How It Works

One delivery model, two support paths.

Every engagement starts the same way: understand your stage, define the right scope, and execute against clear outcomes. From there, you choose the right route for your current pressure points.

Choose Your Route

Hands-on CFO delivery or coaching, mentoring, and advisory support.

Execution Route

Fractional CFO Services

For founders who need done-with-you execution across planning, reporting, cashflow, fundraising readiness, and finance operations.

Guidance Route

Coaching, Mentoring & Advisory

For founders and finance leaders who want stronger decisions, better communication, and leadership development without a full execution mandate.

Our 4 Steps

Simple structure. Serious delivery.

01

Diagnose

02

Scope

03

Deliver

04

Review

Step 01

Diagnose priorities and context

We assess your stage, current finance setup, and decision bottlenecks, then set priority outcomes for the next 90 days.

Step 02

Scope the right engagement route

Together we define whether you need fractional CFO execution, advisory support, or a hybrid shape with clear ownership and cadence.

Step 03

Deliver with a focused cadence

We run the agreed plan through monthly and quarterly rhythms, keeping reporting, communication, and strategic decisions aligned.

Step 04

Review, adapt, and raise the bar

As your stage changes, we adjust scope and priorities so you keep momentum across growth, fundraising, and leadership capability.

What You Get

Outputs matched to your route and stage.

CFO Services

Hands-on finance execution outputs

Reporting packs, dynamic models, runway visibility, and operating cadence that support day-to-day founder decisions.

Advisory

Sharper judgment and communication

Structured support for high-stakes calls, board and investor communication, and finance leadership progression.

Shared Outcome

Faster decisions with higher confidence

Better decision quality, cleaner execution, and a finance function that scales with the business rather than slowing it down.

Next Step

Want to map the right route for your current stage?

We can map your first 90-day priorities and recommend the right support model in an initial conversation.