Early-stage AI and deep tech companies face complex financial decisions long before they can justify a full-time CFO. Nelson CFO provides board-level financial leadership to companies navigating growth, capital planning, and investor expectations.
You build the product.
I help build the company.
Supporting early-stage technology companies from first institutional funding through scale.
Expertise Without the Full-Time Overhead
Most early-stage technology companies reach a point where financial decisions become too complex to manage alone.
Fundraising, runway planning, and investor reporting all require experienced financial leadership.
Yet hiring a full-time CFO too early can introduce cost and structure before the company is ready.
A fractional CFO provides the same senior-level perspective on a part-time basis — helping founders build financial models, manage runway, prepare for fundraising, and establish the reporting discipline expected by investors and boards.
The goal is simple: give the company the financial structure it needs to scale, without introducing executive overhead before the business requires it.
Typical situations where companies bring in Nelson CFO
• Preparing for an investor fundraising round
• Building a financial model investors can trust
• Preparing board reporting and KPI dashboards
• Managing burn rate and runway during rapid hiring
• Evaluating major strategic financial decisions during growth
Our Core Services
Fractional CFO support tailored to the realities of early-stage technology companies.
Nelson CFO provides the financial leadership and operational discipline required to scale responsibly, manage capital effectively, and build credibility with investors and boards.
Board and Investor Reporting
Preparation of clear, credible financial reporting for boards and investors.
Includes KPI dashboards, monthly reporting packages, variance analysis, and financial narratives that help leadership teams communicate performance and strategy with confidence.
Fundraising Strategy and Financial Preparation
Support for seed and Series A fundraising, including financial model development, investor materials, capital planning, and scenario analysis.
Helping founders present credible financial narratives that withstand investor scrutiny.
Financial Modeling and Forecasting
Deep tech often means long R&D cycles, uncertain markets, and significant capital needs. We design financial strategies that balance your mission with sustainability.
What this includes: Budgeting and projections, scenario planning, cash flow modeling.
Cash Flow and Runway Management
Planning and monitoring cash runway to support responsible growth.
Includes burn analysis, hiring scenarios, capital planning, and early identification of financial risks.
“Jason's contributions were critical to the success of AiDANT. His ability to both see the big picture and get into the numbers were crucial for us.”
About Jason
I founded Nelson CFO to give early-stage companies the financial clarity and discipline they need to scale with confidence. With more than 20 years of experience in the financial industry and an MBA from Columbia Business School, I saw that visionary founders often lacked the financial partnership required to meet the demands of investors and boards.
I have served as a fractional executive for multiple successful and growing startups, guiding them through the realities of scaling, fundraising, and board-level financial discipline. This hands-on work has given me a clear understanding of what founders need when building complex technologies under pressure.
At Nelson CFO, I work alongside founders shaping AI and deep tech with ethical purpose. My role is to ensure your company has the financial foundation, credibility, and strategy to succeed, so you can focus on building technology that improves the world.
