Pick the layer of finance you need.
We bring the rest.
Senior CFO time on a recurring engagement. Board prep, strategy, capital decisions.
- Bi-weekly working sessions
- Board meeting attendance
- Capital strategy
- KPI definition
We run finance day-to-day. CFO + analyst layer + month-end close, fully outsourced.
- Everything in Advisory
- Monthly close & reporting
- FP&A & forecasting
- Investor updates
Project-based teams for fundraises, M&A, expansion, or systems migrations.
- Dedicated team lead
- Data room & QoE
- Diligence support
- Defined deliverables
Every discipline a modern finance team needs.
Fractional CFO
Strategic finance leadership: capital allocation, board readiness, KPI architecture, hiring plans.
FP&A
Three-statement models, scenario planning, weekly cash, monthly variance, quarterly re-forecast.
Controller & Close
GAAP/IFRS close, multi-entity consolidation, audit prep, technical accounting memos.
Fundraising
Narrative, model, data room, investor pipeline and Q&A support, from seed through Series C.
Treasury
Cash forecasting, FX hedging, banking relationships, multi-currency operations.
Tax & R&D
US federal/state, UK Corp Tax & R&D claims, transfer pricing, sales tax / VAT.
M&A & Exit
Sell-side prep, QoE, diligence room, working capital negotiation, integration finance.
Systems
NetSuite, Xero, QuickBooks, Rippling, Pleo, Brex, Mercury, Stripe: selection and rollout.