Results Oriented
We help understand where you stand today and where you are headed. We achieve this by offering full visibility into you financials while identifying and improving the key levers that drive growth and profitability.
Our Clients
“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
“There are not enough stars in the universe to rank him fairly. He’s incredible!”
Camilo Barcenas, 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
“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
“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
“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
“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
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 create 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 out of his passion for finance and tech. Throughout his career, he has served as CFO in Europe and the US, working in operational and investment roles within venture capital and private equity. Earlier, he co-founded and eventually sold Ophigo to the market incumbent, Aareon Group.
He holds an MBA with honours 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 out of his passion for finance and tech. Throughout his career, he has served as CFO in Europe and the US, working in operational and investment roles within venture capital and private equity. Earlier, he co-founded and eventually sold Ophigo to the market incumbent, Aareon Group.
He holds an MBA with honours 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
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. This aspiration is rarely discouraged by VCs, who are driven by the pursuit
SaaS Unit Economics: When Burning Cash Makes Sense
SaaS companies can command high valuation multiples. However, it is important to consider that revenue multiples alone do not fully capture the underlying value of a company.
“Dirty” Term Sheets: Is it Worth Accepting One Over a Down Round?
Down rounds have long been a sensitive topic within the startup community, but a “dirty” term sheet may not be the silver bullet founders hope for.
Subscription Revenue Recognition: ASC 606, Common Terminology And Common Issues
This article aims to provide insights into the revenue recognition process of subscription-based businesses.
The Importance of Hiring a Startup CFO: Timing, Benefits and Challenges
The decision to hire a full-time CFO for a young company is a topic of much discussion and debate.