Senior financial leadership, scaled to your business.
From ongoing financial oversight to embedded support through a fundraise or a transaction.
Outsourced and fractional CFO services for growing privately held companies — the financial leadership, discipline, and judgment of a chief financial officer, without the cost or permanence of a full-time appointment.
- Senior financial partnership to the CEO, founders, and board
- Translation of strategy into financial targets and key performance indicators
- Decision support on pricing, hiring, capital allocation, and timing
- Oversight of the month-end close and the annual planning process
- 13-week cash flow forecasting and liquidity management
- Working capital optimization
- Debt capacity assessment and financing evaluation
- Banking and lender relationship management
- Monthly reporting packages prepared for board and investor audiences
- Covenant reporting and lender compliance
- Fundraise support, including financial models, data room preparation, and diligence response
- Investor communication between financing rounds
- Preparation of the finance function ahead of a raise, acquisition, or sale
- Coordination of quality of earnings, valuation, and diligence workstreams
- Post-transaction integration and value creation support
Senior financial leadership, held to an investor’s standard.
Engagements are led by a partner with experience on both sides of the transaction table — as an advisor to buyers and sellers across more than a hundred M&A transactions, and as CFO inside growing middle-market companies. All work is conducted in strict confidence.
Senior throughout
Engagements are led by an experienced CFO, not a junior analyst or a rotating team.
Investor perspective
Experience across private equity, venture capital, and M&A informs how the numbers are built.
Scaled to your stage
Involvement adjusts from a few days a month to an embedded role.
A partner in the decisions
Pricing, hiring, capital, and timing, thought through with you before they’re made rather than reviewed after.
Related insights
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No obligation — just a conversation. You’ll hear back from us directly, usually within one business day.