Fractional CFO Services

Fractional CFO Services

Our CFO services help high growth companies develop scalable, forward-thinking financial strategies to streamline operational growth. We’ve helped our clients raise over $25M+ in debt and equity in the past two years of business. We also help the companies we work with allocate capital to maximize growth, streamline processes to run lean and strong, and adopt best practices to navigate change proactively. CFO Services may include:

  • Reporting and data visualization packages for management and investors
  • Budget and variance analysis of financial performance and key industry metrics
  • Capacity planning to help align revenue growth with hiring plan
  • Deck preparation and analysis for board meetings
  • Slide deck and pitch preparation during debt and equity raises
  • Coordinating due diligence process when raising funds or preparing for an acquisition
  • Financial goal setting and tracking from extending runway to maximizing growth
  • Cap table management (tracking vesting schedules, shareholder residency, etc.)
  • Scenario analysis for deployment of capital upon raise
Book Now