DWDana WhitfieldFractional CFO
The outcomes dossier

Proof, not promises.

The number, the work behind it, and the founder’s words. Client identities are anonymized to protect confidentiality.

$0M+
Capital raised with clients
Seed through Series C
0
Companies served
Across SaaS, hardware, marketplaces
0%
Avg. burn reduction
In the first two quarters
0
Years in startup finance
VP Finance → 2× CFO
Case snapshots

Engagements & what changed.

Vertical SaaS platform — B2B SaaSSeed → Series A
$14MSeries A raised
Vertical SaaS platform · B2B SaaS

Built the model and narrative; closed a $14M Series A 20% above the founder’s target valuation.

8-month engagementRead the dossier →
Connected-hardware startup — Hardware / IoTSeries A
+5 moRunway extended
Connected-hardware startup · Hardware / IoT

Cut burn 34% and extended runway from 4 to 9 months to hit the milestones for the next raise.

6-month engagementRead the dossier →
Two-sided marketplace — MarketplaceSeries B
40%Faster monthly close
Two-sided marketplace · Marketplace

Built FP&A from zero — driver-based model, KPI dashboards, and a board package the investors actually trusted.

10-month engagementRead the dossier →
MedTech device startup — MedTechSeries C → Exit
ClosedAcquisition
MedTech device startup · MedTech

Interim CFO through a strategic acquisition — clean diligence, QoE-ready books, and a smooth close.

7-month engagementRead the dossier →
In their words

Founders & board members.

Dana made our numbers fundable. She sat in diligence and answered things I couldn’t have — the round closed faster and higher than I’d modeled. The best money we spent before the raise.
Marcus ReyesMarcus Reyes
Founder & CEO · Vertical SaaS platform
We thought we were out of road. Dana found five months of runway we didn’t know we had and kept the team intact. She’s the calmest person in any cash crisis.
Priya AnandPriya Anand
Co-founder & COO · Connected-hardware startup
For the first time our board meetings were boring — in the best way. The numbers held up, and she built the in-house analyst who owns it all now. That’s the whole point of her.
Daniel ChoDaniel Cho
CEO · Two-sided marketplace
Our CFO left at the worst possible moment, mid-acquisition. Dana stepped in within a week, the diligence was clean, and the deal closed on time. She held the whole thing together.
Elena BrandtElena Brandt
Board Chair · MedTech device startup
I’d been to three “fractional CFO” services that sent a junior with a senior title. Dana is the real thing — she’s done the job, multiple times, and it shows in week one.
JOJames Okafor
Founder · Developer-tools startup
She told me the hard truth about our burn before the board did. That conversation probably saved the company. I trust her with the numbers completely.
SMSofia Marin
CEO · Climate-tech startup

Illustrative results for this template — representative, not a guarantee of future outcomes. Client identities are anonymized to protect confidentiality. All engagements are covered by a mutual NDA, and a limited number of clients are taken at a time to avoid conflicts.

Let’s talk

Bring me in before the round.

A 30-minute discovery call — direct, no pitch. We’ll talk through where you are, what hurts, and whether I’m the right fit. If I’m not, I’ll tell you who is.