Your Business Caddie
Strategic finance for founder-led consumer brands
Get clarity on cash flow, margins, and growth decisions without hiring a full time CFO
How We Help
We help founder-led consumer brands that need clear financial visibility, sharper decision support, and a more strategic approach to growth.
✔︎ Cash Flow & Forecasting
Get a clearer view of runway, working capital needs, and how decisions will impact your cash in the future
✔︎ Margin & Channel Visibility
Understand product, channel, and customer profitability so you can grow with more confidence and fewer surprises
✔︎ Financial Planning & Decision Support
Use your numbers to make better decisions around hiring, pricing, inventory, fundraising and near-term growth investments
✔︎ Finance Leadership
Add experienced financial oversight, reporting discipline, and strategic support without the cost of a full time CFO
Who We Help
We work with founder-led consumer brands that are growing quickly, navigating complexity, making high stakes financial decisions without visibility, or any combination of the above.
You're a good fit if you are:
✔︎ A CPG, e-commerce, or consumer brand founder
✔︎ Growing fast and seeking financial clarity
✔︎ Making important decisions around cash, inventory, margins, hiring, or fundraising without data
✔︎ Looking for strategic finance support, not just bookkeeping
✔︎ Able to execute with support from your team or accounting partner
Lucas Miller, Founder
I started Caddie CFO to help founders scale their brand with more clarity and make better financial decisions along the way.
Before Caddie CFO, I spent five years in mergers and acquisitions, working on transactions involving consumer brands like Amplify Snack Brands, Kendra Scott, and Jostens. I later joined the Strategic Finance team at Homebound, where I saw firsthand how fast-growing businesses struggle when financial visibility lags behind operational complexity.
Today, I work with founders who need more than bookkeeping but are not ready for a full time CFO. My goal is to bring structure, clarity, and strategic financial support to the decisions that matter most, so you can scale with more confidence.
I’m based in Austin, Texas and work with ambitious founders building consumer brands they want to scale thoughtfully and profitably.
Select Experience
Testimonials
"Caddie CFO transformed how we manage cash flow in our growing business. We really struggled to forecast our financial future on our own. Having a solid financial model was a game-changer and helped us strategically plan large capital purchases, confidently make hiring decisions and go after larger opportunities in our business. I have less financial stress now and feel equipped with the insights to grow with confidence. It used to just be about managing our cash, now it's about unlocking our full potential."
Kory Ewell, KCM Cable and Manufacturing
"Caddie CFO was absolutely instrumental in securing our Series A at Passionfruit. Their strategic financial guidance and deep understanding of the VC data room process were game-changing. For any founder looking to navigate the complexities of raising capital, Caddie CFO is an indispensable partner. Their expertise not only streamlined our fundraising process but also positioned us for long-term success. I can't overstate how crucial they were in helping us achieve our funding goals. If you're aiming to secure your next VC round, Lucas at Caddie CFO should be your first call."
Raffi Salama, Passionfruit
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Jane Doe
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John Doe
