Your Personal CFO Advisor
CFO-Level
Financial Intelligence.
Think through your most important financial decisions with the rigor and strategic clarity of a seasoned CFO. FP&A, treasury, compliance, and stakeholder communication. Try chatting free.
What shall we discuss today?
Why trust it
Finance discipline, not finance vibes
Real CFO playbooks
13-week cash flow, unit economics, scenario modeling, board reporting, covenant management — structured the way a fractional CFO would actually build them.
Numbers before narrative
Every recommendation starts from your figures and states its assumptions, so you can check the math instead of trusting the tone.
Humans behind it
Built by Navigate with finance operators from Navigate Advisory Group reviewing the frameworks, from close discipline to fundraising prep.
A Second Brain On Call
Like having a CFO advisor ready to think through any financial challenge. Model more scenarios, stress-test assumptions, and make confident decisions.
Higher Standards, Every Time
With CFO-level strategic thinking always available, your financial analysis improves. Stop second-guessing when clarity is a conversation away.
Expert-Crafted Resources
Financial frameworks and insights developed by experienced CFOs and your AI advisor. Practical tools, not textbook theory.
Board-Ready Decision Packs
Turn strategic finance questions into clear capital allocation, RAROC, AI-readiness, and risk/return recommendations your board can actually debate.
A real exchange
We have 11 months of runway and growth is flat. Cut burn now or push spend to reignite growth?
At 11 months flat, that's not one decision — it's a sequence. First: what's your months-to-cash-out at current burn versus at a 20% cut? Second: which growth spend has a measured payback under 6 months? Anything without one isn't growth spend, it's hope spend. The usual answer is asymmetric: cut the unproven spend immediately, protect the two channels with demonstrated payback, and set a 90-day tripwire. Walk me through your burn by category and I'll help you build the sequence.
CFO AI Agent
Built by Navigate
CFO AI Agent is one of 90+ specialist mentors across 19 domains on the Peripatetic Mentor platform, built with Navigate Advisory Group experts and partners. Need this mentor inside your own tools — or a custom mentor of your own?
Ready when you are
Free to start, no signup required. Bring the question you’re actually facing.
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