Strategy
A CFO who plans ahead, for a fraction of the cost.
A fractional CFO gives you an experienced finance leader for the hours you actually need: building the forecast, preparing the board pack, supporting a raise or a loan, and sitting beside you for the decisions that matter. You keep the judgement without the full-time salary.
At a glance
Sample pricing
Starting from
$4,500 / month
Cadence
Monthly CFO meeting, weekly availability
Best for
Companies from roughly $2M to $50M in revenue, venture-backed or founder-owned, that need forward-looking finance leadership before a full-time hire makes sense.
Deliverables
13-week cash forecast, updated weekly
Driver-based financial model
Board and investor reporting
Fundraising and lender support
The problem
Profitable on paper, tight on cash, and no one to ask.
The pattern is familiar: revenue is growing, the P&L looks fine, and yet cash is uncomfortably tight. Investors are asking questions the reports cannot answer. Hiring plans are made on instinct. The founder is the de facto CFO, spending ten hours a week on finance that they neither enjoy nor trust.
A full-time CFO is the right answer at a scale most companies have not reached yet. Until then, the work still needs doing — by someone who has done it before.
The outcome
What changes with a CFO in the room
01
You know your runway to the week
A 13-week cash forecast that is updated every week and a longer model that shows what each decision does to it.
02
Board and investor questions get answered before they are asked
A consistent monthly pack with the metrics your board actually uses, and a CFO who can present it.
03
Decisions are made with numbers, not nerve
Hiring, pricing, funding and spending choices modelled before they are made — with a clear recommendation.
What is included
Everything in the engagement.
Scope is agreed in writing before work starts. Add or remove items as your business changes.
A 13-week cash flow forecast, maintained weekly
A driver-based 12 to 36 month financial model, reforecast quarterly
Monthly board and investor reporting, including KPI definitions and commentary
Fundraising support: data room preparation, model scenarios, investor Q&A and term-sheet analysis
Debt and lender support: applications, covenant modelling and reporting
Pricing, unit economics and margin analysis
Hiring and compensation planning tied to the forecast
A standing monthly CFO meeting plus availability between meetings
Ideal client
Who this is for — and who it is not.
A good fit
Venture-backed companies between seed and Series B
Founder-owned businesses between $2M and $50M in revenue
Companies preparing for a raise, a loan, an acquisition or a sale
Probably not yet
Businesses whose bookkeeping is not yet reliable (we fix that first)
Companies that need a full-time CFO today
How it works
From first call to a working rhythm.
01
Discovery and diagnostic
We review your numbers, your plan and your questions, then propose a scope with defined deliverables.
02
The first 90 days
Cash forecast in place by week two, model rebuilt by week eight, first full board pack by month three.
03
The monthly rhythm
Close review, forecast update, CFO meeting, board pack. Questions in between are answered within a business day.
04
Milestones
Fundraises, loans, acquisitions and hiring waves are planned as projects inside the engagement.
Client story
ML
Maya Lindqvist
Founder & CEO,
Halyard Labs
Related case study
From a 25-day close to an 8-day close before the Series A
A venture-backed software company with a slow close, an unreliable forecast and a raise nine months away. We rebuilt the close, the model and the board pack in one quarter.
FAQ
Questions about fractional CFO support.
Engagements are scoped by deliverables and cadence rather than hours. A typical starting scope is the equivalent of two to four days a month.
Yes. You are assigned a named CFO, supported by our controller and bookkeeping team where you use those services.
Yes — with the model, the data room, investor questions and negotiation support. We do not guarantee outcomes; we make sure you are prepared.
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