Skip to content
Accounting & Finance

Virtual CFO & Advisory

Fractional CFO, fundraising, and board-level finance

Overview

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.

Why us

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.

How we work

Our approach

01

Diagnose the stage

We assess your business model, cap table, finance maturity, and the decisions facing leadership over the next year.

02

Set the operating cadence

We define monthly close, board reporting, forecasting, and cash management rhythms with clear ownership.

03

Drive priority projects

We lead fundraising, scenario planning, pricing reviews, M&A diligence, or operating model redesign as needed.

04

Build for handover

We document processes, hire and coach the team, and prepare the role for a permanent CFO when the time is right.

FAQ

Frequently asked questions

How is a virtual CFO different from a bookkeeper or controller?
Bookkeepers record transactions, controllers own the close and reporting, and CFOs own strategy, capital, and the finance operating model. Our virtual CFOs work with your bookkeeper or controller rather than replacing them, focusing on board-level and strategic decisions.
How many days a month do virtual CFOs typically work?
It depends on stage and activity. A steady-state Seed or Series A company usually needs two to four days a month, while companies in active fundraising, M&A, or restructuring may need a day or more each week. We adjust the cadence as the workload changes.
Can you support an active fundraising round?
Yes. We build investor models, prepare data rooms, draft commercial sections of pitch decks, manage diligence question lists, and sit alongside founders in investor meetings. We have supported rounds from Seed through growth equity across UK, US, Canada, and Australia.
What happens when we hire a permanent CFO?
We plan for that from day one. We document processes, hire and coach the underlying finance team, and run a structured handover so the incoming CFO inherits a working function rather than a problem. Many of our virtual CFOs help select and onboard their permanent successor.

Want help with Virtual CFO & Advisory?

We will scope the right path for your goals.