Fractional CFO services, three ways to engage
Every engagement is scoped around what the company actually needs. Most fall into one of three models.
Ongoing Fractional CFO
A part-time CFO embedded in your operating cadence, on a monthly retainer. I run the finance function: forecast, budget, board reporting, and the decisions in between.
- Driver-based forecast and annual/monthly budgets
- Monthly board and investor reporting packs
- Burn targets, runway analysis, and scenario planning
- KPI definitions and reporting standards across teams
- Ongoing counsel on strategy, hiring, and capital decisions
Best for: seed to Series B companies with no senior finance hire, or a controller who needs leadership above them.
Fundraise Support
Project-based support for founders heading into a raise. Investor-grade materials and a narrative that survives diligence, built with someone who has sat on the investor side.
- Fundraising strategy, timing, and process design
- Investor-grade financial model and data room materials
- Cap table, dilution, and ownership modeling
- Pitch narrative, memos, and diligence preparation
- Support through investor Q&A and negotiation
Best for: founders planning a raise in the next 6 to 12 months who want the numbers airtight before the first meeting.
M&A Diligence & Integration
Project-based support for acquisitions, sales, and strategic transactions. Fifteen years of M&A at Goldman Sachs, applied to your deal.
- Buy-side and sell-side financial and valuation models
- Synergy, returns, and accretion/dilution analysis
- Deal structure evaluation and negotiation support
- Diligence preparation and materials
- Post-close integration planning
Best for: acquisitive startups rolling up smaller players, or founders evaluating an exit or strategic offer.
On pricing: ongoing engagements run on a monthly retainer scaled to hours and scope; project work is scoped and priced per engagement. Typical market ranges are in the fractional CFO cost guide.
Who this works for, and who should look elsewhere
A good fit
- VC or PE-backed startups, seed through Series B
- Founders scaling past product-market fit
- Companies preparing a fundraise or an acquisition
- Teams with a controller or bookkeeper who need senior leadership above them
- CEOs who want a finance partner in the room, not a vendor
Not a fit
- Bookkeeping, payroll, or tax compliance (I refer these out)
- Pre-revenue founders with no finance complexity yet
- Anyone looking for the cheapest option rather than the right one
How an engagement starts
Intro call
Thirty minutes on your numbers, your stage, and what you need. If I cannot help, I will say so and point you in the right direction.
Diagnostic
A focused assessment of your financial operations: what exists, what is missing, and what matters most in the next two quarters.
Proposal & start
A scoped proposal with the model, hours, and price. Most engagements start within two weeks of the first call.
Not sure which model fits?
Describe where you are on a 30-minute call. I will tell you which engagement makes sense, or whether you need something else entirely.