Fractional CFO and strategic finance leadership for investor-backed companies
Fractional CFO services for venture- and private-equity-backed companies. I build the financial engine that investors underwrite, set the capital strategy, and lead the company through its next raise, acquisition or exit.
A 30-minute scoping conversation on your current plan, reporting and capital position.
Private equity and real estate commitments.
Acquisitions, roll-ups and divestitures on the operating side.
Growth equity, structured debt and a public-market process.
Strategic finance is the forward-looking half of the finance function: the operating model, the forecast, the capital plan and the transaction work, as distinct from accounting and compliance. A fractional CFO delivers it on a part-time, agreed-scope basis in place of a full-time executive hire.
Six areas of work
Engagements are scoped to the company’s stage and the sponsor’s expectations. Recent work: Building the financial architecture for a Series A consumer company.
Growth infrastructure & FP&A
Driver-based operating model, annual operating plan, 13-week cash forecast and monthly variance review.
Strategic finance
Scenario and sensitivity analysis that ties operating decisions to cash, runway and valuation.
Capital formation
Fundraise strategy, investor-grade models and data room materials that hold up in diligence.
Corporate development
Acquisition screening, valuation and accretion analysis, diligence management and integration planning on the buy side.
Exit readiness
12–24 month readiness for a sale or recapitalization: EBITDA quality, working capital, reporting and the diligence record a buyer will test.
Fractional CFO leadership
Ongoing part-time CFO leadership on an agreed cadence: monthly close review, forecast update and board pack.
Who the work is for
- Revenue-generating companies backed by venture or private-equity investors
- Portfolio companies between a full-time CFO or between rounds
- Management teams preparing a raise, an acquisition or a sale within 12–24 months
- Boards that need investor-grade reporting from a lean finance team
Scope note. TA Strategic Advisory provides CFO leadership and strategic finance alongside the company’s existing accounting resources. Bookkeeping, payroll and tax compliance are outside scope.
How engagements run
Assessment
Following the scoping call and agreed proposal, I review the plan, reporting and cash position and establish the initial priorities. Timing is agreed around scope and data readiness.
Architecture
The operating model, budget cadence, board pack and KPI set are designed to the company’s stage and its investors’ reporting requirements.
Execution
I hold the finance seat on an agreed cadence: monthly close review, forecast update, board pack, and the capital or transaction work the plan calls for.
Common questions
How much does a fractional CFO cost?
Retained engagements start at $5,000 per month; most run $5,000 to $20,000 depending on cadence and whether a transaction is in process. Defined projects, including the financial modeling sprint at $10,000, are fixed-fee. The cost guide sets out the market ranges.
When should we consider fractional rather than full-time CFO support?
Fractional fits when the company needs senior finance judgment on a recurring but not daily basis, typically $5M–$50M revenue with a controller or accounting firm in place. The timing guide covers the decision.
What happens at the start of an engagement?
The engagement starts with a scoping call, then a defined scope and proposal. Following the proposal, I review the plan, reporting and cash position and establish the initial priorities, and the highest-priority planning and reporting work starts with it.
Schedule a scoping call
Thirty minutes on the current plan, reporting and capital position.