Priced like software. Not like a firm.
What you see is what you pay. No retainer minimums, no implementation fees, no surprise line items at the bottom of your invoice.
Financial Due Diligence
For deal teams.
A deep-dive banking-grade workbook delivered in roughly 60 seconds.
- 40+ tabs of deep data
- EBITDA bridge with auto-detected add-backs
- Flagged risks + variance analysis
- NWC analysis + aging schedules
- One-click accounting integrations
- Multi-entity consolidation
Money Back Guarantee. Under LOI? See the reviewed tier below.
Fractional CFO
For operators.
Fortune-500 CFO work on retainer. Monthly close oversight, forecasting, and strategy.
- Monthly close + variance walkthrough
- 13-week cash forecast (refreshed weekly)
- Quarterly strategy + re-forecast
- Profitability + pricing analysis
- Tax optimization with your accountant
- Fundraising / M&A support included
Personalized savings estimate; no commitment.
Investor Relations
For anyone talking to investors.
Raising, selling, or running public IR. Narrative and analytics for any company that has to make money believe in it.
- Peer benchmarking (public & private comps)
- Narrative development + pitch refinement
- Investor CRM (LPs, VCs, strategic acquirers, public investors)
- Transcript & sentiment analysis
- Fundraising / exit prep deliverables
- White-glove onboarding included
Free elevator-pitch upgrade with intro call.
Two ways to run diligence
A traditional Quality of Earnings engagement typically runs $15,000 or more and takes three to six weeks. Both tiers below start from the same analysis, generated in about 60 seconds.
Self-Serve
The complete analysis, generated on your timeline. Best for early looks, IOI-stage screening, and active shops running several targets at once.
- Full 40+ tab workbook with EBITDA bridge, flag log, and NWC analysis
- Delivered through the app in roughly 60 seconds
- Per-recipient dataroom sharing included
Reviewed + Lender-Ready
For deals under LOI. The same workbook, plus a line-by-line analyst review and a work product your lender can put in the credit file.
- Everything in Self-Serve
- Line-by-line analyst review of the workbook and flags
- Findings call to walk your deal team through the risks
- Lender-ready summary letter for SBA and bank underwriting
Industry-specific CFO pricing
We have dedicated practices for two verticals where generic CFO work falls short.
Common pricing questions
Can I see a report before I commit?
Yes. Reach out to dylan@zenithanalysis.com and we'll send a sample workbook from an anonymized deal so you can see exactly what you get. Every first report is also covered by the money-back guarantee.
Are there volume discounts on FDD?
Search funds and PE shops running more than ~5 deals/month get bundled subscription pricing. Ask us for a quote.
What does the Fractional CFO retainer include?
Monthly close walkthrough, weekly cash check, quarterly strategy session, ad-hoc availability for urgent decisions, and access to our analyst team for one-off projects. No separate hourly billing.
Is the IR product self-serve?
Not yet. We onboard each IR client personally because the value is mostly in calibration to your company, your peers, and your investor base.