CFO & Advisory — bespoke daily rates
Fractional CFO and advisory services for growth-stage technology companies
Five connected services covering fractional CFO retainers, Quality of Earnings, fundraising support, investor deck preparation and pitch coaching. Bespoke daily rates priced to scope. Engagements capped at five retainer clients at a time to keep delivery quality high.
Capped at 5 retainer clients to maintain quality.
Five connected services
Each engagement is scoped independently — pick the one you need, or combine across the journey from fundraise to QoE to fractional retainer.
Fractional CFO
Monthly retainer — financial leadership without a full-time hire
Embedded financial leadership for companies that need CFO-grade thinking but aren't ready to hire one full-time. Board reporting, investor relations, FP&A oversight, treasury, audit liaison.
- Monthly board pack with variance commentary
- Investor update drafting and review
- FP&A oversight — review of the management team's forecast
- Cash and treasury governance
- Audit and statutory reporting liaison
Quality of Earnings (QoE)
Buy-side or sell-side — defensible normalised EBITDA
Independent QoE for transactions. Normalisation adjustments, working-capital analysis, EBITDA bridge — built to survive scrutiny from the other side's adviser.
- Normalisation adjustments with audit trail
- Working-capital schedule and target setting
- EBITDA bridge from reported to adjusted
- Customer and supplier concentration analysis
- QoE memorandum for circulation to advisers
Fundraising support
Capital strategy, investor list, term-sheet review
End-to-end fundraising support short of running the round itself. Capital strategy, investor list curation, term-sheet review, negotiation support.
- Capital strategy memorandum
- Curated investor target list with warm-intro routing
- Term-sheet review with redline and commentary
- Negotiation support through to signing
Investor deck preparation
Financial section + narrative, built alongside the founder
Investor deck preparation focused on the financial section and the narrative around it. We work alongside the founder — your story stays yours, the numbers carry weight.
- Financial summary slides — historics, forecast, unit economics
- Use-of-funds and milestones bridge
- Narrative review across the full deck
- Appendix structure for the data room
Fundraise pitching
Pitch coaching, dry-run sessions, Q&A prep
Pitch coaching for the financial portion of investor meetings. Dry-run sessions, Q&A prep covering the questions an investor's financial DD will actually ask.
- Pitch coaching sessions ahead of investor meetings
- Dry-run with structured feedback
- Q&A bank covering financial and commercial DD topics
- Post-meeting debrief and iteration
Engagement model
All advisory engagements follow the same four-step path so scope, fees and deliverables are agreed in writing before any work begins.
Discovery call
30-45 minutes — understand the business, the immediate need, and whether we're the right fit.
Scope
Written scoping note covering deliverables, timeline, working pattern, and named-individual involvement.
Proposal
Bespoke proposal with day-rate and total budget, capped where the engagement is fixed-scope.
Engagement letter
Engagement letter signed both sides. Work begins, billing cadence agreed up front.
Start with a discovery call
45 minutes, no obligation. We'll tell you up front whether this is something we can help with — and if not, who can.
Book a discovery call