Maximize Your B2B SaaS Business Value
Through Strategic Finance

Maximize Your B2B SaaS Business Value
Through Strategic Finance

Fractional CFO services that help B2B SaaS founders close fundraises faster, make confident decisions, and maximize exit value.

Fractional CFO services that help B2B SaaS founders close fundraises faster, make confident decisions, and maximize exit value.

Core Services

  1. Investor-Ready Financial Reporting

Investor Grade Reporting: We assist our clients with setting up an effective transparent reporting process that gives founders and investors the visibility they need to plan towards a fundraise or exit.


Industry Specific KPIs: We focus on B2B SaaS metrics that investors value most (e.g. ARR/MRR, churn/retention, LTV/CAC).


Process automation: We use modern integrations and real time data to automate processes and enable timely insights in a customized way.

  1. Fractional CFO Services 

Exit-readiness: Advising founders by helping them define investor-friendly goals and milestones to work towards a value maximizing exit.


Budget & Forecasting: Once Goals and Milestones are defined we implement a Budget and/or Forecast to track them monthly/weekly.


Restructuring: When things don’t go as planned we stabilize and support with cash management and/or stakeholder negotiations.

Exit-readiness: Advising founders by helping them define investor-friendly goals and milestones to work towards a value maximizing exit.


Budget & Forecasting: Once Goals and Milestones are defined we implement a Budget and/or Forecast to track them monthly/weekly.


Restructuring: When things don’t go as planned we stabilize and support with cash management and/or stakeholder negotiations.

  1. Fundraising & Exit Advisory

Fundraising: We support the fundraising process end-to-end from the start (data room prep & investor outreach) to finish (negotiations of terms & closing).


Exit / M&A: We consult companies with M&A transactions ensuring they can execute a value maximizing exit.

Fundraising: We support the fundraising process end-to-end from the start (data room prep & investor outreach) to finish (negotiations of terms & closing).


Exit / M&A: We consult companies with M&A transactions ensuring they can execute a value maximizing exit.

"WE PLAN AHEAD, SO YOU CAN STAY AHEAD"

Real-Time Financial Clarity with Data Integrations

Real-Time Financial Clarity with Data Integrations

Monthly accounting reports can be slow and backward looking. We sync with your bank accounts, stripe and other tools so you can make the decisions on current data, not month-old reports.

Monthly accounting reports can be slow and backward looking. We sync with your bank accounts, stripe and other tools so you can make the decisions on current data, not month-old reports.

Your Strategic Finance Partner, Always Available

Your Strategic Finance Partner, Always Available

Get strategic guidance when you need it, not just quarterly meetings. Monthly check-ins, direct access for urgent questions, and proactive support as challenges arise. CFO- level thinking without the €150-200k hire.

Get strategic guidance when you need it, not just quarterly meetings. Monthly check-ins, direct access for urgent questions, and proactive support as challenges arise. CFO- level thinking without the €150-200k hire.

What we stand for

Forward Thinking

We plan and think ahead so our clients can make proactive decisions that help them grow faster or avoid costly mistakes.

Financial Excellence

Our numbers are accurate, relevant and actionable. We gain the trust of our clients by holding ourselves to the highest level of quality.

Innovative

We leverage modern tools and data to provide real-

time insights months before accounting figures are

ready.

We leverage modern tools and data to provide real-time insights months before accounting figures are ready.

Reliability

Our clients can count on us in any scenario. We deliver accurate, timely, and actionable financial insights when it matters most, giving decision makers the confidence to make hard decisions.

What clients say

As a three digit growth ecommerce startup we are heavily involved in day-to-day operations with limited resources. Johannes helps us to keep track of our financial goals and provides peace of mind to us and our investors as their cash forecast reports allow us to spot liquidity bottlenecks from miles away.

Cem Dogan

CEO & Founder

We are working with Johannes on a project in the field of energy storage. The collaboration is straightforward and professional. Thanks to the detailed budget, we can make sure that we are on track to reach our financial goals and have a higher chance to secure bank financing.

Fabian Eckl

Founder & CEO

As a young startup we attach great importance to a detailed and accurate financial plan. Johannes supports us not only in the preparation of our financial forecast but also in strategic questions, financing and fundraising whenever we need their help.

Axel Menzel 

Founder

© Copyright 2026 Forward Finance. All Rights Reserved

© Copyright 2026 Forward Finance. All Rights Reserved

© Copyright 2026 Forward Finance. All Rights Reserved