Not all innovation is created equal. At Nelson CFO, we partner with visionary founders building AI and deep tech for ethical impact. These are technologies that enhance trust, improve lives, and solve the problems that matter most.
Whether advancing healthcare, sustainability, education, or safety, we help you build financial systems that attract aligned investors, satisfy boards, and give you the clarity to scale responsibly.
Expertise Without the Full-Time Overhead
Access board-level financial leadership built for visionary AI and deep tech founders, without the cost of a full-time CFO. At Nelson CFO, you gain the insight and discipline of institutional finance, adapted to the realities of early-stage innovation.
Our fractional model grows with you. Whether you are preparing your first raise, managing complex R&D capitalization, or planning for international expansion, we deliver the financial clarity and investor credibility you need at every stage.
Take the first step toward building the financial foundation for enduring growth. Schedule a no-obligation consultation to explore how Nelson CFO can accelerate your mission.
Investor and Board Confidence
We help you communicate your mission in financial terms that resonate with serious investors and build lasting trust in the boardroom.
What this includes: Board-ready financial reporting, cap table modeling, investor updates.
Capital Raising with Integrity
From diligence preparation to telling your growth story through numbers, we ensure your raise reflects both your trajectory and your values-driven mission.
What this includes: Financial due diligence support, data room preparation, fundraising models.
Forecasting for Long-Term Impact
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.
Runway Planning for Real Progress
Milestones should advance your impact, not just show growth at any cost. We align your financial plan with purpose so you can scale with confidence.
What this includes: Cash flow forecasting, headcount and hiring plans, monthly close review.
“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.
