Questions?

Are you a visionary founder or sales-focused business owner?

Yes, I am No, I am not

What would adding a
  • Chief Financial Officer
  • Chief Operating Officer
  • Chief Marketing Officer
  • Chief People Officer
  • Chief Product Officer
  • Chief Technology Officer
allow you to do?

At a Fractional Cost

Your business is growing and you’re growing into your role. But your business needs to level-up in a key area of the business. Or you’re just not experienced in certain key roles. You also have no time to build out your skills in the area and the current team doesn’t have the experience you know they need to get to the next milestone. They need direction. You need direction. What do you do?

  1. Keep doing it myself

  2. Hope my team can handle it

  3. Consider hiring an expert

C-Level Experience

  • Chief Financial Officer

  • Chief Marketing Officer

  • Chief Operations Officer

Massive value potential

A CFO does much more than overseeing the financial reporting of your business. Your CFO manages cash, develops annual forecasts, manages budgets, advises you on key business decisions, and empowers you with objective and unbiased data. Many CFOs free up massive amounts of time for CEO each year by managing key professional service relationships, such as legal, insurance, tax, and real estate. Some even roll up HR.

If you hired a fractional CFO, what would that free you to do?

  • Have more confidence in our ability to achieve our goals this year
  • Execute on the roadmap I’ve laid out
  • Spend more time with my family
  • Leverage my strengths in the business

What does a CFO do?

  • Financial Planning & Analysis – Development and Proactive Management throughout the Business
  • Accounting and Tax – Close Cycle Management
  • Financial Statement Preparation
  • Treasury & Liquidity Management 
  • Real-Time Business Intelligence
  • Data-Driven Culture
  • Executive Dashboard Development
  • Legal & Risk Management
  • Capital Structure Optimization
  • Capital Raise Management – Due Diligence Deal Room Creation & Control
  • Cap Table Clean-Up & Management
  • Board of Directors Management including Quarterly Board Meetings
  • Investor Communication
  • Trusted Advisor to the CEO

"You need a CFO. One of the reasons most businesses fail is a good CFO might be a half-million dollars and most businesses haven't done a million (dollars) yet, but you can get a virtual CFO. "

- Tony Robbins

Massive value potential

An excellent CMO is fuel to a company’s growth strategy enabling sales with the right leads and relevant marketing collateral. They can break down the strategic sales goals and implement targeted plans to achieve them using a variety of channels. They empower the CEO to delegate the outcome and free up significant amounts of time invested in the planning and execution of robust marketing initiatives.

If you hired a fractional CMO, what would that free you to do?

  • Have more confidence in our marketing systems and ability to meet our revenue target
  • Dream about what we’ll do next
  • Spend more time with my family
  • Leverage my strengths in the business

What does a CMO do?

  • Facilitate growth and marketing strategy
  • Generate revenue and mitigate risk

“Progress begins one step at a time. There is no sudden leap to greatness. Good work little by little, day by day, becomes a great work. The house of success is built brick by brick.”

- Unknown

Massive value potential

A quality COO is one part field marshal, two parts systems engineer, one part optimizer and the consummate first mate who can execute the captain’s vision on a day to day, week to week basis. All COOs free up significant time for their CEOs by owning the daily and weekly demands of the business. The best COOs constantly work to identify obstacles and roadblocks early and then build the best systems with the team and resources available.

If you hired a fractional COO, what would that free you to do?

  • Have more confidence in our internal systems
  • Dream about what we’ll do next
  • Spend more time with my family
  • Leverage my strengths in the business

What does a COO do?

  • Head up strategy design to direct the company’s future
  • Drive operational capacity (meet/exceed goals, manage internal/external business demands)

“Efficiency is doing things right; effectiveness is doing the right things."

- Peter Drucker, father of modern management

Additional Services

  • Part Time CFO | Fractional CFO

    Scalable Finance

    How are you going to grow your back office team? Scale Finance is the back-office finance and accounting team for growing companies who want to outsource multiple finance team roles (CFO, Controller, Manager, and Bookkeeper).

    Learn More
  • C Level Services | Fractional CFO

    Business Advisory

    Passion, financing and work ethic don’t guarantee success. And founders expertly skilled in one area of the business often have little experience in other key functional areas of the business, especially as the business grows.

    Learn More

“Vessel's ability to bring focus along with financial and operational excellence into a rapidly changing startup ecosystem has been one of the most impressive things I've ever seen, and all of that comes along with the fact that they're just a class act and great company to be around.”

David Jay Founder @ Pass, Agree.com, Shoot & Share, Vivi, Warm Welcome

“Vessel Advisors balances a focused talent for bringing structured systems, streamlined processes and measurable metrics to all aspects of the financial and operational management of an enterprise with an innate ability to dynamically adapt in support of fellow executives in achieving both tactical and strategic objectives.”

Don Oparah Founder & CEO of Blockvolution Inc

"Vessel Advisors is one of the best numbers companies I know when it comes to start-ups and tech-related companies. They understand this space including the various players and stakeholders that converge. They're also great with people and bring a can-do attitude. They helped Polis Technologies get clear on our revenue model and how much we could spend to acquire new users. They also helped communicate this during our fundraising efforts with Pasadena Angels and BMW iVentures among others. I recommend Vessel Advisors without reservation."

Dennis Baker Founder & CEO of Polis Technologies

"Having Vessel's team as my trusted advisors and business coaches has been like rocket fuel for my business. They helped create clarity for my pricing and helped me implement a new pricing model. They also bring systems and frameworks from a finance and operations perspective that have been perfectly suited for my business. I’ve recommended them to many of my clients and would highly recommend them to any business owners."

Kristin Prosser Founder & CEO of The Accounting Collective

"Vessel Advisors created a work environment for myself and my team that I didn't know was possible. They had a vision and order that was way outside of my own ability. When we brought in Vessel, it was to reorganize our systems and people, so that things ran smoothly and I could hand off some obligations to my team. What they gave us was more. More time and energy to be open to bigger opportunities. More confidence in the ability and gifts I do possess. More connection to my team and their strengths. Everyone was healthier and happier because of the investment we made in Vessel Advisors and their ability to see things through. The relief it gave me from a personal standpoint is still to this day, invaluable. I'm so thankful I'm so much better at delegating, so I don't miss out on what's right in front of me. That's all because of Vessel Advisors and the role they played with Cara Clark Nutrition."

Cara Clark Author, The Wellness Remodel, and Founder & CEO of Cara Clark Nutrition

"Don't work with them! That's what I selfishly told everyone when I first started working with Vessel. Admittedly it was because I wanted their skillsets 100% dedicated to FunnelDash and didn't want anyone else buying up their time. But, it turns out, a startup full-time CFO would be overkill. Vessel Advisors has been instrumental in helping me navigate our start-up's turbulent financial crosswinds. They were our financial advisors in the early stages when we self-funded the business heavily with debt and cash flows from other businesses all the way through to our first round of seed capital. Every startup should have a contract CFO and I can't recommend Vessel Advisors enough."

Zach Johnson Founder & CEO, FunnelDash

Delivering financial clarity and operational certainty to growth-stage CEOs.

Contact Us

Vessel Advisors LLC
18191 Von Karman Ave., Suite 100
Irvine, CA 92612 listen@vesseladvisors.com

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