Rodrigo Velasquez, Fractional CFO at Tailwinds Finance
Rodrigo VelasquezFractional CFO, Tailwinds Finance
MBA, FPAC

Less noise. More margin.

The finance mind behind $150M+ technology budgets, now the fractional CFO for founder-led SaaS, tech and professional services.

Book a free 30-minute call

Four or five clients per team member. Capacity grows as the team grows.

Rodrigo Velasquez, Fractional CFO at Tailwinds Finance
Rodrigo Velasquez, MBA, FPACFractional CFO, Tailwinds Finance
Greater Cleveland, Ohio
  • 15+ years in corporate finance at Paramount, ServiceTitan and Elastic
  • 15% profit margin improvement for a retainer client
  • Revenue and valuation model for SafetyLink, a SaaS platform

A second person on every decision.

If you have financials but nobody to think the decision through with, another report won't fix it. Each member of the Tailwinds team keeps a short client list by choice, so the senior person on your work always knows your business. As the team grows, so do the seats, and so far every seat has been filled by recommendation.Financials tell you what happened; we help you decide what's next. Each team member keeps a short client list by choice, and the seats grow as the team grows.

Fifteen years inside the budget.

Before Tailwinds: three of the biggest names in tech and media.

At Paramount Global, ServiceTitan and Elastic NV

  • Managed $150M+ in technology budgets
  • Delivered $10M+ in cloud cost savings
  • Negotiated $28.5M in enterprise contracts
  • 15+ years in financial strategy and technology, a career that also spans Abbott Labs
  • MBA in Finance, University of Maryland
  • FPAC credential

Two clients, in their own words.

An active retainer

A public policy and government relations firm, with custom KPI dashboards and service-line margin analysis.

15%profit margin improvementmargin improvement
25%of a cash flow gap stabilizedcash flow gap stabilized
5 to 10executive hours saved a weekexecutive hours a week
With Tailwinds Finance, we gained complete clarity and confidence in our numbers. Their service line margin analysis identified key opportunities for profitability, freeing up executive leadership time to focus on strategic growth.
Katrina V., CEO and Managing Partner, public policy and government relations firm

A SaaS project

SafetyLink, a safety HR platform: financial modeling and investor-readiness work.

  • Multi-year revenue projections
  • ARR burndown tracking and valuation trajectory modeling
  • The financial architecture for international expansion
They challenged our thinking, provided valuable strategic guidance, and helped us present SafetyLink with greater clarity and confidence.
Joe C., Founder and CEO, SafetyLink

Choose how often we decide together.

Every retainer has a 3-month minimum, then 30 days' notice. Bookkeeping is scoped as a separate project.

Starter

For companies at $2M to $3M in revenue

From $3,000 / month

A quarterly strategic CFO review and owner sync, with a monthly package.

  • Monthly financial package and an essential KPI dashboard
  • Rolling 12-month forecast model
  • Strategic cash flow monitoring
  • A simple annual budget
  • Foundational alignment with your CPA on tax

Growth The sweet spot

For companies at $3M to $8M

From $6,000 / month

A monthly executive CFO review and active strategic advice.

  • Monthly package and an advanced KPI dashboard
  • Dynamic forecasting, with cost reduction guidance
  • Cash management and working capital optimization
  • Strategic budgeting with resource and capacity planning
  • Year-round tax strategy, coordinated with your CPA
  • Pricing strategy, benchmarking and service-line margin analysis

Executive

For companies at $8M and above

From $12,000 / month

Pricing scales with entities, complexity and scope.

A bi-weekly executive strategy sync, with on-demand access.

  • A custom executive dashboard
  • Multi-scenario and runway modeling
  • Working capital and treasury management
  • Three to five year long-range planning
  • Integrated tax and corporate strategy
  • Cloud FinOps (AWS, GCP, Azure)
  • Fundraising and M&A pitch prep

Your first 90 days on a retainer.

  1. Weeks 1 to 3Welcome package, document collection, system setup and kickoff.
  2. Day 30We review your 30-day plan.
  3. Days 30 to 90We build your KPI dashboard and forecast, and hold the first CFO review.
  4. Day 90The first full review, and your plan for next quarter.

Not ready for a retainer? Start with one project.

Seven one-time projects, each a complete piece of work. Cloud Cost Review is available to any client, retainer or not. Executive includes ongoing Cloud FinOps.

Book a free 30-minute call
  • Three to five year strategic long-range plan$12,500Multi-year financial strategy, projections and a valuation roadmap
  • FY budget and rolling forecast model$7,500A working model tied to your goals for the year
  • Fundraising and investor pitch deck support$7,500The financial model, valuation and deck your investors read
  • Systems, FinOps and process transformation$5,000ERP, cloud infrastructure cost optimization and finance workflow design. Implements what the review finds.
  • Pricing strategy and margin analysis$4,000Service-line profitability, benchmarks and rate restructuring
  • Resource capacity and workforce planning$3,000Team utilization modeled against your forward margin
  • Cloud Cost Review$2,500A two-week diagnostic of your AWS, GCP or Azure spend: where to save and where not to, based on your stage (for example, short-lived R&D and test environments versus stable production workloads that justify commitments). A written summary and a 60-minute readout; your engineers make the technical changes. Best for roughly $10–15k+ a month in cloud spend. Credited toward Systems, FinOps and process transformation or a retainer if signed within 30–60 days.

Where the work goes deep.

Founder-led, from about $2M in revenue, anywhere in the US.

Your cloud bill is a finance problem.

For SaaS and technology companies, the margin hides in the cloud bill and in the model your investors read.

  • Cloud FinOps: cost reduction across AWS, GCP and Azure
  • ARR and CARR burndown
  • Unit economics
  • SaaS valuation models

Professional and tech-enabled services

Where the margin hides in which service lines and which hours actually pay.

  • Service-line margin improvement
  • Billable capacity and utilization (e.g., Productive, Teamwork)
  • Pricing benchmarks and rate restructuring
  • Cash flow stability

Not a fit

  • Heavy-inventory manufacturing
  • Physical retail logistics
  • Consumer businesses under $500k in revenue

A few straight answers.

What is Tailwinds Finance?

Tailwinds Finance is my fractional CFO practice for founder-led SaaS, technology and professional services companies from about $2M in revenue. I'm Rodrigo Velasquez, based in Greater Cleveland, and I work with founders anywhere in the US, remotely. Retainers start from $3k a month.

What happens on the call?

It's 30 minutes on Google Meet, with me, and it's free. Bring the decision you're stuck on. The booking form asks what you'd like to cover, so the half hour goes to it.

Which retainer fits my company?

Mostly your revenue and how often you need to decide together: Starter from about $2M, Growth from $3M to $8M, Executive from $8M and above. Executive pricing scales with entities, complexity and scope.

What are the terms on a retainer?

Every retainer has a 3-month minimum, then 30 days' notice to end it.

Is bookkeeping part of the retainer?

Bookkeeping isn't part of the retainer. If your books need attention, we scope it as a separate project with a bookkeeper we trust.

Do you help reduce cloud costs?

Yes. I spent years managing cloud budgets in corporate finance. For SaaS and technology companies, the Cloud Cost Review ($2,500, about two weeks) shows where your AWS, GCP or Azure spend can come down and where it shouldn't, based on your stage, such as short-lived R&D environments versus production workloads stable enough to commit to. Your engineers make the changes. The fee is credited if you move into a project or retainer within 30–60 days. Ongoing Cloud FinOps is included in Executive.

We're closer to $1M. Is there a way in?

Yes. Start with one of the seven one-time projects, from $2.5k to $12.5k. It's a real piece of work on its own, and a way to see how I think before you commit to a retainer.

Do you work with my CPA?

Yes. Every retainer includes tax coordination with your CPA: foundational alignment on Starter, year-round tax strategy on Growth, and integrated tax and corporate strategy on Executive.

Do you only work with companies in Ohio?

No. I'm based in Greater Cleveland and work with clients remotely, anywhere in the US.

Why only four or five clients?

A fractional CFO is only useful if they know your business well enough to disagree with you before you decide. Each member of the Tailwinds team carries four or five clients, so the person leading your work always knows your business. As we add people, we add capacity. The standard stays the same.

Bring the decision you're stuck on.

Book a free 30-minute call
Tailwinds Finance, Greater Cleveland, OhioWorking with founders anywhere in the USOr email info@tailwindsfinance.com