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We partner primarily with venture & private-equity backed SaaS & AI businesses ranging from early growth to mid-market scale. Most clients are looking to build (or overhaul) their financial planning, reporting infrastructure, KPI framework, and operational analytics. We also support founders or finance leaders who need strategic finance expertise without hiring a full-time team.

Lone Peak is a fractional FP&A service, as we are able to provide far more technical services than a fractional CFO firm. Our model is retainer-based, not project-based. We embed ourselves long-term so we can learn the business, build systems that actually work in the real world, and continuously iterate as the business evolves. You’re not getting slide decks that collect dust — you’re getting actionable reporting, automated data pipelines, and forecasting tools your leadership team uses every week.

Our four-phase, iterative framework mirrors how strategic finance actually supports operators:

1. Discovery — Deep dive into your GTM engine, product model, revenue mix, data sources, and P&L.

2. Implementation — Build or repair your data infrastructure, modeling environment, and management reporting package.

3. Utilization — Partner with your team on forecasting, scenario planning, budgeting, and KPI interpretation.

4. Iteration & Optimization — Improve data quality, expand reporting, introduce automations/AI, and build efficiencies over time.

This framework is designed to create lasting clarity — not one-off deliverables.

Most clients can begin within 1–2 weeks. Onboarding includes access setup, reviewing your current systems (ERP, CRM, billing, support, project management), aligning on goals, and evaluating your existing reporting. Clients typically see meaningful deliverables — such as a first-pass KPI model or cleaned data repository — within the first 30 days.

Common deliverables include:

- Full driver-based financial models (P&L, balance sheet, indirect cash flow)

- SaaS KPI suites tied directly to your GAAP P&L and ARR

- Data lakes / repositories for automated reporting

- Workflow improvements, forecasting tools, renewal/expansion modeling, booking logic, and system cleanup

- Monthly business review materials

Everything we build is designed to be repeatable, scalable, and operator-friendly.