Strategic Finance
№ 001 — The Practice / Five Lines of Work

Five lines of work.
One operating standard.

Every 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. Each service below is a complete seat with delivery dates you can hold us to.

I
Strategic Finance

Fractional CFO

Embedded senior finance leadership for the seasons that define the business.

The Seat Delivers
  • Driver-based 5-year operating model · monthly cadence
  • Rolling 13-week cash forecast · weekly maintenance
  • Monthly board pack template + delivery
  • Capital strategy & raise readiness
  • Exec partnership · weekly 1:1 with founder
What it excludes

Bookkeeping, AP/AR processing, payroll — we oversee, we don't replace.

When

Series A through Series C · $2M–50M revenue · founder ready to add senior finance discipline.

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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.

The Seat Delivers
  • Unit economics & contribution margin analysis
  • Channel & cohort profitability
  • Annual plan + quarterly reforecast
  • KPI infrastructure & dashboards
  • Department-level operating models
What it excludes

BI tool implementation — we work in your existing stack (Sheets, Looker, etc.).

When

Pre-Series A through Series B · finance overwhelmed · founder needs decision-grade data.

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III
Governance

Board & Investor Reporting

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

The Seat Delivers
  • Monthly board pack template + delivery
  • Quarterly investor update
  • KPI definitions + glossary
  • Audit-committee level oversight
  • Annual plan presentation + Q&A prep
What it excludes

Acting as Corporate Secretary — we report, we don't govern.

When

Companies adding their first institutional board member · audit-readiness · investor refresh.

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IV
Capital Events

Raise Readiness

Walking into the room with the deck, model, and data room investors expect.

The Seat Delivers
  • Financial story & narrative architecture
  • Investor model that survives diligence
  • Data room structure + index
  • Q&A war-gaming · committee prep
  • Term sheet review + negotiation support
What it excludes

Acting as your placement agent — we prep you for them, we don't replace them.

When

Series B/C/D · 6–12 months before close · founder + early-stage investors ready.

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V
Transactions

Transaction Readiness

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

The Seat Delivers
  • Process advisory — sell-side or buy-side
  • Coordination with bankers, lawyers, and counterparties
  • Diligence response playbook
  • Synergy & integration modeling
  • Working-capital negotiation support
  • Post-close finance integration plan
What it excludes

Investment banking, transaction legal advice — we coordinate with both.

When

Sell-side prep · buy-side diligence · earn-out structuring · integration finance.

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— Next

Not sure which seat? Start with a 30-min call.

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