Strategy at the table. Not on the backlog.
Outsourced fractional CFO for growing companies that need strategic finance leadership — board prep, fundraising, M&A, and capital strategy — without a full-time hire.
What's included
Former PE operators and CFOs in the room — for boards, raises, deals, and the decisions that move the needle.
Board deck preparation
Board-ready financial decks that tell your story clearly — financials, KPIs, and the narrative that connects them.
Fundraising & investor relations support
Financial models, due diligence prep, data rooms, and investor update communications for every stage of the raise.
M&A due diligence and integration
Buy-side and sell-side financial due diligence, plus post-close integration support for clean handoff.
Exit readiness planning
Multi-year exit prep: financial cleanliness, growth narrative, and operational readiness built in advance.
Pricing & profitability strategy
Data-driven pricing strategy to maximize margins on every sale and across every customer segment.
Who this is for
CEOs and founders of $5M-$50M+ companies who need strategic finance leadership but can't justify — or don't need — a full-time CFO.
You want an operator in the room for boards, raises, and big decisions — someone who's sat where you're sitting and can move capital with conviction.