COMMAND Program — By Application Only

Institutional-Grade
Financial Intelligence.
For the CEO Who Commands It.

For CEOs who need board-ready, investor-ready, lender-ready financial infrastructure

Everything in BUILD and LEAD — plus the full Financiario CFO Office infrastructure: an institutional-grade integrated financial model, Power BI dashboards, monthly group strategy calls, and quarterly deep dives.

18
Live Power BI Dashboards
Monthly
Group Strategy Calls
PE-Level
Financial Modeling
By App
Only — Very Limited

COMMAND is selective by design.

COMMAND is not for every CEO. It's for CEOs who are managing complexity that requires institutional-grade financial infrastructure — boards, investors, lenders, acquisitions, pre-exit planning, or multi-entity operations. If that's you, apply to COMMAND and we'll confirm fit together.

Is This You?

COMMAND CEOs are managing institutional complexity

The complexity they're navigating:
  • Managing relationships with PE investors, institutional lenders, or a board of directors
  • Preparing for a capital raise, acquisition, or exit — or actively in one
  • Multi-entity operations with complex consolidated financial reporting needs
  • Spending significant time preparing reports for stakeholders — manually, inconsistently
  • Making major capital allocation decisions — M&A, debt refinancing, equity rounds
  • Fractional CFO costs $10K+/month and still isn't delivering the infrastructure you need
COMMAND delivers:
  • The guidance to make the right decisions — and present, negotiate, and operate like a world-class operator
  • 18 automatically-updating Power BI dashboards — always board-ready
  • Institutional-grade financial model built for the conversations that matter most
  • Automatic monthly reporting packages for every stakeholder audience
  • Real-time presentation-ready financial reports, slides, and analytics for every major conversation
  • Up to 10x the value of a CFO or advisory firm at a fraction of the cost
Everything Included

COMMAND stacks on BUILD and LEAD
to deliver complete institutional intelligence

BUILD
Foundation

BUILD Foundation — Curriculum, Community & Dashboard

CEO Program LIVE — 1 cohort/year, 12 sessions
CEO Financial Intelligence Dashboard (customized Day 1)
Global CEO Community (28+ countries)
Monthly masterclasses
Quarterly workshops
LEAD
Layer

LEAD Layer — Live Implementation & Monthly Analysis

Monthly dashboard actuals updates
Rolling 5-year forecast
Monthly CFO analysis of your numbers
Quarterly dashboard review calls
Discounted team seats
COMMAND
Only

COMMAND Exclusive — Institutional Infrastructure + Group Strategy Access

18 live Power BI dashboards
Institutional-grade integrated financial model
Auto monthly stakeholder reporting packages
Real-time presentation-ready reports, slides & analytics
Monthly group strategy calls (COMMAND circle)
Quarterly deep dives — capital, cash flow, strategic planning
Quarterly institutional reporting review
Exclusive COMMAND inner circle community
Priority in-person event access
2 team seats (base)
Included in your Academy membership
CEO Financial Intelligence Dashboard

Built on your numbers. Live from Day 1. Every metric that matters — capital, cash flow, financial health, and enterprise value — in one integrated view.

◈ 16-in-1 integrated model
◈ Income · Balance Sheet · Cash Flow
◈ 5-year rolling forecast
◈ Enterprise value tracking
◈ Financial health scoring
◈ Built for your company
The COMMAND OS™

The system that runs your financial intelligence
at institutional-grade standards

01

Planning & Strategy

  • Annual group CEO Financial Vision session — set your institutional financial trajectory for the year
  • Quarterly group strategic sprints — apply COMMAND frameworks to your current 90-day decisions
  • Monthly COMMAND group strategy calls — live numbers review, Oana-led, COMMAND circle only
  • Quarterly deep dives — cash flow, capital allocation, valuation, and strategic planning
02

Infrastructure

  • Institutional-grade integrated financial model — built to the standard institutional investors expect
  • Power BI dashboards — automatically updating, always current, always board-ready
  • Monthly reporting packages for boards, lenders, and investors — delivered automatically
  • Real-time presentation-ready reports, slides, results, and analytics for every major conversation
  • Scenario modeling for capital raises, acquisitions, refinancing, and strategic decisions
03

Access & Community

  • Exclusive COMMAND inner circle community — CEOs navigating the same institutional complexity
  • Priority access to in-person events and COMMAND-only gatherings
  • Everything from BUILD and LEAD community infrastructure included
The Power BI Dashboards

Board-ready. Lender-ready.
Investor-ready. Always.

Most CEOs spend 40–60 hours per quarter preparing reports for stakeholders. COMMAND eliminates that. Your dashboards update automatically every month — one for every audience, every decision context, every conversation you need to walk into prepared.

These aren't Excel reports dressed up as dashboards. This is institutional-grade infrastructure — for a fraction of the cost and requires no ongoing management, no interpretation and no CFO to make it work. Built for your company. Automatic. Always current.

Board
Executive Summary
P&L
Detailed Analysis
Cash Flow
Waterfall + Forecast
Balance Sheet
Health & Ratios
Valuation
EBITDA + Multiple
Investor
KPI Dashboard
Lender
Covenant Tracking
Scenario
3-Case Modeling
+ More
Custom to your company
Dashboard Preview
COMMAND Power BI Dashboards
Yearly & Monthly Financial Overview
18 live dashboards · Auto-updated monthly · Board, P&L, Cash Flow, Valuation & more
Value Comparison

COMMAND vs. the alternatives

CFOs. Management advisory firms. Internal finance teams. Here is what they deliver — and what they don't.

What you need
CFO or Finance Team
Management Advisory
COMMAND
Live automatically-updating dashboards
Institutional-grade integrated financial model
Static · rebuilt manually
Static · $250K+ engagement
✓ Live · always current
CEO financial intelligence curriculum
Global CEO peer community
Automatic monthly stakeholder reporting
✗ Manual · weeks to prepare
Infrastructure survives when people leave
✗ High key-man risk
✗ Engagement ends
✓ Stays with your company
Builds your own financial intelligence — independent of any individual
Annual cost
Up to $450K–$600K+
Per engagement
Up to $250K+
Annual · up to 90% savings
By Application
COMMAND Results

CEOs who operate at institutional level

★★★★★
"Having expert guidance and institutional-grade readiness changed everything. When I was evaluating a significant acquisition, I had real-time reporting, forecasting, analysis, and presentation ready before I walked into the negotiation room. That's a level of preparation I've never had before."
Anna Chu
CEO, Real Estate Investment Group · $75M AUM
★★★★★
"We didn't have the right skills on our team to build better planning but we desperately needed it. Financiario built us the perfect system in just days. We have live dashboards that tell us everything we need to know about how we're doing and what to do next. We know the impact of every decision on our long-range plans. And we can meet anytime with anyone to discuss the business."
Rick Shaw
CEO
How to Join COMMAND

COMMAND begins with an
Application

COMMAND is by application only. Submit your application and we will review your fit within 48 hours. Approved members execute an NDA, upload their trial balance history through a secure portal, and book their onboarding call. Infrastructure is live in 7–10 business days.

COMMAND — By Application Only

Apply to COMMAND

Complete the application. If COMMAND is the right fit, we will reach out within 48 hours with next steps.

Apply to COMMAND →
Not sure COMMAND is right? See the LEAD program →
Questions

Frequently Asked Questions

Why is COMMAND by application only?
COMMAND requires a deep, tailored build per member — a full institutional financial model, monthly reporting, and live data infrastructure specific to your company. The application process ensures the work delivers at the level it's designed for and that every COMMAND member is the right fit.
What kinds of companies is COMMAND designed for?
COMMAND is built for CEOs of $10M–$200M businesses managing institutional complexity: relationships with PE investors, institutional lenders, or boards; pre-exit or M&A planning; active fundraising or refinancing; multi-entity operations with consolidated reporting needs; or situations where the cost and limitations of a fractional CFO make it a poor fit.
How does COMMAND compare to hiring a fractional CFO?
CFOs and in-house finance teams can cost up to 10x more — and deliver less. Their work takes days or weeks to produce, whether they're inside or outside your company. And when they leave, the infrastructure leaves with them. Your company becomes dependent on the person, not the system. COMMAND builds the system. The dashboards, the model, the frameworks — they live in your company and scale with it, independent of any individual.
How quickly is the infrastructure built?
Once your application is approved and your trial balance is submitted, the Financiario team delivers the full infrastructure within 7–10 business days. From that point forward, your dashboards update automatically as each month closes — no manual input required.
Can I bring team members into COMMAND?
Yes. COMMAND includes discounted team seats — typically used for the CEO and CFO, COO, or Head of Finance. Additional team seats and additional company entities are available at a supplemental cost.
Ready for COMMAND?

Institutional intelligence.
Built for you. Monthly.

The most financially sophisticated CEOs in the Academy are in COMMAND. Watch the video and apply to see if you qualify.

Apply to COMMAND →
Not sure? Start with LEAD →