Embed as your fractional CFO and growth partner. Operating systems for monthly reporting, board prep, and IR. Strategic events, ecosystem orchestration, and curated rooms for the next round and the round after that.
// 01
The bench you embed
You get a full finance org chart on demand - not just a fractional CFO showing up for the board call. The same team that runs your monthly close also runs the dashboards, prepares the IR letter, and stages the next round. One contract, one cadence, one accountable team.
// 02
What ships, monthly
Three running practice areas - finance · IR · strategic - on a fixed monthly cadence. Every deliverable is auditable, version-controlled, and yours.
01
BOOKS + BUDGET
- •Fractional CFO · embedded operating partner
- •Operating budget development
- •Monthly and quarterly financial reporting
- •Cap table administration
02
BOARD + IR CADENCE
- •Investor update preparation and distribution
- •Board meeting prep and materials
- •KPI dashboards and metrics tracking
- •Scenario planning and forecasting
03
ECOSYSTEM + NEXT ROUND
- •Compliance and governance support
- •Strategic events · curated private rooms
- •Strategic intros · room access
- •Ecosystem orchestration · global presence
// 03
How we operate inside the company
01
Embed
Onboard into your reporting cadence, board cycle, and investor relationships.
02
Build the systems
KPI dashboards, IR distribution, cap table, board materials - productionized.
03
Strategic layer
Events, rooms, ecosystem partnerships. Where the next round and the next deal come from.
04
Prepare the next
round
Quarterly readiness check. When you raise again, you are already ready.
You've raised ➜ we run the company's finance function.
// 04
Where Management fits
Capital Management is the operating phase - the longest engagement in the four-service journey. Most clients run with us continuously between rounds.
CAPITAL STRATEGY
Providing capital investors and investment groups vetted deal flow including pre-diligence and due-diligence services while providing a proven capital readiness roadmap for founders and CXOs.
CAPITAL READINESS
Providing capital investors and investment groups vetted deal flow including pre-diligence and due-diligence services while providing a proven capital readiness roadmap for founders and CXOs.
CAPITAL STRUCTURING
Optimizing capital deployment through debt or equity structures that ensure efficient use of capital to grow asset class performance. Supporting capital structuring throughout the entrepreneurial journey from Series Seed and beyond.
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CAPITAL MANAGEMENT
Optimizing capital deployment through debt or equity structures that ensure efficient use of capital to grow asset class performance. Supporting capital structuring throughout the entrepreneurial journey from Series Seed and beyond.
$5K
CAPITAL JOURNEY
ASSESSMENT
Start with the Capital Journey Assessment. We diagnose your finance function as it stands today - team, systems, cadence - and propose the right embedded shape. Applied toward the engagement if we move forward.
Monthly retainer · scoped to the bench you need.
Sized to the finance function we run - from fractional-CFO-only to a full embedded team. Hourly / custom for executive-level advisory engagements.
FOUNDING PARTNER CALL
Book a call.
Every engagement starts with a $5K Capital Journey Assessment — a full business analysis to map where you are and what you need next. Applied toward the first phase if we move forward.
BOOK A CALL