Advisory & Fractional CFO

Strategic finance leadership without the full-time hire. Board packs, investor relations, and capital strategy on your terms.

Ongoing Support

A CFO When You Need One

Most growth-stage companies need CFO-level thinking but cannot justify a full-time hire. Our advisory retainer gives you structured financial oversight, board-ready reporting, and a strategic partner who understands your numbers.

We work alongside your team on a monthly basis - attending board meetings, preparing investor updates, managing model updates, and advising on capital strategy.

What We Cover

  • Monthly board pack preparation and review
  • Investor update drafting and distribution
  • Financial model maintenance and scenario updates
  • Capital strategy and raise timing advice
  • Budget vs actual variance analysis
  • KPI dashboard management
  • Governance framework setup
  • Ad-hoc financial analysis and investor Q&A support

Who This Is For

  • Post-seed companies preparing for Series A
  • Series A/B companies without a full-time CFO
  • Companies in active fundraising that need ongoing support
  • Boards that want structured financial reporting
  • Founders who want a strategic finance partner

How It Works

Monthly retainer with a fixed scope. We agree on deliverables upfront - typically a board pack, model update, and 2-4 hours of ad-hoc advisory per month. Scale up or down as your needs change. No lock-in beyond 3 months.

Packages

Advisory Retainer Pricing

Monthly retainers designed to scale with your stage and needs.

Essentials
$2,000 /month
Basic financial oversight for early-stage companies.
  • Monthly board pack
  • KPI dashboard update
  • 2 hours ad-hoc advisory
  • Email support
  • 3-month minimum
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Growth
$4,000 /month
Comprehensive CFO support for companies preparing to raise or scaling operations.
  • Monthly board pack + investor update
  • Model maintenance and scenarios
  • Budget vs actual reporting
  • Capital strategy sessions
  • 4 hours ad-hoc advisory
  • Board meeting attendance (virtual)
  • 3-month minimum
Book a Call
Enterprise
$7,000+ /month
Full fractional CFO for complex businesses or active raises.
  • Everything in Growth
  • Governance framework
  • Investor relations management
  • Data room maintenance
  • Due diligence support
  • 8+ hours advisory
  • In-person board attendance (quarterly)
  • Custom scope
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Fundraising Stealing All Your Time?

We prepare you for funding.

You keep your business moving.

Common Questions

Frequently Asked Questions

What's the difference between Advisory and Fractional CFO?

Advisory is project-based strategic support. Fractional CFO is ongoing, embedded finance leadership — board reporting, investor relations, and financial oversight on a retainer.

How many hours per month does the retainer include?

Depends on the tier. Starter: ~10 hours. Growth: ~20 hours. Enterprise: unlimited within scope. All include priority response times.

Can I start with Advisory and upgrade to Fractional CFO later?

Yes. Many clients start with a project (model or deck) and transition to ongoing advisory as the relationship develops.

Do you attend board meetings?

Yes, on Growth and Enterprise tiers. We prepare the board pack, present the financials, and handle follow-up actions.

Need Strategic Finance Support?

We take on a limited number of retainer clients to ensure quality. Book a call to check availability for your start date.

Book a Call