Fractional CFO · Austin, Texas
Finance leadership for companies on the rise.
Helping early and growth-stage companies in the Technology and Consumer industries plan, raise, and report with the rigor investors expect.
- Budgeting & Forecasting
- Financial Modeling
- Fundraising (Debt & Equity)
- Board & Investor Reporting
- Transaction Support
About Phoenix CFO
Ming founded Phoenix CFO in 2023 to bridge the gap between what institutional investors expect and what early-stage SaaS and Consumer brands can show. These companies often have amazing products and services, but are too early in their journey to have the financial expertise to build detailed business plans that guide strategic decisions and help investors understand the business in a tangible way.
With over a decade of experience as a former VC-backed executive, investor, and CFO, Ming brings multiple perspectives to help early-stage teams work through key strategic and operational finance questions, at a fraction of the cost of an experienced full-time CFO.
Outside of work, Ming serves as Treasurer and Board Officer for the Westcave Outdoor Discovery Center, a 501(c)(3) nonprofit, travels the world, and raises two cats, Pumpkin and Nori.
Core services
Hands-on finance support, scoped to where your company is today.
Budget & Forecasting
Establish a defensible financial plan and track performance against it to manage the business and communicate with stakeholders.
Financial Modeling
A dynamic, interactive model that serves as your roadmap for how you plan to grow the business over the next 2–5 years.
Fundraising
Partner with an experienced investor to evaluate financing options, navigate investor conversations, and negotiate equity or debt terms.
Board Reporting
Executive-ready board presentations built on best practices from dozens of board meetings.
Transaction Support
Coordinate every moving piece, from legal and accounting to investors, through due diligence and closing.
Something else?
Have other needs as a growing business? Reach out, and I'll help directly or refer you to an experienced partner.
Let's talk about your next stage.
Book a free consultation to walk through where your finance function is today and where it needs to be.
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