Focus on building your product, leave the math to us.
Sophie Wang
Yuan He
Services
Fractional CFO
- Revenue and expense review
- Cost saving recommendations
- Negotiating with key vendors
Strategic Finance
- Business planning / financial modeling
- KPI / metrics identification
- Partnership and deal-making analysis
Fundraising Readiness
- Fundraising planning & strategizing
- Building fundraising pitchdeck
- Storytelling and strategic frameworks coaching
Testimonials
"Totally stoked to shout out Sophie's for rocking the finance advisory scene at my startup! She's been the wizard behind our growth and cost estimate magic, crafting chill and easy-to-digest business operating models. Sophie's vibe, dedication, and killer insights make her the go-to finance guru for any startup hustling for success."
- A Series A Founder
"Big thanks to Sophie for helping me refine the billing strategy for my startup! She totally nailed the subscription-based revenue game and gave me a great framework to start with, and anticipated my potential needs on an ideal billing tool as we scale. Super grateful for her insights—highly recommend her savvy advice! 🚀"
- An Early-Stage SaaS Startup
"Kudos to Sophie for her instrumental role in enhancing our Fintech product! Her expert review provided solid advice for improvement, shedding light on niche directions within the finance realm where our product could thrive. Grateful for her insights and excited to implement these valuable suggestions. Thanks a bunch, Sophie! ⭐️"
- A YCombinator Founder
"A huge shout-out to Sophie for her exceptional work in overhauling our e-commerce financial model! She dove deep into our sales data, emerging with strategies that have significantly boosted our profitability. Her recommendations for cost-effective logistics and dynamic pricing models were spot-on, aligning perfectly with our market needs. Her ability to distill complex financial concepts into actionable insights has been invaluable. Sophie is a wizard in the world of startup finance, and her guidance has been pivotal in our journey to success!"
- An E-Commerce Startup Founder
Sophie
Starting a business is never easy, but with the right financial strategy and leadership, it can be an incredibly rewarding experience. As a finance specialist with a passion for startups, I am dedicated to helping new businesses thrive by providing sound financial advice and support.
Yuan
Yuan is a finance professional that first became interested in startups while at school in the Bay Area. He has experience with budgeting, modeling, and process optimization. He would love to learn more about what the next startup is doing and help drive business success.
