Buyer role: CFO
Reach the CFO
A CFO reads email the way they read a budget: fast, for the number that matters. Reach Crew finds the finance chiefs whose company just changed shape and drafts a note that leads with one figure they will recognize.
1,000 free credits that never expire. No card.
What Scout reads
Four signals for the CFO. Public, sourced and shown next to each person.
- Recent funding
A round raised in the last year
Your goal can ask for companies funded within a set number of months. A new round is the most reliable sign that finance is about to grow up.
- Company news
An acquisition or a new entity
News of a merger, a purchase or a new country office. Each one adds a ledger, and fresh company news counts as a reason to write now.
- Hiring
Hiring controllers and accountants
Open roles for a controller, an FP&A lead or senior accountants show where the finance team is stretched, often before the CFO says so in public.
- Company size
The right company size
Size bounds keep the list to companies big enough to have a real CFO and small enough that the CFO still picks the tools.
An example goal
One sentence in. Three people out, with reasons.
Reach 25 CFOs at US software companies with 100 to 1,000 employees that raised a round in the last 12 months by May.
Verified means 2 sources confirm the work email. Every person and firm here is fictional.
Where they buy
Where the CFO buys. And why it is worth writing.
Every company has one, but the CFO who buys is the one facing a new problem this quarter. These are the settings where that happens most.
Software companies after a new round
Fresh money brings a board that wants monthly reporting, a real forecast and an audit trail. The CFO is building all three at once.
Mid-size firms that just acquired another
Two ledgers, two payroll runs and two sets of vendors. Integration work lands on finance, and the CFO wants it done before year end.
Companies preparing for an audit or a sale
Clean books stop being a nice idea and become a deadline. Spend on close, controls and reporting tools gets approved quickly.
A sample email
Short, personal, and waiting for your approval.
CFOs answer to numbers and deadlines, so the note names both and offers something they can read in a minute.
- Sends at 9:30 am on a weekday, their time
- From your own Gmail or Google Workspace
- Waits for you. Change any word first.
Chief Financial Officer, Tallgrass Analytics
Hi Olivia,
Congratulations on the Series C. A new board usually asks for a monthly pack within the first quarter, and the close is what decides how good it looks.
Closewell automates reconciliations so a team your size closes in five days instead of ten. The controller you are hiring would start on a clean process.
Would a one page view of what a five day close looks like at Tallgrass be useful?
Best,
Jordan Pierce
Writing to the CFO. Four things that work.
Lead with one number
Days to close, hours saved or cost per invoice. One figure in the first two lines does more than a paragraph of benefits.
Write after the round, not before
The first 90 days after a raise are when finance spending gets approved. Ask your goal for companies funded in the last 6 to 12 months.
Avoid month end
The last and first week of a month belong to the close. A note that lands mid-month is more likely to be read.
Copy the controller later
Write the CFO first. If they forward it, the controller becomes your next contact, and you arrive with the CFO's name behind you.
Questions, answered.
For anything else, write to hi@reachcrew.app or read all questions.
Is it better to write to the CFO or the controller?
At companies under about 500 people the CFO often picks finance tools directly. Above that, a VP of Finance or Controller may own the choice. Put the title you want in your goal and check each person's level before you approve.
How does Reach Crew know a company just raised money?
Your goal can ask for companies funded within a set number of months. Recent rounds appear as the reason next to each person, with the public source behind it.
Will a CFO's email be checked before anything is written?
Yes. Every address is checked first, and Verified means 2 sources agree. Writing to a wrong address costs credits and hurts your mailbox, so nothing is drafted until the check is done.
What does it cost to reach 25 CFOs?
About 725 credits end to end: 10 to find, 6 to check, 10 to write and 1 per send, with two follow-ups counted. The free Explore plan has 1,000 credits that never expire.
Keep reading. Use cases, guides and the crew.
- Meet Checkerverifies every email address twice
- Meet Writerdrafts one personal email per person
Reach your next CFO
Write your goal in one sentence. Free to start with 1,000 credits that never expire, no card needed.