Services ·01 · Fractional CFO
Senior finance ownership inside the room.
An embedded CFO for U.S. AI and technology companies that need stronger planning, reporting, economics, and decision support before they need a permanent executive.
How it works
Truth. Cadence. Decisions.
We begin by establishing a reliable financial and operating view, then embed the review rhythm management needs. The model is maintained, variances are explained, and decisions have owners.
01
Establish the operating truth
Reconcile accounting, revenue, cash, commitments, headcount, and product economics. Define the metrics and identify unreliable data.
02
Build the management system
Install a rolling forecast, close and reporting timetable, cash review, variance process, and decision-led management pack.
03
Own the forward decisions
Support pricing, hiring, resource allocation, customer economics, fundraising preparation, and board discussions with a current model.
What you get
Deliverables, named.
01
Integrated financial model
Revenue, usage, delivery costs, headcount, cash, balance sheet, and scenarios in one maintained management model.
02
Cash and runway plan
Base and downside views, decision dates, commitments, and actions tied to explicit management triggers.
03
Monthly management pack
Actual versus plan, drivers, variance explanation, commercial pipeline, cash, risks, and decisions requiring attention.
04
AI unit economics
Model, cloud, data, human-review, implementation, and support costs connected to customers and successful workflows.
05
Board and investor readiness
A coherent performance narrative, model ownership, KPI definitions, and materials that management can defend.
06
Finance roadmap
The systems, controls, accounting support, team design, and milestones toward the right permanent finance function.
Related
All services →Fractional CFO support starts here.
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