Copper8 Strategies

We are a boutique virtual CFO consulting firm guiding small & medium enterprises businesses to financial sustainability. Copper8 Strategies was founded in 2018 primarily working with tech start-ups provided market research, financial modeling and venture funding preparation. From there we evolved to a fractional CFO firm providing services for companies making at least $500K in annual revenue primarily in the tech and CPG sectors. We're passionate about enabling business owners & leaders to make high quality decisions for their business and reach or maintaining financial sustainability. Our approach includes deep dives into the current state of the business, guidance on increasing revenue, and cost saving initiatives. Our services include: fractional CFO support, monthly & quarterly coaching, and financial modeling.

Key Services & Use Cases

01

Cash Flow, Revenue Forecast, Full FP&A

02

Fundraising Support for Series A, Series B+

03

Industries Supported: Software & Tech, Retail

Client Revenue Size: <$1M - $10M

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Newest Blog Posts

Corporate Transparency Act
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Corporate Transparency Act

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SECURE Act 2.0
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SECURE Act 2.0

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Revenue vs Operating Income
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Revenue vs Operating Income

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