A finance partner for founders who need one. Without committing to a hir
Cash forecasting, runway analysis, board pack design, and fundraise prep — for growth-stage businesses where finance leadership matters but a full-time CFO doesn't yet make economic sense.
Trusted by Thousand of Organizations
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Work Process
We Follow Structured And Client Focused Work Process
We follow a structured yet personalized approach to ensure your financial success. Transform complex finance into actionable clarity for lasting wealth and peace of mind.
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Consultation And Assessment
Professional advice offered by individuals with deep knowledge and experience in a specific field. Provided by experts to solve complex challenges.
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Financial Analysis & Research
Our financial analysis transforms complex data into actionable intelligence, combining cutting-edge research with deep market expertise.
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Strategy Dev. & Goal Setting
We craft tailored financial strategies that align with your unique goals, turning aspirations into actionable roadmaps.
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Implementation & Monitoring
We transform financial strategies into reality through seamless execution and proactive monitoring. The shifts and life changes for long-term success.
Founders who hire fractional CFO services
Founders preparing for a Series A or Series B.
You have a fundraise on the horizon, and you need someone to build the model, structure the data room, prepare the metrics narrative, and partner with you through investor diligence. You're not hiring a CFO yet — you need fractional support for 6-12 months.
Founders post-funding without a CFO.
You closed a round, you have a board, and the board expects monthly reporting and quarterly strategic updates. You don't have a CFO yet but the work needs doing now. We bridge until you're ready to hire.
Owner-operators above $5M revenue.
You're profitable, growing, not VC-backed, and not planning to be. But the business has gotten complex enough that you need real cash management, strategic finance, and unit economics analysis. A full-time CFO would be overkill; a part-time one is exactly right.
Founders running multi-entity.
You're operating across two or three countries, your finance function has gotten complex, and you need someone who can see the whole picture — not just one entity at a time. We handle the consolidated view: cash by entity and consolidated, revenue by region, margin by product line.
What fractional CFO engagements cover
Cash and runway
Board and investor reporting
Strategic finance
Fundraise preparation
What we don't take on as fractional CFO
How we work together
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Weekly
30-minute weekly call. Cash position update, near-term issues, what needs the founder's attention.
Monthly
Monthly strategic review. Monthly close walkthrough, KPI review, runway update, upcoming priorities. Board pack draft for review.
Quarterly
Quarterly business review. Performance vs. plan, strategic finance topics (pricing, unit economics, hiring plan), board prep if applicable, fundraise milestone tracking.
Engagement structure
Engagements typically include 1-2 weekly hours of synchronous time (calls, board prep) plus async work (model maintenance, board pack drafting, investor responses). For active fundraises, expect a temporary 25-50% scope increase during the 4-8 weeks of investor diligence.
We're typically a 6-18 month relationship — most clients hire a full-time CFO eventually, and we'd rather help them get to that point well than try to be permanent. We'll often help recruit and onboard your first full-time CFO.
Need a finance partner without the full-time hire?
Book a 30-minute discovery call. We'll figure out what you actually need.