CFO Playbooks

 

Defense, Cybersecurity & Sovereign Tech Companies

 

Secure Your Growth with Financial Leadership Built for Critical Technology

CFO Insights is the first cloud-based CFO-as-a-Service platform designed to support Europe’s innovation economy. Our tailored services for cybersecurity and sovereign tech companies are engineered to help you scale faster, take data-driven decisions and unlock strategic value through a best-in-class business model, attracting national funding, VC and defense-tech investors.

 

Why Cybersecurity & Sovereign Tech Needs a Specialized CFO Partner

Companies in this sector operate in high-stakes, capital-intensive environments:

  • Government-grade compliance requirements
  • Long enterprise/government sales cycles
  • Cash intensive business models, requiring continuous R&D investment
  • Complex pricing models and service-level contracts
  • Hybrid funding paths (VC + national innovation funds + defense grants)

 

Generic finance support isn’t enough. You need sector-aligned strategy, tools, and insights.

Strategic Finance Leadership
  • Industry-specific budgeting
  • Financial projections aligned with the business plan
  • Scenario modeling for growth-stage companies
  • Development of regular management reports to support decision-making
Pre/ Post Financing Financial Modelling
  • Full cost models
  • Margin optimization
  • Pricing strategy
  • Cashflow runway mapping
KPI Strategy & Tracking
  • ARR/MRR
  • Security SLAs
  • Client acquisition cost
  • Gross margin by segment
  • Regular management reporting
Fundraising Strategy
  • Pitch decks
  • Financial models
  • Due diligence
  • Capital efficiency planning
CAP Table
  • Cap table and convertible instrument modeling (SAFE, convertible notes, equity)

Add-on Capabilities

 

  • M&A Support: Financial modelling of mergers and acquisition, estimation of synergies
  • Pricing Strategy: Modeling per-seat, tiered, usage-based or hybrid pricing
  • Cash Flow Stress Testing: Prepare for dual-track funding or longer sales cycles

Who We Work With

 

  • Endpoint Security & Network Defense Startups
  • Sovereign Cloud & Data Platforms
  • Encryption, Identity & Zero Trust Firms
  • National Cyber Innovation Grantees
  • Dual-Use & Defense-Tech Scaleups

Why CFO Insights?

 

  • Deep roots in EU finance programs: EIC, EISMEA, national innovation agencies
  • Flexible, scalable support (fractional CFO model + tech dashboard)
  • Active partnerships with VCs, sovereign innovation funds, and accelerators
  • 100% EU-based delivery, fully GDPR-compliant

Defense, Cybersecurity & Sovereign Tech:

Access CFO Playbook for Defence, Cybersecurity & Sovereign Tech

 

AI & Deep Tech Companies

 

Scale Breakthrough Innovation with Financial Leadership Built for Complexity

CFO Insights is Europe’s first cloud-native CFO-as-a-Service platform tailored to support innovation-driven industries. Our specialized services for AI and deep tech companies help you scale breakthrough technologies, make capital-efficient decisions, and navigate hybrid funding strategies involving VCs, EIC grants, and industrial co-investment.

Why AI & Deep Tech Companies Need a Specialized CFO Partner

These companies face unique financial and strategic challenges:

  • Long R&D cycles and delayed commercialization
  • TRL-linked financing needs (e.g., EIC Pathfinder, Transition, Accelerator)
  • Grant and equity funding mix
  • Complex capex and hiring needs across technical functions
  • Non-standard metrics and performance indicators

Generic financial management falls short. You need a partner that speaks deep tech.

Strategic Finance Leadership
  • Milestone-based budgeting
  • Scenario modeling
  • Financial planning aligned to R&D roadmaps
Fundraising Strategy
  • Financial models for equity + grant co-funding
  • Data room preparation
  • Dilution management
  • Term Sheet negotiations
  • Investment memorandum preparation
IP-Driven Valuation Modeling
  • Valuation methodologies based on patents, IP portfolios, and defensible differentiation
KPI Strategy & Tracking
  • Custom metrics design for pre-revenue and early TRL startups
  • Management reporting with AI-specific KPIs and budget comparison
CAP Table
  • Cap table and convertible instrument modeling (SAFE, convertible notes, equity)

Add-on Capabilities

 

  • Cash runway optimization for long development horizons
  • Pricing support for hybrid models (licensing, API access, hardware/SaaS mix)
  • Financial readiness for Series A/B and corporate co-investment

Who We Work With

 

  • AI & ML startups (LLMs, NLP, RAG, predictive analytics)
  • Quantum computing and advanced materials firms
  • Robotics, photonics, space & sensing companies
  • EIC grantees and Pathfinder/Accelerator alumni
  • IP-rich spinouts from European universities and research labs

Why CFO Insights?

 

  • Deep familiarity with TRL-linked finance and blended capital paths
  • Integrated dashboard + CFO support = insight and speed
  • Trusted by VC-backed and grant-funded deep tech founders across Europe
  • 100% EU-based, with secure, GDPR-compliant data infrastructure

 

AI & Deep Tech:

“The most powerful algorithms can’t replace the role of sound financial modeling in scaling breakthrough technologies.”

Cleantech & Climate Tech Companies

 

Accelerate Impact and Scale with Climate-Aligned Financial Leadership

CFO Insights is the first cloud-native CFO-as-a-Service platform built for Europe’s innovation economy. Our tailored services for cleantech and climate tech companies are designed to support your capital-intensive growth, ESG readiness, and strategic navigation of fundraising.

 

Why Cleantech & Climate Tech Needs a Specialized CFO Partner

Companies in this space face high complexity:

  • Long infrastructure buildouts or pilot-to-commercial scale transitions
  • Cashflow intensity due to continuous investment in R&D and impact-driven initiatives
  • Non-traditional business models (project finance, hardware + SaaS, PPA structures)
  • Hybrid financing: VC, corporate VC, EU grants, climate funds
  • Multi-market expansion and localization needs

 

You need a CFO partner fluent in impact metrics and blended capital strategy.

Strategic Finance Leadership
  • Climate-scaled budgeting
  • Scenario planning
  • Financial storytelling for impact investors
  • Custom KPIs structuring and monitoring
Cashflow mapping
  • Cashflow mapping of runway
  • Stress test scenarios
  • Optimization of cashflow management
Fundraising Readiness
  • Data room preparation
  • Мodeling and storytelling for VC and climate fund hybrid rounds
  • Term Sheet negotiations
Pricing & Business Modelling
  • Energy-as-a-Service
  • PPA pricing
  • Recurring vs. capex-recovery models
CAP Table
  • Cap table and convertible instrument modeling (SAFE, convertible notes, equity)

Add-on Capabilities

  • ROI modeling and lifecycle cost analysis
  • Financial modeling for pilot and scale-stage infrastructure
  • Sensitivity testing for regulatory and pricing changes (e.g. carbon credit assumptions)
  • Board-level support

Who We Work With

 

  • Climate SaaS and ESG analytics providers
  • Circular economy startups and sustainable packaging scaleups
  • Carbon capture and removal technologies
  • Mobility and green logistics ventures

Why CFO Insights?

 

  • Integrated climate finance expertise + cloud dashboard tooling
  • Active partnerships with VCs, EU grant consultants, and ESG funds
  • Track record supporting EU-funded cleantech founders
  • 100% EU-based team with full GDPR compliance

Cleantech & Climate Tech

“Sustainability is not only an environmental goal — it’s a financial strategy that secures resilience against market volatility.”

BG