Fractional CFO for Growth-Stage Companies

Make confident decisions with finance that’s built for scale.

Investor-grade financial clarity and a decision cadence that keeps growth profitable, fundable, and scalable. Without hiring a full-time CFO too early.

Who This Is For

Built for leadership teams who are:

  • $5M–$50M revenue

  • Growth Equity/ VC-backed, or search-backed without a built-out portfolio ops team

  • Growing headcount, products, or locations—and feeling the strain on reporting, forecasting, and cash planning

  • Preparing for funding, debt, board reporting, or exit readiness in the next 6–36 months

Common Events That Lead to a Fractional CFO

New Growth Plan/ GTM Launch

Fundraising

Acquisition Integration

Expansion

Margin Compressions

Cash Uncertainty & Un-actionable Reporting

Outcomes You Can Expect

Financial clarity and strategy that fuels growth

  • Confidence in growth decisions (economics + cash + capacity aligned)

  • Capital readiness (lender/investor materials, narrative, metrics, runway)

  • A finance function that scales (financial operations that)

How We Help

  • Profitable Growth Planning

    Driver-based forecasts and scenario models that connect growth plans to unit economics and cash reality.

  • Capital & Fundraising Readiness

    Board/investor-ready metrics, lender packages, and a clean story that supports the right capital on the right terms.

  • KPI Cadence & Operating Reviews

    A clear rhythm—financial scorecards, operating reviews, and variance-to-action so decisions happen faster.

  • Finance Function That Scales

    Modern finance system that supports scaling as you grow or prepare for exiting

  • Exit-Ready Financials & Value Story

    Diligence-proof financials, normalized EBITDA thinking, and a value narrative that prepares you for sale

Sample Deliverables

Examples of some ways we work together

  • Go to market financial analysis and playbook

  • KPI scorecard + leadership reporting pack

  • Forecast model (drivers + scenarios)

  • Cash runway plan + capital strategy materials

  • Close/review cadence + finance operating system

  • Investor/lender reporting templates