Vantidge.xlsxSaved
A1fx

The finance team you were going to hire next year.

Vantidge is strategic finance for startups without a CFO. We build your model on your real books in a week and keep it current every month. When a raise or a sale shows up, we run the diligence.

Sample Co. model.xlsx
B3fx=FORECAST(drivers, scenario = "Base")
Cash balance
Sample company, $mm. Pick a scenario.
Runway  Cash out 
Revenue
$k. Click a cell.
Headcount
Click a cell.
Drivers
Blue cells are inputs. Change one, then check the Cash tab.
4of 45

We read the org charts of 45 New York startups. Four had a CFO. The rest run finance out of a bookkeeper and the founder's evenings. Signed an LOI?

=COUNTIF(startups, "has a CFO")
Note:Checked against live job boards, team pages and TheOrg in September 2026. Three of the four were past Series B.

What's on the tab.

One monthly price, set by what you need. You get the number in writing after the first call.

Scope.xlsx
ABC
1WhatWhat you getIncluded
2Operating modelYour drivers, tied to your actual books. First version within a week.TRUE
3Your systemsLedger, bank, billing and payroll come in every nightTRUE
4DashboardsYou and your board log into the same numbersTRUE
Note:Same numbers. Fewer board emails.
5Month-endYour bookkeeper closes the books. We roll them into the model and draft the board deckTRUE
6Raise mathHow much to raise and what it costs you in ownershipTRUE
7Diligence war roomData room, request tracker, written answers and us on the callsTRUE
Note:Switches on when a term sheet does.
8ExcelThe whole model with live formulas, download any timeTRUE
Note:For the board member who only trusts .xlsx.
9Monthly priceDepends on the scope=SCOPE()
Note:A real number, in writing, after the call.

Go ahead, click things.

A sample company, built the way we'd build yours.

Your systems, pulled in every night.

We pull your ledger, bank, billing and CRM in every night. If two of them disagree, we flag it.

Hit Refresh All.

Queries & Connections
Sources
  • QuickBooks OnlineledgerNot loaded
  • Mercurybanks and cardsNot loaded
  • Stripecharges and payoutsNot loaded
  • Bill.combills and paymentsNot loaded
  • HubSpotpipelineNot loaded
  • Product datausageNot loaded
Tie-outs 
Sample refresh. Your systems will differ.

The request list, tracked.

Every request gets an owner and a date. We chase it until the answer is posted.

Your lawyers keep the documents. We keep the numbers straight.

How diligence works

Request tracker.xlsx
#RequestStatus
1.01Monthly P&L, trailing 36 monthsOpen
1.04Revenue by customer, tied to the ledgerOpen
2.12Cap table and option ledgerOpen
3.07Top 20 customer contractsOpen
4.02Headcount by function and start dateOpen
6.15Sales tax exposure by stateOpen
Playground diligence requests0 / 439
Typical requests shown. The count is real.

What the round costs you.

Change the blue cells and watch the founders' line move.

Round math.xlsx
What a round does to the founders
Sample numbers.
Post-money New investor Founders after
Before
After
FoundersEveryone elsePool top-upNew investor

Why not just hire someone?

You could. Here's the math.

Options.xlsx
ABCDE
1Finance hireFractional CFOOther SaaS toolsVantidge
2Builds your modelTRUETRUEFALSE
Note:The software is very excited to help you set up the software.
TRUE
3Connects your systemsFALSE
Note:One person. They'll get to it.
FALSETRUETRUE
4In your numbers every dayTRUEFALSETRUETRUE
5Runs the diligence war roomFALSEIt depends
Note:Ask who's answering request #214 at 11pm.
FALSETRUE
6Starts this month#N/A
Note:Still interviewing.
TRUETRUETRUE
7Sits in your officeTRUEFALSEFALSESometimes
Note:We'll come in if you want us there. We will want snacks.
“Before Sophie we didn't have a finance person. After Sophie we didn't have a finance person. Somewhere in the middle we sold to a public company without a banker. She did it all.”
DADaniel Andrews
Co-founder, Playground

The Playground sale

No finance team, no banker, and a buyer with three consulting firms. The model was built from scratch and the war room ran until close.

439requests714files27calls0bankersNote:Not a blank cell. Zero bankers.

Plus the nightly deal-team email, gossip column included.

Read the case study

Redacted diligence tracker dashboard on the day the deal closed

How it starts.

A call

Thirty minutes on what's coming up and where your numbers live. Bring nothing.

A scope

What we'll build and what it costs, in writing. Nothing gets connected until you sign off.

Connect

Your team links each system from one page. The first version of your model lands within a week.

Run it

Numbers refresh every night. When a deal comes, the diligence runs off the same model.

Is this you?

Tick what's true

  • You're hiring for finance, or know you should be.
  • You don't have a model, or you have one nobody trusts.
  • A raise or a sale is on the horizon, even a distant one.
=IF(COUNTIF(B1:B3, TRUE) > 0, BOOK_A_CALL(), "")

Probably not you

  • You already have a finance team that owns its data.
  • You only need your taxes done.

Questions

How much is it?

A monthly price that depends on what you need. We'll send a real number in writing after the first call.

How fast do we get a model?

A first version within a week of getting access to your systems. It gets sharper every month after that.

What do you need from us to start?

Logins to your ledger, bank and billing. Your team connects them from one page.

We have a deal next month. Is that too late?

Probably not. Tell us the date on the call. The tracker goes up first and the model catches up.

Do we still need a lawyer? What about a banker?

You need a lawyer, and they write the merger agreement. A banker is your call. Playground sold without one.

What happens when we hire a CFO?

We work with them. We keep the data clean and the model running. They spend their time on decisions instead of spreadsheets.

Where does our data go?

Into a workspace only your company can see, hosted in the US. Security details are here.

Thirty minutes, no spreadsheets required.

Tell us what's coming up. We'll tell you what we'd build first.

ReadyBook a call100%