Working with Us
Why hire a fractional CFO
A Fractional CFO delivers the financial leadership, strategic insight, and operational expertise high-growth companies need. The key is it is all done without the cost of a full-time executive. For venture-backed startups and scaling businesses, this role provides the financial discipline and foresight to make informed, confident decisions and maximize long-term success.
Engaging a Fractional CFO ensures your business has access to senior-level expertise exactly when and where it’s needed. This approach gives you the strategic advantage of an experienced financial partner without the fixed cost of a full-time hire = freeing resources to invest directly in growth.
Our Services to Maximize Your Business Success
Resource Management
- Cash flow management
- Maximizing the effectiveness and use of working capital
- Organizational structures, headcount planning
- Relationship management w/advisers, bankers, CPAs, etc.
Budget/Long Range Planning
- Forecasting, analysis and budgeting with variance analysis (FP&A)
- Modeling, strategic planning and valuation
- Business intelligence / decision-support
Fundraising + Monetization
- Pitch decks and presenting
- Drive equity and debt fundraising
- M&A due diligence, negotiations and execution
- Assisting with IPO and SOX preparation
- Exit strategies and planning
Drive Revenue Growth | Operational Execution
- Better measuring and managing revenue, contracts, accountability, objectives and oversight
- Implementing well-defined and measurable goals (incl. KPIs)
- Risk mitigation + compliance mgmt.
- Investment analysis, capital planning
"Keeping the Lights On" = Daily, Monthly and Routine Duties
- General ledger maintenance / oversight
- Transaction processing, AP, AR, Taxes
- Monthly, investor and BOD reporting
- Routine financial needs and deliverables
Specialty Analysis & Initiatives
- Collaborating on growth and profitability strategies
- Manufacturing and operational optimization
- Margin and sustainability analysis
- Pricing and commercial planning
- Market and competition analysis
Our Value Proposition
Cost Effective
Specialized Technology Expertise:
Flexible Scaling and Support:
Provides access to high-level expertise and capabilities without the cost of a full-time salary, benefits, and overhead expenses.
Flexible Scaling and Support:
Specialized Technology Expertise:
Flexible Scaling and Support:
We cannot only scale with your business as it grows but also lean in or out as needs change.
Specialized Technology Expertise:
Specialized Technology Expertise:
Specialized Technology Expertise:
Extensive experience in SaaS, healthcare and specialized technology markets. The breadth of skills and expertise includes fundraising, financial and strategic planning, and operational efficiency.
Unbiased and Critical Perspective:
Unbiased and Critical Perspective:
Specialized Technology Expertise:
We offer unbiased advice and strategic direction, helping startups make informed decisions and avoid potential pitfalls.
Network and Connections:
Unbiased and Critical Perspective:
Network and Connections:
We have an established network of providers and resources to aid early-stage startups. Our relationships can help with partnerships, fundraising, lending, audits, taxes, and other financial-focused needs.
Passion and Focus
Unbiased and Critical Perspective:
Network and Connections:
We are passionate about partnering with founders to transform bold ideas into thriving, scalable businesses that create lasting impact.