CFO Quick Pitch
If your company sells software to finance teams, this service is for you. We work with you to build a short, professionally-produced YouTube video where you explain what you do to a CFO audience in under 3 minutes. Hosted by finance expert Lauren Pearl and distributed through The FP&A Guy's channels to 100,000+ finance professionals.
Watch an example Quick Pitch. This is what your finished video will look like.
Why This Works: The Marketing Problem for Finance Software
If your product is built for finance teams, you already know the challenge. The people you want to reach (CFOs, controllers, and finance leaders) are busy, skeptical, and hard to pull into a sales demo. A 3-minute video, hosted by someone they trust, solves that.
No Time for Long Demos
Skeptical by Default
Hard to Reach the Right Person
What You Get: A CFO Quick Pitch
Lauren Pearl, a Fractional CFO and podcast host, interviews you on camera. Our team edits it into a polished sub-3-minute video that explains your product to finance buyers. Then we publish it on The FP&A Guy's YouTube channel and share it with my finance audience.
A Host CFOs Already Trust
A Short, Polished Video
A Built-In Finance Audience
Meet the Team Behind Your Video
You'll be interviewed by Lauren Pearl, a CFO advisor who hosts a top finance podcast, and your video will be distributed through my channels. Here's a bit about each of us.
Lauren Pearl is a self-described "CFO Nerd-For-Hire." She's the host of The Growth-Minded CFO (sponsored by Upflow), a top-5 CFO podcast where she interviews high-growth to Fortune 500 CFOs and industry experts about the evolving role of Finance.
While not podcasting, she serves as CFO advisor and consultant to Tier 1-backed startups, teaches at NYU Stern and Boston University, and partners with companies serving CFOs. A 3-time founder who has worked with over 200 organizations, Lauren has a foundation in management consulting, software development, and theatrical performance.
Recent appearances include Zanda Recruiting's 2024 State of US CFO Compensation Report, AFP 2025, Float's CFO Huddle, and featured CFO Who Podcasts on CFO.com.
Paul Barnhurst is The FP&A Guy, a finance educator, consultant, corporate trainer, and one of the most recognized voices in the FP&A community. As the founder of thefpandaguy.com, he's built an audience of over 100,000 LinkedIn and 29K+ YouTube followers by making finance smarter and more accessible.
He hosts three popular FP&A podcasts: FP&A Unlocked, Financial Modeler's Corner, and Future Finance. He also runs an annual FP&A and AI Tool Showcase (now in its 4th year) where finance leaders evaluate and compare the leading tools in the market.
Paul holds an MBA in Finance, the FPAC certification from AFP, and is recognized as a Microsoft MVP for Excel. He also holds the FPAP from CFI and is recognized as an Advanced Finance Modeler (AFM) by the Financial Modeling Institute.
Where Your Video Gets Seen
Between my channels and Lauren's, your Quick Pitch reaches tens of thousands of active finance professionals.
How It Works
Six simple steps from your first call to a published video. Our team handles production. You just bring your story.
Prepare Your Answers
You prepare amazing answers to our Quick Pitch questions. Not sure where to start? We can help you sharpen your story before recording.
Book Your Recording
You book a recorded 30-minute call with our host, Lauren Pearl. She'll guide the conversation and pull out the best of your pitch.
Production Walk-Through
Join a short call with our video production team to walk through your answers and decide on the best visuals (product demos, text, and images) to convey your message.
Share a Tracking Link
You provide a link (usually with a small discount code for viewers) that we include in the video description. This lets you track exactly how many viewers click through, so you can measure the return on your investment.
Your Video Goes Live
Your finished Quick Pitch is published on The FP&A Guy YouTube channel and featured in the Quick Pitch playlist. We also run paid promotion on YouTube to drive additional views from finance professionals.
Share Widely
Once published, share it across your own channels. The video is an asset you own. Use it on your website, in sales conversations, and across social.
Options and Pricing
Two packages built around what you need, plus add-ons for extra distribution, coaching, or content.
- Prep guide and interview questions sent in advance
- 30 to 45 minute recorded interview with Lauren (booked as 60 min)
- One professionally edited video, under 3 minutes
- Your tracking link and call-to-action in the video description
- Published on The FP&A Guy YouTube channel and featured in the Quick Pitch playlist
- Paid YouTube promotion to drive views from finance professionals
- Everything included in Core, plus a full promotion bundle:
- LinkedIn posts from both Lauren and Paul (with permission to boost as paid ads)
- Mention in The Daily CFO Newsletter and The Modern Finance Playbook
- 2 short-form videos (Shorts) created from your interview for additional reach
- Expanded paid YouTube promotion for more views
Add-Ons
Frequently Asked Questions
Who is this service for?
Companies that sell software to finance teams: CFOs, controllers, FP&A (Financial Planning & Analysis) teams, and finance operations leaders. If your product helps finance people do their jobs better, this is built for you.
I'm new to doing this kind of marketing. Is this a good fit?
Yes. A lot of finance software founders and marketing leads haven't done something like this before. We handle the production, Lauren guides the interview, and you get a polished video you can use everywhere. If you want extra help preparing, add the Pitch Clinic for a 1:1 coaching session with Lauren.
What makes this different from a regular product demo video?
A regular demo tries to show everything about your product. A Quick Pitch is designed for busy finance executives to learn why your product is for them in under 3 minutes.
How long does the whole process take?
From booking your recording to your video going live typically takes 3 to 5 weeks. That depends on scheduling and any revisions you want. We'll walk you through the full timeline on our intro call.
Do I get to review the video before it's published?
Yes. You'll review the edit and provide feedback before anything goes live. The goal is a finished video you're proud to share on your own channels.
Can I use the video on my own website and social media?
Absolutely. The Quick Pitch is yours to use. Embed it on your website, share it on LinkedIn, send it to prospects, and include it in email campaigns. Wide sharing is part of what makes this work.
How will I know if it's working?
Your tracking link in the video description shows you exactly how many viewers click through and convert. We also share performance data from YouTube so you can measure the return on your investment.
What's the difference between Core and Premium?
Core gets you the professionally produced video, published on YouTube with paid promotion. Premium adds a full distribution package: LinkedIn posts from both Lauren and me, newsletter mentions, short-form videos, and expanded paid promotion. Premium is the right choice if you want maximum reach into the finance audience.