Fractional CFO and corporate finance services.
For U.S. AI and technology companies, the choice is whether finance needs an ongoing owner or a defined piece of work with a management handoff. We offer monthly fractional CFO retainers and fixed-scope corporate finance projects.
Fractional CFO
A senior finance leader inside the management cadence, without making a full-time hire before the role justifies one.
- Cash, runway and integrated planning
- Management and board reporting
- AI unit economics and pricing
- Finance systems, team and controls
Corporate finance projects
Focused support for a financial model, fundraising preparation, investor deck, board narrative, pricing decision, or diligence process.
- Fundraising readiness and investor materials
- Financial models and scenario analysis
- Board decks and KPI architecture
- Data-room and diligence preparation
Who will own the finance work after the first deliverable?
The next reporting cycle is a practical test. The right scope depends on whether someone inside the company can keep the forecast, cash view, and reporting current after the initial work.
Choose a fractional CFO retainer when ownership recurs.
Management needs a senior finance owner across planning, cash, pricing, and board discussions each month.
- Decision test
- Will assumptions, actuals, and priorities need review again next month?
- Working model
- A named partner maintains the finance view with management through recurring decisions.
Choose a project when the output has a clear handoff.
Management needs a model, pricing analysis, board pack, or internal fundraising materials for a defined decision.
- Decision test
- Can the company name the output, deadline, source-data owner, and person who will maintain it?
- Working model
- We agree on deliverables and review points, then transfer the working files and assumptions to management.
If the handoff owner is uncertain, describe the decision and current finance capacity in the contact form. We can scope the work from there.
Preparation, not placement.
We can help management build the model, sharpen the narrative, prepare investor materials, organise diligence, and run an internal readiness process.
We do not solicit investors, make investor introductions, place securities, handle funds or securities, or charge compensation based on a financing outcome. Where a regulated intermediary is required, the company appoints one separately.
Tell us what the business is preparing for.
Use the contact form to share the company stage, the decision ahead, and the finance work already in place. A partner will respond directly.
Contact us →