Be ready before the term sheet arrives.
In a market where investors move quickly, the company that has its numbers in order gets the meeting, and the better terms. Preparation is the part founders control.
Where rounds lose time
The same things delay Bay Area rounds, from seed to growth:
The model gives way
The model survives until one investor changes an assumption, after which nobody can tell you what happens to runway.
The cap table needs explaining
SAFEs, notes and side agreements have accumulated, and the pro forma takes days to produce.
The data room shows up mid-diligence
A late, partial room tells the investor exactly how the company runs on an ordinary Tuesday.
Metrics do not match the contracts
Reported revenue and booked revenue differ, and the gap is the first thing a good investor finds.
A fractional CFO with earlier raises behind them lifts the process from the founders: the model, the cap table, the metrics, the data room and diligence. They also look at structure, including how founder shares were issued and what the federal small-business stock rules mean for the people holding them, then hand the detail to your tax adviser.
Who this is for, and who it is not
Best for
- Preparing for a funding round in the next three to six months
- A data room or financial model that will not survive diligence
- Gaps in investor reporting, cap table or board resolutions
- A founder carrying every financial question personally
- Numbers and investor narrative that do not yet line up
Not for
- A business with no revenue or traction to diligence yet
- A one-off pitch deck or investor slide design
- A team that wants a document produced, not a leader embedded
- A round already closed that needs only bookkeeping
Around the round
We match the CFO for the raise and keep governance around the engagement until the round closes.
Weekly while live
During diligence we check in weekly and flag early if the model, the cap table or the data room is behind.
Second opinions on diligence
The collective includes operators who have taken companies through seed, growth and venture debt raises.
If the CFO changes
Should the CFO have to step away mid-raise, we restart the search from our brief and hand over the work ourselves.
Fit for the raise
Seed investors and growth funds test different things. We match on the round in front of you.
From gap to investor-ready
Calibrated to your round timeline.
Fundraise assessment
We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.
CFO deployment
Your matched Fractional CFO is embedded within two weeks and begins building investor-grade infrastructure.
Fundraise preparation
Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.
Round support and post-close
Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.
Before, during and after the round
What a fractional CFO owns at each stage of a raise.
A fractional CFO leads every fundraise
Most raises need only the CFO. When diligence probes operations or technology, a COO or CTO joins from the same collective.
Executives who have raised alongside
