Transparent by design. Compelling by math.
Here is exactly what you earn, how you grow, and what you keep — no surprises.
Founding CFO partners earn advisory payouts, platform revenue share, Portfolio Yield, management fees, and an equity stake. Network CFO partners earn advisory payouts and platform revenue share, with unlimited positions.
- Advisory payout — Fintera bills advisory at a pre-agreed rate card ($300–$375/hr). You receive 80% of the charge-out rate. Pre-existing clients you brought to Fintera keep their current billing arrangement.
- Platform revenue share — 11%–22% of the $2,799/mo platform subscription fee, tier-driven. Higher share for self-sourced clients than platform-sourced.
- Portfolio Yield — 4%–7% of subscription fees generated by Network CFOs you manage, plus a per-CFO management fee ($500–$800/mo).
- Equity stake — 0.3% initial grant with performance unlocks up to 1.25%. Four-year vest, one-year cliff.
$1M/yr by Year 5
Cash + Equity (terms on request) over 5 years
Tier 1
8 clients
~$348K
Tier 2
12–14 clients
~$565K–$704K
Tier 3
15 clients
~$880K–$945K
| Tier | Self-Sourced Rev Share | Platform Rev Share | Portfolio Yield | Mgmt Fee |
|---|---|---|---|---|
| Tier 1 | 17% | 11% | 4% | $500/CFO/mo |
| Tier 2 | 19% | 12% | 5% | $600/CFO/mo |
| Tier 3 | 22% | 15% | 7% | $800/CFO/mo |
Rev share applies to the platform subscription fee ($2,799/mo). Advisory payout is 80% of the charge-out rate ($300–$375/hr). Pre-existing client billing arrangements are unaffected.
BUILD YOUR EARNINGS PROJECTION
Total clients: 6 · Advisory payout: $2,400/client/mo (80% of $375/hr × 8 hrs · fees grow 3%/yr)
Monthly Income
$19,763
Annual Earnings
$237,151
5-Year Cumulative
$3.54M
Cash income (spreadsheet total)
Equity
0.3% grant
Full terms available on request
Solo counterfactual ($300/hr, 65% utilization, 6-client ceiling): $112,320/year
+$124,831 more with Fintera infrastructure
Illustrative only, not a guarantee of earnings. Solo comparison reflects realistic conditions: unbranded rate, ~35% non-billable time for sales and admin, 4–6 client capacity ceiling. Excludes solo infrastructure costs (tools, insurance, marketing) and unpaid onboarding.
These are your numbers.
Book 30 minutes with a Founding CFO to pressure-test this projection against your current book.
The equity that makes this more than a passive income stream.
Founding CFO partners receive non-qualified stock options (NSOs) in Fintera — because the people who build the network should share in its value.
8%
Total equity pool reserved for Founding CFOs (BOD may increase)
0.3%
Initial NSO grant on signing — subject to exclusivity + 6-month rollover
4 yr
Vesting (1-year cliff on Initial Grant; performance grants vest immediately)
1.25%
Hard cap per Founding CFO, NSO — Initial + performance
Your vesting schedule
Join
Cliff — 25% vests
50%
75%
100%
At month 0: 0% vested
Initial Grant only. Performance grants vest immediately upon certification.
Performance Unlocks
Total potential: up to 1.25% in NSOs (0.3% Initial Grant + up to 0.5% performance + headroom)
Active clients are measured point-in-time at each anniversary, net of churn. Year 1 target is fixed; Years 2–5 are reviewed at annual renewal. Pro-rata payout when achievement is 50% or more of target; uncapped above 100% (subject to the 1.25% hard cap). Performance program concludes at the Year 5 anniversary.
What this could mean for you
Illustrative only. These are non-qualified stock options (NSOs); actual exercise prices are set by the 409A valuation at the time of grant.
| Anniversary | Target | Your # | % of target | Earned this year | Cumulative % |
|---|---|---|---|---|---|
| Year 1 | 10 | 10 | 100% | 0.20% | 0.20% |
| Year 2 | 25 | 25 | 100% | 0.10% | 0.30% |
| Year 3 | 40 | 40 | 100% | 0.10% | 0.40% |
| Year 4 | 55 | 55 | 100% | 0.05% | 0.45% |
| Year 5 | 75 | 75 | 100% | 0.05% | 0.50% |
$1.8M
Estimated earned NSO value at the Year 5 anniversary (illustrative only — actual exit value depends on 409A pricing, vesting, and exit valuation)
- Advisory Payout
- Rev Share
- Portfolio Yield + Mgmt
What you've just learned
- Your earnings scale non-linearly as you tier up — the jump from Tier 1 to Tier 2 accelerates as Portfolio Yield and mgmt fees compound.
- Founding CFOs earn advisory payouts + platform rev share + Portfolio Yield + equity. The ceiling is $1M/year by Year 5.
- The economics reward retention and quality first, volume second. One great client is worth more than two mediocre ones.
See exactly how to get there
The $1M Path module maps the year-by-year milestones from your first Fintera client to a seven-figure practice.
Explore The $1M Path →Talk to someone who's doing it
30 minutes with a Founding CFO. Real numbers. Real questions. Zero pitch.