THE MOMENT OF THE RAISE

A CFO beside you in the room with investors who do this for a living

Raising capital is one of the most consequential and most demanding things a company does, and it tends to land at the worst possible time — when the team is already stretched. As your CFO through the process, we prepare the company, build the materials, and stand beside you through diligence and negotiation.
How we help

What fundraising support covers

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Investment Readiness

Clean financials, a defensible model and a numbers story that holds up under scrutiny — before the first meeting, not during it.
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Model, Plan & Data Room

Building the financial model, business plan and data room that investors will interrogate line by line.
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Diligence Preparation

Shaping how the opportunity is framed financially, and what valuation the company can credibly defend.
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Diligence Preparation

Preparing leadership for investor meetings and due diligence, anticipating the hard questions before they are asked.
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Diligence Management

Running the financial workstream of due diligence and acting as the investors' senior financial counterpart throughout.
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Terms Negotiation

Supporting negotiation of the commercial and financial terms, with a clear eye on their long-term consequences for the founders.
What we handle
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We know what investors ask, because we administer the funds asking

Investors back companies that demonstrate financial command. Walking into a raise with a CFO-grade model and a leadership team that can answer the hard questions materially changes how a company is perceived — and what it can command. We sit on both sides of that table: we administer the funds doing the scrutinising.

Budgeting, forecasting and modelling

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Financial insight and decision support

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Fund administration

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We sit on both sides of this table. Through our Fund Administration work, we understand exactly what institutional investors scrutinise — because we administer the funds doing the scrutinising. That dual perspective shapes how we prepare you.
See Fund Administration →
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FAQS

Frequently asked questions

Can you help us raise our next round?
Yes — fundraising support is a core part of this service. We get the company investment-ready, build the model, business plan and data room, help shape the equity story, prepare leadership for investor scrutiny, and stand beside you through diligence and negotiation.
Our numbers are a mess. Can you still help?
That is often exactly where we start. Before finance can inform good decisions, it has to be trustworthy, so many engagements begin by structuring the finance function and correcting the processes — fixing the close, the controls and the reporting — and only then move on to strategy and decision support.
Shaping how the opportunity is framed financially, and what valuation the company can credibly defend.
Bookkeepers and accountants record and report what has happened — essential work, but backward-looking. A CFO interprets those numbers and shapes what happens next: pricing, capital allocation, fundraising, cash strategy. The two roles complement each other; one keeps the books, the other helps you make decisions with them.
How is this engagement priced and structured?
It is scoped to the situation. Some clients want an ongoing fractional-CFO relationship; others need intensive support around a specific event and a lighter touch afterwards. Because this is a senior, selective service, we agree the scope and commercial terms with you directly at the outset.
What is the difference between a fractional CFO and a full-time CFO?
The seniority and the judgement are the same; the commitment and cost are not. A fractional CFO gives you experienced financial leadership scaled to what your business needs and can support right now — a steady presence through growth, or intensive support around a raise or restructuring — without the salary, equity and permanence of a full-time executive hire.