Velaris CFO is an AI-forward fractional CFO practice founded in 2023 by Jade Clark. We pair AI-powered financial reporting with hands-on strategic leadership for venture-backed founders, with particular depth in healthcare, SaaS, cybersecurity, and agency services. We bring Fortune 500 best practice to startup speed.
Velaris CFO works with venture-backed founders, and we are particularly focused on supporting women and diverse founders. Some clients are early-stage teams that need experienced judgment on a few big decisions. Others are scaling companies that want a CFO embedded in the business.
Velaris CFO combines AI-powered reporting with a CFO who is actually in the room. The software keeps your numbers current, and we spend our time on the decisions: the pricing call, the hiring plan, the board meeting, the raise. We take a limited number of clients by design, so when we work together, you have our full attention.
Velaris CFO plans start at $1,750 per month for Foundation and $4,800 per month for Growth, with custom engagements scoped to your stage. That is a fraction of what a full-time CFO costs. Many clients keep working with us in a lighter capacity after their first finance hire, because an early budget usually goes further on a controller or finance manager, and we continue to provide the CFO-level strategy on top.
Yes, and that is often where Velaris CFO adds the most. Your accountant or controller keeps the books running. We focus on what comes next: the forecast, the board deck, and the decisions that change your trajectory.
No. Velaris CFO goes deepest in healthcare, SaaS, and cybersecurity, but the same discipline works across many sectors, including agency services. If the financial stakes are high, the conversation is worth having.
Start with a free 30-minute strategy call with Velaris CFO. Tell us where the pressure is, and we will give you our honest read and some free strategic advice on your highest-stakes question. If it makes sense to keep going, you will see a 90-day impact proposal before you commit to anything.
At Velaris CFO, AI handles the work that usually eats up finance time: pulling data, refreshing forecasts, and building reports. That frees our time for what you actually need from a CFO, which is being in the room for the pricing call, the hiring plan, and the raise. You get the speed of automation and a partner who is personally invested in the outcome.
Velaris CFO runs on ClayrFi, an enterprise FP&A platform that gives you live financial reporting, cash and runway dashboards, AI-driven forecast updates, and monthly performance commentary. Instead of waiting for a month-end package, you can see where your business stands whenever you need to.
With Velaris CFO, AI does the heavy lifting on preparation, and we review every number before it goes to your board or investors. The software is fast. The judgment, and the accountability, are ours.
Yes. In custom engagements, Velaris CFO connects your operational data and custom models directly into your financial reporting. You get a clearer view of the KPIs that run your business and a forecast that reflects how your company actually operates.
Velaris CFO gives healthcare founders the senior finance support a full-time CFO would, without the full-time cost. In healthcare, that usually means managing burn while you wait on regulatory timelines, long sales cycles, and reimbursements that rarely arrive on schedule. We build a forecast from the ground up that ties your cash to the milestones that matter, like clearances, payer contracts, and your next raise, and our AI tools keep it current so you are never working off stale numbers.
Velaris CFO plans for the reimbursement delays most healthcare founders learn about the hard way. We build in realistic assumptions for payer timing, then run a slower case alongside the base case so you can see how much runway you really have. The forecast updates automatically as actuals come in, which means your hiring, pricing, and contract decisions are always based on where you stand today.
Look for someone at Velaris CFO's level of sector depth: a CFO who understands reimbursement, regulatory timelines, and what healthcare investors look for. We have worked with companies across healthtech, research services, and telehealth. Our founder, Jade Clark, spent 15 years in Fortune 500 finance, including at GSK and Gilead, so we know how the larger players think about the same problems you are solving.
Yes. Velaris CFO gets healthtech companies ready for both. We build the metrics and story investors want to see, and we get your books audit-ready early, so due diligence moves quickly instead of becoming the thing that slows your deal down.
Most SaaS founders come to Velaris CFO when the pressure to grow starts to outpace the cash plan. You are hiring ahead of revenue, a raise is on the horizon, or the pricing you set at launch no longer fits the product. Those are the moments when experienced judgment pays for itself, and you can have it well before you are ready to hire a full-time finance leader.
A good SaaS CFO knows the metrics your investors care about, can show you what each hire does to your runway, and has been through a raise before. At Velaris CFO, you get that experience plus AI-powered reporting, so you can see ARR, retention, and burn at any moment, and you have a partner in the room for the decisions those numbers point to.
Velaris CFO models every planned hire against your forecast before the offer goes out, so you can see exactly how each role changes your runway. As actuals come in, the model updates on its own. You get to grow quickly enough to win your market without hiring yourself into a cash problem.
Yes, and it is one of the highest-return things Velaris CFO does. Pricing and contract analysis is part of our Growth plan, and clients have seen margins improve by 10% or more after we put profitability-based pricing guidelines in place.
Velaris CFO reports the SaaS metrics your board and investors expect, including ARR, net revenue retention, CAC payback, gross margin, and burn multiple. They live in dashboards connected directly to your financials, and we walk you through what they mean for the decisions in front of you.
Cybersecurity founders sell to enterprise buyers whose deals can take quarters to close, in a market where mistakes are not forgiven. Velaris CFO builds cash plans, contract terms, and investor reporting that hold up under that kind of pressure, so a slipped deal never turns into a cash crisis.
Velaris CFO forecasts from your pipeline up, weighting each deal by stage and realistic timing. That way your runway reflects when cash will actually land, not when a deal is hoped to close. As your pipeline moves, the forecast refreshes automatically.
Yes. Velaris CFO sets up enterprise contract accounting correctly from the start, including revenue accounting, which is one of the first places investors dig in during due diligence. Getting it right early keeps your revenue, cash, and board reporting consistent as your deals get larger and more complex.
Last updated