Our portfolio CFOs form a key part of your Board. They attend Board meetings and work with key decision-makers to support fundraising efforts and prepare financial insight. They'll drive and even challenge the business strategy from a finance perspective.
Building relationships and credibility
If you're looking to attract investment, you'll want a CFO who understands your business model. Whether it's a tech, SaaS or e-commerce business, our CFOs know what investors want and can understand and speak the language of your industry.
Our fractional CFOs take the time to understand the commercial drivers of your business and build a robust finance function. If you're looking to fundraise, they'll help you tell the story; one backed up by historic and forward-looking data that stands up to scrutiny.
38% of investors indicate that a lack of visibility over how financial data is gathered, checked or analysed makes them doubt its accuracy, while 58% are concerned about the lack of financial transparency in businesses. (Source: BlackLine)
Portfolio CFO - supporter and challenger
As the leading finance person in your organisation, it's the job of the CFO not only to support, but to question and challenge. To ask difficult questions. So, it's essential for your business that we build trust and develop a good relationship. That's always our starting point.
Being your portfolio CFO - our approach
Our CFOs get under the skin of your business, quickly grasp the key financial levers and see what can be influenced to gear up for success, and they’ll develop insightful metrics, with the right supporting data, so you can see what changes make an impact.
A CFO should do the heavy lifting and leave you to focus on running the business. Our CFOs will support you, prepare financial forecasts and plans, and help you with pitch decks and presentations to tell your story if you're fundraising.
A portfolio CFO is a great sounding board for your company and can deliver critical financial decisions on your behalf without compromising your business relationships.