Fractional CFO leadership for growing companies
Senior finance leadership from a former Head of Finance at Neuralink. We build the driver-based forecast, own the board and lender package, and lead your capital raise, with AI built into reporting so leadership can ask questions of the numbers directly.
Free 30-minute consultation. No commitment required.
What you get
- Driver-based budget and rolling forecast
- Monthly board, lender and investor package
- 13-week cash and runway management
- Capital raise and data-room preparation
- Ask AI on your own financial statements
Fractional CFO, cleaned up and investor-ready
The problem
- Forecasts are a static spreadsheet nobody trusts
- Board decks are rebuilt from scratch every month
- Cash runway is a surprise rather than a plan
- Fundraising diligence exposes messy numbers
- Leadership waits days for answers to simple questions
Our solution
- A forecast built on your real cost drivers, with what-if levers
- A repeatable board pack generated from one reporting engine
- Weekly cash visibility with base, best and worst cases
- Investor-grade models and diligence materials ready in advance
- An AI analyst that answers from the statements on screen
Deliverables you can count on
Budget & forecast
Annual operating plan and rolling forecast built on volumes, headcount, pricing and contracts, with scenario levers.
Board & investor reporting
Monthly package with three statements, KPIs, variance commentary and present-mode for meetings.
Cash & runway
13-week cash forecast, liquidity and covenant headroom, and a clear runway plan.
Capital raises
Financial models, data room and diligence support. Our founder has supported more than ten raises, including Series C, D and F rounds.
KPIs & unit economics
Margin, CAC payback, retention, DSO and the drivers that matter to your model.
Finance team leadership
Hire, structure and coach your finance team, and own relationships with auditors, banks and investors.
Screens from our AI Finance Suite. Client details are redacted and figures changed.
Where AI does the work
AI ranks work, flags exceptions and answers questions, always tied back to the underlying figures. People stay in control of every decision.
AI in fractional cfo
- Ask AI: “What drove the change in revenue?” answered only from the figures on screen, and it says so when something isn’t in view
- Review agent: answers reviewers’ questions on any figure and warns when a number has moved since a note was raised
- Built-in checks: control totals flag when statements don’t tie before anything reaches the board
Replaces: standalone FP&A software, Excel reporting packs and manually assembled lender certificates.
Explore the AI Finance SuiteOur fractional cfo framework in 3 steps
Assess & align
We review your financials, forecast, reporting and capital needs, and agree the decisions finance must support.
Weeks 1–2Build the CFO operating system
Driver-based model, board pack, cash forecast and KPI set, connected to your ERP so they refresh automatically.
Weeks 2–8Lead, report & raise
Monthly board and investor reporting, forecast updates and capital strategy, with your fractional CFO in the room.
OngoingFractional CFO FAQs
Still deciding? A 30-minute consult is the fastest way to know whether we are a fit.
Schedule a consultWhat is the difference between a fractional CFO and a controller?
A controller makes sure the numbers are accurate, closed on time and controlled. A CFO uses those numbers to plan, raise capital and guide decisions. We provide both, so you can start with either.
How much time does a fractional CFO spend with us?
It depends on your stage and needs, from a few days a month to several days a week during a raise. We agree the cadence up front and adjust as you grow.
Can you help us raise capital?
Yes. We build the model, prepare the data room, support diligence and join investor and lender conversations.
Do we have to use your AI applications?
No. They are optional. Most clients adopt them because they shorten reporting cycles, but we can work entirely inside your existing tools.
Explore more ways we help
Bookkeeping
Accurate books, every month
Learn moreFractional Controller
Faster, controlled month-end close
Learn moreBilling & Collections
Order-to-cash, run with precision
Learn moreProcurement
Procure-to-pay & treasury
Learn moreSystem Implementation Support
ERP, billing, spend & payroll systems
Learn moreMergers & Acquisitions
Exits, financing rounds & diligence
Learn moreTalk to us about fractional cfo
Book a free 30-minute consult. We will map your close, cash and reporting workflows, show you the AI Finance Suite live, and outline what would change in your first 90 days.
- Free 30-minute consultation
- Month-to-month engagements
- Live walkthrough of the apps
- NDA available on request
