Fractional CFO & Finance Advisory Services
Your Strategic CFO Partner for Business Building
Who We Partner With
Private Equity and Venture Capital investors, along with their portfolio companies, navigating growth, acquisitions, or operational challenges
CEOs and CFOs at early to mid and late-stage software and technology businesses.
Management Teams seeking to optimize financial performance and make data-driven decisions.
Our Key Services
Office of the CFO Support
Operational Finance Optimization
Operational Finance Optimization
We are your on the ground partner providing:
- Interim & Fractional CFO Support: Step into leadership gaps.
- Investor readiness: Prepare for funding, due diligence, and transactions with confidence.
- Strategic Planning & Budgeting: Align financial plans with business objectives for growth.
Operational Finance Optimization
Operational Finance Optimization
Operational Finance Optimization
Streamline your financial processes for improved performance:
- Accelerated Month-End Close Processes: Reduce close cycles while ensuring accuracy and compliance.
- Financial Reporting & KPI Dashboards: Deliver clear, actionable insights to drive performance.
- Budgeting & Forecasting Optimization: Achieve greater visibility and control over financial planning.
Value Creation & Transaction Support
Value Creation & Transaction Support
Value Creation & Transaction Support
Maximize business value and navigate complex transactions:
- M&A Integration & Due Diligence: Ensure seamless transitions with expert support.
- ERP & Business Intelligence System Assessments: Evaluate and optimize tools for better decision-making.
- Value Creation Plan Development: Build and execute comprehensive strategies to unlock business potential.
Finance Team Development
Value Creation & Transaction Support
Value Creation & Transaction Support
Build and scale high-performing financial teams:
- Recruitment & Onboarding: Find and integrate the right talent for your organization.
- Leadership Development for Finance Teams: Equip your team with the skills to support growth.
- Scalable Financial Frameworks: Establish processes that adapt as your business expands.
Our Clients
