Practice/Fractional CFO & COO

Fractional CFO & COO, for when it actually matters.

Capital strategy, covenant compliance, turnarounds, and operating discipline for technically complex companies. A senior operator who runs the finance function and covers the gaps around it, without the cost of a full-time executive.

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Sector Depth

CFO judgment, tuned to your industry.

A SaaS company's metrics aren't an energy project's. The firm brings operating fluency across the sectors where finance, capital intensity, and unit economics actually differ.

01

Energy

Project economics, asset-level reporting, and the cash flow timing that conventional bookkeeping misses.

02

Renewables

Tax credits, incentive structures, and the financing complexity behind clean-energy economics.

03

Hard Tech

Long development cycles, capital-intensive builds, and burn discipline through to commercialization.

04

SaaS

ARR, retention, CAC and LTV, deferred revenue, and the metrics investors and boards expect.

01
The Core · CFO

The full finance function, run by someone who's done it.

Forecasts and reporting are the floor, not the ceiling. The work is interpreting what the numbers mean for the next decision: where the cash runs out, which scenario survives, what the board needs to see, and how to keep financing flexibility intact. Delivered by a current sitting CFO, not a junior team running a template.

Rolling forecasts & budgeting
13-week cash flow models
Scenario & liquidity planning
Board & investor reporting
KPI & management dashboards
Unit-economics & FOAK costing
Profitability analysis
409A valuation modeling
Multi-entity consolidation
International & foreign-tax reporting
Monthly / quarterly / annual close
Financial decision support
02
The Edge · COO & Capital

When the problem is bigger than the books, it gets handled.

This is the part most fractional CFOs can't offer: capital raised and structured under pressure, covenant headroom protected, contracts reviewed and renegotiated before they do damage, and operations steadied when the company is moving faster than its systems. The COO instinct that turns a finance seat into an execution engine.

Equity & debt fundraising support
Bridge & convertible structuring
Debt-covenant compliance
Lender reporting & waivers
Turnaround & audit remediation
Legal & commercial review
T&C drafting & negotiation
Procurement & supply chain
ERP design & architecture
Enterprise risk & controls
When To Bring Someone In

Raising, burning, scaling, or cleaning up: the moments that don't forgive mistakes.

Built for companies in a raise or a covenant squeeze, carrying real burn, scaling faster than the back office, integrating acquisitions, or staring down books and controls that won't survive diligence. When the finance function has to hold, this is the seat to fill.

03
Engagement Structure

Embedded or on call.

From a fractional seat held month over month, to a focused turnaround, to a single high-stakes raise or diligence sprint, structured around the company's stage, complexity, and urgency.

Ongoing fractional CFOFractional COO supportTurnaround & remediationFundraise supportCovenant & lender management13-week cash & liquidityBoard / investor reportingDiligence readiness
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Need a CFO who can actually carry the weight?

Book a free 20-minute call to talk through your raise, your runway, your turnaround, or whatever's keeping you up at night.

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