Working together
Three ways in. All of them hands-on.
Every engagement is scoped up front, so you know exactly what you are getting. Many clients start with a raise and stay on as their fractional CFO.
Project
Raise sprint
For founders about to raise, Seed to Series B, who need the numbers and the process done properly.
- Investor-grade model and runway plan
- The metrics investors will ask for, calculated
- Data room built and checked
- Investor Q&A and diligence handled with you
- Term sheet review
Ongoing
Fractional CFO
For companies that need a CFO a few days a month, not five days a week.
- Monthly board pack and KPI review
- Rolling forecast and cash plan
- Board meetings and investor updates
- Strategic projects: pricing, new markets, restructuring
- M&A: acquisitions, partnerships and approaches
- Audit, cap table, EMI and covenants
Project
Exit readiness
For founders and boards preparing to sell, or weighing an offer that has arrived.
- Sell-side readiness review
- Quality of earnings preparation
- Offer and structure analysis: cash, shares, earn-out
- Diligence run alongside advisers
- Completion and handover
How the first month goes
Week 1Look under the bonnetBooks, model, cap table, bank. We find out what is true today.
Week 2The honest readA short written view: what investors will see, what worries us, what to fix first.
Weeks 3 to 4Fix the foundationsThe model, the KPIs and the monthly close, rebuilt so they hold up.
Month 2 onwardsRun it with youBoard packs, forecasts, the raise or the deal, month after month.
Straight answers
How much time will you spend with us?Agreed up front and flexed around board meetings, raises and deals. You will always know what is in scope.
Do you replace our bookkeeper or accountant?No. We work with them: they keep the books, we make the numbers useful for decisions and investors.
Which stages do you work with?Mostly Seed to Series B in AI SaaS and fintech, and later-stage companies preparing for an exit.
Will you talk to our investors directly?Yes. Board meetings, investor updates, diligence calls. That is much of the value.
Can you take on a one-off project?Yes. A model rebuild, a pricing review or an acquisition can be scoped on its own.