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CFO Advisory
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CFO Advisory

Fractional CFO leadership and capital modeling for companies going through fundraising, acquisition, or a major transition.

CFO Advisory

ROI

Focus Modeling

A CFO turns historical data into decisions about where capital goes next. Growing companies need that leadership most at the transition points: a Series A raise, an acquisition, a move to institutional ownership.

We act as your fractional CFO, handling the analysis, budgeting, and capital planning that investors and boards use to test your valuation. You get senior financial leadership without a full-time hire.

Our Methodology

How we deliver this service.

A rigorous, phase-driven process ensures nothing is missed and every position is defensible.

01

Strategic Financial Audit

We review your historical financials, capital structure, and unit economics to establish the baseline for growth.

02

Budgeting & Forecasting

We build a 3-to-5 year financial model, including cash flow projections, burn rate, and capital requirement schedules.

03

KPI & Dashboard Architecture

We set up dashboards that track the metrics that matter (CAC, LTV, Burn, Runway) so executives see current numbers, not last quarter's.

04

Capital Structure Modeling

We analyze your debt-to-equity ratio and model potential dilution scenarios for upcoming funding rounds or strategic exits.

05

Operational Efficiency Audit

We review your cost structures and vendor relationships to improve margins and keep cash in the business.

06

Board & Investor Reporting

We prepare reporting packages for your board of directors and for current and prospective investors.

Getting the company ready for liquidity.

Capital Architecture

Growth & Exit Readiness

Getting the company ready for liquidity.

Buyers and investors price two things: risk and growth. We lower the financial risk side of that equation with proper controls and transparent reporting, so your numbers hold up when a venture round or exit puts them under due diligence.

During those capital events, we act as the point of contact for external auditors and investment bankers and handle the data requests that come with them.

Specializations: Venture math, unit economic modeling, and post-acquisition integration strategy.

Ready for real financial leadership?

Scaling on guesswork is expensive. Get the senior financial leadership your company needs to reach its full valuation.

What You Receive

Specific deliverables, precisely documented.

“A CFO's job is to protect capital and deploy it well. We keep your financial strategy intact from Series A to the final exit.”

3-Year Multi-Scenario Model

A financial model covering best, worst, and most-likely cases for the whole business.

Monthly Performance Package

A board-level report covering P&L analysis, variance reporting, and KPI tracking.

Cash Runway Forecast

Weekly or monthly cash flow modeling to protect liquidity while the business grows fast.

Fundraising Due Diligence Pack

Your full financial history, organized for venture capital or private equity due diligence.

Unit Economic Analysis

Modeling of CAC, LTV, and contribution margin for every product line or customer segment.

Capital Stack Review

Analysis of debt versus equity leverage and how to manage interest rate risk.

Operational Cost Audit

A review of vendor and operating expenses to find room for margin improvement.

Strategic Exit Modeling

Work with M&A advisors to model the tax-adjusted proceeds of potential exits.

Common Questions

Technical clarifications.

Answers to the most frequently asked questions about how this service works in practice.

Usually when the business outgrows basic bookkeeping: preparing for an institutional fundraise, managing multiple entities, or passing $5M in annual revenue.

Accountants focus on historical accuracy and compliance. A CFO looks forward: strategy, capital modeling, and the financial decisions that build company value.

Yes. We help prepare your data room, refine your financial narrative for investors, and model the dilution impact of various term-sheet scenarios.

We operate mainly as a fractional, remote CFO advisory, and we join board meetings and strategy sessions by video.

Contact US/UK Cross Border Tax

Two Tax Systems, One Team

London Headquarters

4 Crown Place
London EC2A 4BT
United Kingdom

Manchester

CORE
Brown St, Manchester M2 1DH
United Kingdom

San Francisco

600 California St
San Francisco, CA 94108
United States

New York

33 Irving Pl
New York, NY 10003
United States

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