Standard FAQ
Founding CFO FAQ
These are the questions Founding CFO candidates ask us most, answered in plain terms. Where a summary here and the Founding CFO Partnership Agreement differ, the agreement governs. Section references point to that agreement.
Advisory payout
80% of billed advisory on new clients; 100% on your existing clients
Platform revenue share
17% / 19% / 22% self-sourced; 11% / 12% / 15% Fintera-sourced (Tier 1/2/3), on a $2,799/month baseline platform fee
Pod income
4% to 7% Portfolio Yield plus $500 to $800 a month per Network CFO
Equity
0.30% initial option grant plus 0.50% in performance grants at target, up to 1.25% total with over-achievement
Entry gate
3 clients from your network on the platform within 6 months
Term
1 year, auto-renewing, 90 days' notice either side