01Seed
Bookkeeping + cash
Transactions recorded, bank balance visible, basic burn understood.
For VC-backed companies
Your company scaled. Finance needs to catch up.
Build the accounting, cash visibility, forecasting, SaaS metrics, and investor reporting required for the next stage—without prematurely building a large finance organization.
01Series A through growth stage
02SaaS & B2B technology
03Finance function as a service
The transition
The finance function that got you funded may not get you to the next round.
Each financing stage changes what management, the board, and investors expect from finance. Most companies discover the gap when something breaks—usually at the worst possible moment.
02Series A
Reliable financials + runway
Monthly close, reconciled books, cash runway the board can trust.
03Series B
Forecasting + SaaS metrics + board reporting
ARR, retention, burn multiple, and a rolling forecast in every board deck.
04Growth
FP&A + controls + scalable financial operations
Budget vs actual, multi-entity reporting, and a finance function that scales with headcount.
The boardroom agenda
Questions management needs to answer confidently.
If these questions are hard to answer in under five minutes, the finance function is operating on intuition instead of information.
01
How much runway do we actually have?
02
What happens if bookings miss plan?
03
When should we hire?
04
What is our true burn rate?
05
Why did ARR change?
06
What is NRR?
07
What does the board need to know?
08
Can we hit our operating plan?
09
When should we raise again?
SaaS intelligence
One connected view of the business.
VeytIQ's long-term SaaS Intelligence architecture connects operational and financial data so management sees how pipeline, bookings, ARR, billing, revenue, cash, and forecasts relate—without reconciling separate spreadsheets.
SaaS Financial Model
Operational and financial data connected end-to-end
Pipeline
Opportunities & conversion
Bookings
New contracted ARR
ARR
Recurring revenue base
Billing
Invoices & collections
Revenue
Recognized revenue
Cash
Inflows & outflows
Forecast
13-week & rolling plan
Board
Metrics & narrative
Pipeline to ARR
Conversion, expansion, and churn in one place
Billing to cash
Collections, disbursements, and runway tied together
Forecast to board
Variance explanations that trace back to source data
What VeytIQ provides
Everything needed for the next stage.
Use one layer to close a specific gap, or combine them to design, build, and operate the complete finance function.
Modular by design. Integrated by default.
01
Reliable accounting
Accrual-based books, revenue recognition, and reconciliations that stand up to diligence.
02
Monthly close
A predictable close cadence with documented workflows and variance commentary.
03
Cash Command Center
Consolidated cash across banks and entities, with daily visibility into liquidity.
04
13-week cash forecasting
Rolling forecast with receipts, payroll, AP, and disbursements mapped week by week.
05
Budget and rolling forecast
Operating plan vs actual, scenario modeling, and re-forecasting as conditions change.
06
ARR and retention reporting
New ARR, expansion, contraction, churn, net revenue retention, and cohort trends.
07
Investor / board reporting
Consistent board packages with KPIs, variance analysis, and SaaS metrics the board expects.
08
CFO intelligence
Financial leadership for fundraising, hiring, burn strategy, and operating decisions.
Grow without building G&A too early
Hire because strategy requires it. Not because processes are broken.
The traditional path forces companies to add headcount just to keep up. VeytIQ provides the finance infrastructure and operating capacity first, so internal hires are added when they create leverage—not when broken processes demand more bodies.
Preserve capital. Maintain momentum.
Traditional model
Bookkeeper
Senior Accountant
Controller
FP&A
VP Finance
CFO
Six-plus hires across bookkeeping, accounting, controllership, FP&A, and CFO leadership before the function is complete.
VeytIQ model
FinanceOS+Managed Finance+CFO Intelligence
One integrated finance function that scales with the company. Add specialists when the economics make sense.
Outcomes
Finance infrastructure should accelerate the next stage.
Every improvement in finance should translate into a better operating decision, a stronger investor narrative, or a more disciplined path to the next milestone.
Reliable closeBoard-ready financials
Cash visibilityBetter runway decisions
SaaS metricsCredibility with investors
Forecasting disciplineFewer surprises
Reporting automationFinance team capacity
CFO intelligenceStrategic decision support
Diligence readiness
Runway discipline
Operating leverage
Investor confidence
Next-stage finance