Personalized 1-on-1 financial coaching

Exclusive to MyPocketCFO clients: Personalized one-on-one financial coaching to help your business achieve defined business goals.

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Let Our Coach Cut Your Stress of Financing and Fundraising Activities

Connect your systems

Connect your commerce, banking, and invoicing systems so we can produce a draft financial book.

Select a coach to co-work on your financials

Answer a few questions so we get to know better about your business and coaching needs.

Book 1on1 coaching session in-app

Schedule 1on1 session in-app, and collaborate on your financial data securely and on-demand.

Lisa Stone - fundraising coach

An advisor to MyPocketCFO, Lisa Stone is a Silicon Valley builder with multiple exits turned investor. Lisa has raised $100M+ in venture investment for companies she founded or helped lead, and built five customer movements (25-245M unique visitors/month). As an investor, Lisa to date has helped raise $140M+ from limited partners, including family offices and institutional investors. Today Lisa is a General Partner at the BrainTrust Fund, a $15M traditional venture fund investing in breakthrough beauty and wellness companies led by diverse teams demonstrating cultural and commercial leadership.

Existing MyPocketCFO client or masterclass participants may book Lisa for coaching on fundraising.

$499/session

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Keanna Vear - capital financing coach

As an advisor to myPocketCFO, Keanna brings ~10 years of experience as a commercial lender. Her foundational credit training comes from her banking and credit fund experience at Silicon Valley Bank and Trinity Capital, where she underwrote venture debt, ABLs, and equipment loans for businesses who built physical products. Most recently, she has spent the last 5 years in senior credit roles for various fintech startups, including Flexport Capital and Settle. With an extensive background in assisting a countless number of brands secure alternative financing for sustainable growth, Keanna will empower you with knowledge to make informed choices that can steer your CPG brand toward financial success.

Some areas where she can assist include:
- Recommendations on debt structures, including referrals to capital financing partners
- Review of financial statements/models with tailored recommendations to best meet the needs of lenders
- Assistance with debt restructuring/consolidation
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Existing MyPocketCFO client or masterclass participants may book Lisa for coaching on fundraising.

$299/session

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FAQ

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Perspectives from Thought Leaders

Can AI Really Handle Your Books? Insights from a CPG Finance Expert

In a recent Foodbevy Startup to Scale podcast episode, host Jordan Buckner sat down with our CEO Alice Zhang [https://www.linkedin.com/in/alicezhang] to discuss a question many founders are asking: Can AI handle your bookkeeping? [https://www.foodbevy.com/192-can-ai-be-your-bookkeeper/] The conversation offered practical insights into what's possible today and what's coming tomorrow.

Tips for Balancing DTC and B2B Retail for CPG Companies

The consumer packaged goods industry is experiencing unprecedented transformation. Over the past few years, we've witnessed a remarkable phenomenon: established CPG companies executing multiple strategic pivots as they navigate through increasingly complex market dynamics. The challenges are manifold – from persistent labor shortages and supply chain disruptions to escalating material costs and volatile carrier relationships. Add to this the growing complexity of last-mile delivery costs, and it becomes clear why success in today's CPG landscape requires a sophisticated approach to channel strategy.

Streamlining Your Financial Toolkit: A Comprehensive Guide for Early-Stage CPG Brands

Navigating the financial landscape as an early-stage Consumer Packaged Goods (CPG) brand can be daunting. With limited resources and the need for rapid growth, founders often struggle to find the right financial tools that are both effective and affordable. In a recent webinar hosted by Naturally New York, Alice Zhang, co-founder and CEO of MyPocketCFO, shared invaluable insights on how startups can streamline their financial operations without breaking the bank.