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CONSULTING - STRATEGY & COUNSEL - CORPORATE FINANCE & CFO SERVICES
A FINANCE SEAT WHEN YOU NEED ONE.
Fractional CFO leadership, financial planning, capital structure, and board-grade reporting — the numbers your biggest decisions ride on, run by senior people, part time.
The bridge between the consulting practice and Capital — finance as judgment, not just bookkeeping.
▪ What you get ▪ | • Talk to us • ┃ What it is | What you get | How we work | Where it lands | FAQ
WHAT IT IS
Most growing companies hit a stage where they need senior finance judgment but not yet a full-time CFO — and the gap is dangerous, because it's exactly when the numbers start driving consequential decisions. This service fills it: a fractional CFO and a finance function that gives you board-grade clarity without the permanent overhead.
We cover the full picture: financial planning and analysis that guides the business, the right capital structure, board and investor reporting that builds trust, and the models that decisions ride on. It's finance as judgment — what the numbers mean and what to do about them — not just bookkeeping.
This is also the most natural bridge into Capital. When a decision becomes a deal — a raise, a sale, a restructuring — the same team moves with you into Capital Services, so the finance thinking and the transaction execution stay connected rather than handed between firms.
WHAT YOU GET
Engage one or several — most clients start with the sharpest one and expand.
Fractional CFO
Senior finance leadership, part time — the seat without the full-time cost.
Financial planning & analysis
The model that guides the business — scenarios, drivers, and clarity.
Capital structure
The right mix of debt and equity for where you're headed.
Board & investor reporting
Clarity that builds trust — numbers that hold up to scrutiny.
Cash & working capital
The discipline that keeps a growing business solvent and sane.
Bridge to Capital
When a decision becomes a deal, a clean handoff into Capital Services.
How we work with you
Scoped to the outcome, not the hours. Most engagements start with a short readiness conversation, then take one of these shapes.
Build sprint
A fixed-scope build that ships a working system in weeks — not a phased programme that never lands.
Embedded operator
We sit inside your team and run the function until it's self-sustaining, then hand it over.
Readiness program
We get you ready for what's next — a raise, a sale, an AI rollout — and close the gaps first.
Fractional capability
A senior CFO, CMO, CSO, CHRO, or CTO for as long as you need one — full weight, part time.
Principal partnership
Where we believe, we put skin in — capital alongside you, or work for a share of the upside.
PACKAGES
Productized entry points — clear scope, clear outcome.
Fractional CFO
A senior CFO, part time, for as long as you need one — board-grade, on demand.
Financial Model
The model your decisions ride on — built, stress-tested, and yours to run.
Finance Readiness
The reporting, controls, and numbers in shape for a raise, a board, or a sale.
WHERE THIS LANDS
Pricing and margin work lands hardest where value and price have drifted apart.
⬜ Family & Founder-Owned Business
Build - Finance through transition and recapitalization.
Back - Principal positions in transition.
🟩 Fintech & Financial Infrastructure
Build - Finance and structure for regulated businesses.
Back - The plumbing — payments, RegTech, infrastructure.
🟪 Manufacturing & Industrials
Build - Capital structure and planning at scale.
Back - Asset-aware positions where collateral lowers risk.
🟫 Technology & SaaS
Build - CFO leadership and unit economics for scaling software.
Back - Early-stage software with a path to revenue.
A fractional CFO is often the difference between a messy raise and a clean one. See how we get founders raise-ready.
Pairs with —
■ Capital · Capital Services ■ Capital · Investing ■ M&A · Transactions
■ Strategy · Value creation
QUESTIONS, ANSWERED
Everything a CFO does — planning, structure, reporting, board work — at full seniority, part time. You get the judgment without the full-time cost or the gap.
This is the advisory finance seat inside your business; Capital executes transactions. When a decision becomes a deal, the same team carries it from one into the other.
Yes — finance readiness is core. We get the reporting, controls, and numbers in shape so a raise or sale runs clean.
No. We sit above the bookkeeping — judgment, planning, and structure — and work with your existing finance and accounting support.
Tell us the decisions ahead. We'll bring the CFO judgment to get them right — and the Capital arm when it's deal time.
Talk to us →
