Virtual CFO & Advisory
Fractional CFO, fundraising, and board-level finance
Why this matters
There is a stage in every company where the bookkeeper or accountant is no longer enough, but a full-time CFO is too much. We sit in that gap. Our virtual CFOs and finance directors work as part of your leadership team, typically a few days a month, owning financial strategy, fundraising support, board reporting, and finance operating model design. We have led finance through Seed, Series A, Series B, growth equity, and bolt-on M&A, in the UK, US, Canada, and Australia. Day to day we run three-statement forecasts, scenario planning, cash management, KPI design, hiring plans, and investor reporting. We also build the underlying finance function so by the time you need a full-time CFO, the role is fillable and the systems already work. The aim is not to replace your future CFO, it is to make that hire successful.
Key benefits
Senior finance leadership on demand
You get CFO-level judgment on forecasting, fundraising, and strategy without the cost of a full-time hire.
Fundraising support that closes rounds
We build models, data rooms, and investor narratives, and sit in diligence sessions alongside your founders.
Board and investor reporting that holds up
Monthly and quarterly packs are structured for board scrutiny, with the supporting workings investors actually ask for.
Finance function built to outlast us
We design systems, hires, and controls so when you hire a permanent CFO, they inherit a working machine.
Services in Virtual CFO & Advisory
5 services available in this group.
CFO Services (Fractional / Virtual)
Fractional and virtual CFO leadership for growing B2B companies that need senior finance without a full-time hire.
We provide fractional CFO leadership covering strategic finance, fundraising, forecasting, and board reporting on a flexible engagement.
Learn moreController Services
Outsourced controller services for monthly close, technical accounting, and audit-ready books.
We run the monthly close, manage technical accounting, and deliver clean, audit-ready financial statements under GAAP, IFRS, or FRS.
Learn moreDue Diligence Support (M&A)
Financial and accounting diligence for buy-side and sell-side transactions.
We support M&A diligence with quality of earnings, working capital analysis, and accounting reviews aligned to US GAAP, IFRS, and UK FRS.
Learn moreBusiness Valuation
Independent valuations for transactions, tax, and financial reporting.
We deliver defensible business and asset valuations using income, market, and cost approaches aligned to US GAAP, IFRS, and tax rules.
Learn moreFundraising Support
Finance and reporting support for equity and debt fundraising rounds.
We help companies prepare financial models, data rooms, and investor materials for seed through growth equity and debt fundraising.
Learn moreOur approach
Diagnose the stage
We assess your business model, cap table, finance maturity, and the decisions facing leadership over the next year.
Set the operating cadence
We define monthly close, board reporting, forecasting, and cash management rhythms with clear ownership.
Drive priority projects
We lead fundraising, scenario planning, pricing reviews, M&A diligence, or operating model redesign as needed.
Build for handover
We document processes, hire and coach the team, and prepare the role for a permanent CFO when the time is right.
Frequently asked questions
How is a virtual CFO different from a bookkeeper or controller?
How many days a month do virtual CFOs typically work?
Can you support an active fundraising round?
What happens when we hire a permanent CFO?
Want help with Virtual CFO & Advisory?
We will scope the right path for your goals.