Strategic Finance
№ 001 ⊕ Strategic Finance / On Demand / New York

Clarity for the
moments that
decide the company.

A strategic finance practice for founders and investors at the inflection points — fundraises, transitions, transactions, and the long quiet stretches where the right model changes everything.

Schedule a 30-min conversation Begin a conversation VIA EMAIL
Forged in —
+ 02.A 02.B + + 02.C 02.D +
№ 002 — Approach ⊕ A position, not a service

“Most CFOs send decks.
We send decisions.”

01
Institutional Rigor

Models that survive due diligence. Decks that pass investor committee. Reporting cadences that hold up under board scrutiny.

02
Operator Instinct

We've sat in the operator's chair. We get into the GL when it matters. We don't send a deck — we send a decision.

03
Strategic Vision

The numbers are a means, not the work. The work is helping a founder see the next two moves and pick the right one.

№ 003 — The Practice

Five lines of work.
One operating standard.

Each engagement begins with a written scope, a weekly cadence, and a clear definition of what "done" looks like. We don't sell hours — we own outcomes.

I
Strategic Finance

Fractional CFO

Embedded senior finance leadership for the seasons that define the business — scaling, fundraising, professionalizing, exiting.

  • Driver-based operating model & rolling forecast
  • Monthly board pack & investor updates
  • Capital strategy & raise readiness
  • Exec & department partnership
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II
Operating

Strategic Finance as a Service

The analytics function before you can hire one. Unit economics, margin work, planning, dashboards.

  • Unit economics & contribution margin
  • Channel & cohort profitability
  • Annual plan & quarterly reforecast
  • KPI infrastructure & dashboards
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III
Governance

Board & Investor Reporting

The cadence and clarity professional investors expect — without burning out the team.

  • Monthly board pack template
  • Quarterly investor update
  • KPI definitions & dashboards
  • Audit & accounting oversight
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IV
Capital Events

Raise Readiness

Walking into the room from a position of strength. Sharpening the narrative, the data room, and the numbers behind both.

  • Financial story & narrative
  • Model that survives diligence
  • Data room architecture
  • Q&A war-gaming
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V
Transactions

Transaction Readiness

Buy- and sell-side support. Advising on process, coordinating bankers and parties, modeling outcomes.

  • Process advisory · sell-side or buy-side
  • Coordination with bankers, lawyers, counterparties
  • Synergy & integration modeling
  • Working-capital negotiation support
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№ 004 — Operating Model

How a Positano engagement actually starts.

WK 0

Discover

A 30-minute call. We map the moment, the risks, the decisions stacking up. No deck pitched, no commitment asked.

WK 1—2

Diagnose

Two-week diagnostic. We get into the GL, the model, the data room. We surface what to fix, defer, or kill.

WK 3

Design

Written scope. Cadence. Deliverables. Outcomes you can hold us to. Approved before any retainer starts.

WK 4+

Deliver

Embedded operating cadence. Weekly check-ins, monthly board pack, async judgment on the calls that matter.

№ 006 — Selected Engagements

Real businesses.
Real outcomes.

View the full dossier →
Company Stage Focus Outcome Metric
AI Healthcare Platform SERIES A Financial infrastructure, operating model Built scaling infrastructure; established unit economics + board cadence 4.2×
efficiency
DTC Beauty Brand $15M Performance marketing, inventory discipline Reallocated paid channel mix; rebuilt inventory planning bottom-up +38%
cont. margin
High-Growth Retailer $10M · SEED Restructuring, cash management Led turnaround; renegotiated lender; multi-store expansion plan $2.1M
opex out
DTC Jeweler $100M Strategic planning, P&L restructure Channel profitability analysis; 5-year strategic plan delivered 5-Yr
plan delivered
Beauty Brand $150M Transaction readiness, planning Partnered with CFO on planning; supported acquisition through close Closed
transaction
Venture Studio Portfolio 4 PORTCOS Portfolio reporting, consolidation Designed consolidation system; standardized KPIs across portcos 4
systematized
№ 007 — Engagement

Three ways to begin.

Advisory

Monthly · 2 Sessions

On-call senior finance partnership. Async judgment, model & memo support, board prep on request.

  • 2 strategic sessions / month
  • Async judgment on key decisions
  • Model & memo support
  • Board prep on request
Begin a conversation

Embedded

Most Common
Weekly · Fractional CFO

The fractional CFO seat. Hands-on, accountable, in the room every week.

  • Fractional CFO leadership
  • Weekly leadership cadence
  • Monthly board pack
  • Forecast, model, capital strategy
Begin a conversation

Project

Defined Scope

Senior judgment focused on a single moment — a raise, a turnaround, a transaction.

  • Fundraise readiness
  • Turnaround / restructuring
  • M&A diligence (buy or sell)
  • Operating model rebuild
Begin a conversation
№ 008 — Begin

A 30-minute
conversation.
No obligation.

Tell us where you are. We'll tell you whether we're the right fit — and if we're not, who is. The first call is always on us.

Email hello@positanogroup.com
LinkedIn /company/positanogroup
Location New York · Remote-friendly
— Intake
Thank you — we'll reply within 24 hours.