CFO + Capital Markets Advisory

We support early-stage fintech startups with flexible, custom fractional CFO and capital markets leadership.

You’re focused on your product, your early customers, and building your team. Finance and Capital Markets are complex and critical to your success, but when do you staff against them?

Hiring too early is costly and presents an organizational design challenge. But hiring too late can cause a drag on your growth and progress. We’ll be your thought partners and executioners until you are ready to hire a full-time CFO or Head of Capital Markets (we’ll help you hire the right person too).

Our Engagement Model

  • We dive deep to understand your unique goals, challenges, outcomes, resources and trade-offs. With this knowledge of your business, we will frame your strategic options through the financial lens that makes sense for you and your stakeholders.

  • We will provide insightful and quantitative based reporting and analysis from a team of domain experts. By building on what you already have, or by creating the reporting and analysis that you have been missing, we will provide the data you need to make the big decisions.

  • We are with you in the trenches, provisioning a curated set of professionals to complete work product quickly, with certainty of outcome, and in partnership with the leaders on your team. We are both thought-partner and operator.

  • On call experts deeply familiar with your company, committed to seeing long-term outcomes. We are Fractional CFO and Capital Markets leaders, usually fully integrated with your team on an as-needed, on-going basis.

“Never take your eyes off the cash flow because
it’s the lifeblood of business.”

—Sir. Richard Branson