Financial & Operational Executives | Profitability | Growth

Who is a Fractional CFO?

• Senior-level executive with strong track record for performance as a Senior Manager.

• Strategic thinker, not just a number cruncher. Leads the Accounting and Bookkeeping resources.

• Senior-level presence to lead his team and communicate with stakeholders such as investors, lenders, Board, Regulators.

• Provides services for startups to medium size companies on a part-time, retainer, or contracting basis.

• Sometimes called outsourced, part-time or virtual CFOs.

Benefits of a Fractional CFO

• Senior-level, experienced resource at a fraction of the cost of a full-time Senior Executive.

• Strategic, forward-looking financial perspective of the business.

• Enable major liquidity events such as fundraising, exit, acquisitions.

When does a company need a Fractional CFO?

• Company needs to establish financial and operational metrics (KPIs) to track performance and reduce risk.

• Financial targets not being met or not well defined. Sudden, unexpected cash shortages.

• Unreliable performance by current accounting team.

• Company is growing and becoming more complex. Insufficient understanding of the financials.

• Planning liquidity events - equity or debt recapitalization.

• Pending business acquisitions or sale of the business.

• Company needs CFO-level expertise. But you don’t yet need a full-time CFO.

Role of a Fractional CFO

• To understand, shape and track the financial levers that improve PROFITABILITY and SCALE UP the business through organic growth or acquisition.

• Actions are guided by the Business and Operational Strategies of the company which the CFO helped develop.

FINANCIAL PLANNING & ANALYSIS

• Financial Planning

• Forecasting & Analysis

• Revenue/Cost Modeling

• Capital Structure Modeling

• Valuation

ACCOUNTING & CONTROL

• Financial Reporting

• Budgeting

• Performance/KPI Tracking

• Chart of Accounts Design

• Internal Audit (*)

• Tax Return Preparation (*)

COMMUNICATIONS WITH STAKEHOLDERS

• Internal

• Board of Directors

• Investors

• Lenders

• Credit Agencies (*)

• Regulators (*)

• IRS (*)

ACCOUNTING OPERATIONS

• Bookkeeping

• Payroll

• Financial & Accounting Systems

• GL

• Time & Expense Reporting

INVESTOR PITCHES / BUSINESS PLANS

INVESTOR PITCHES are presentations consisting of several slides that tell a compelling story about the business. Their objective is to communicate the investment opportunity to potential investors when a company is looking for funding.

AI STRATEGY ALIGNED TO BUSINESS STRATEGY

In today's rapidly evolving business landscape, developing a robust AI strategy aligned with the business strategy is essential for survival and growth. We help you define your AI vision, assess capabilities, and implement initiatives to drive innovation, enhance efficiency, and achieve sustainable growth in an AI-driven world.

FRACTIONAL CHIEF MARKETING OFFICER

FRACTIONAL CMOs develop GO TO MARKET Strategies and lead the product LAUNCH, across B2C and B2B sectors, in support of startups. Key elements are Customer Acquisition and Retention and Analytics to measure the impact of all Marketing Actions. Also referred to as Interim CMOs, may transition to permanent positions. Flexible time commitment ensures cost effective support for  startups. 

FRACTIONAL CHIEF OPERATING OFFICER

FRACTIONAL COOs are Chief Organizers, they develop Organization Structures and Staffing Plans and define Processes, Roles & Responsibilities. Also referred to as Interim COOs, may transition to permanent positions. Flexible time commitment ensures cost effective support for  startups. 

FRACTIONAL CHIEF STRATEGY OFFICER

FRACTIONAL CSOs support Founders/CEOs with development of a strategic vision and path, going forward. Duties include Business Planning, Business Model development, Pricing Strategy and Exit Strategy. In regulated sectors, ensuring compliance. Also referred to as Interim CSOs, may transition to permanent positions. Flexible time commitment ensures cost effective support for  startups. 

FRACTIONAL CHIEF TECHNOLOGY OFFICER

FRACTIONAL CTOs develop Technology Architectures, Functional Requirements and Manage IT Development Programs. Often called upon to create multi-skilled teams, must do so timely and cost effectively with internal or freelance resources. Also referred to as Interim CTOs, may transition to permanent positions. Flexible time commitment ensures cost effective support for  startups. 

MINIMUM VIABLE PRODUCT LAUNCH

Specialists in taking a concept or prototype and turning it into a MVP, ready for market launch and testing by actual users. We provide complete outsourced teams from CXO down the line to implement and launch the MVP.