CFO & Advisory · Bespoke daily rates
Fractional CFO and advisory for growth-stage technology companies.
Five connected services: fractional CFO retainers, Quality of Earnings, fundraising support, investor deck preparation, and pitch coaching.
Bespoke
Daily rate · scoped per engagement
All advisory engagements are priced to scope: deliverables, timeline, and budget agreed in writing before any work begins. No surprises, no scope creep.
Discovery call: 45 minutes, no obligation
Scope note: written deliverables + budget
Engagement letter: signed both sides before work begins
Fractional CFOQuality of EarningsFundraising supportInvestor deck preparationPitch coachingBoard reportingTerm-sheet reviewEBITDA normalisationFractional CFOQuality of EarningsFundraising supportInvestor deck preparationPitch coachingBoard reportingTerm-sheet reviewEBITDA normalisation
Five connected services
Each engagement scoped independently: pick the one you need.
Or combine across the journey from fundraise to QoE to fractional retainer. Each is priced to scope; none requires a standing retainer to access.
01 · Monthly retainer
Fractional CFO
Financial leadership without a full-time hire
Embedded financial leadership for companies that need CFO-grade thinking but aren't ready to hire one full-time. Board reporting, investor relations, FP&A oversight, treasury, audit liaison.
Monthly board pack with variance commentary
Investor update drafting and review
FP&A oversight and management team forecast review
Cash and treasury governance
Audit and statutory reporting liaison
02 · Per transaction
Quality of Earnings
Buy-side or sell-side: defensible normalised EBITDA
Independent QoE for transactions. Normalisation adjustments, working-capital analysis, EBITDA bridge: built to survive scrutiny from the other side's adviser.
Normalisation adjustments with audit trail
Working-capital schedule and target setting
EBITDA bridge from reported to adjusted
Customer and supplier concentration analysis
QoE memorandum for circulation to advisers
03 · Per engagement
Fundraising support
Capital strategy, investor list, term-sheet review
End-to-end fundraising support short of running the round itself. Capital strategy, investor list curation, term-sheet review, negotiation support.
Capital strategy memorandum
Curated investor target list with warm-intro routing
Term-sheet review with redline and commentary
Negotiation support through to signing
04 · Per engagement
Investor deck preparation
Financial section + narrative, built alongside the founder
Focused on the financial section and the narrative around it. We work alongside the founder; your story stays yours, the numbers carry weight.
Financial summary slides: historics, forecast, unit economics
Use-of-funds and milestones bridge
Narrative review across the full deck
Appendix structure for the data room
05 · Per session
Fundraise pitching
Pitch coaching, dry-run sessions, Q&A prep
Pitch coaching for the financial portion of investor meetings. Dry-run sessions, Q&A prep covering the questions an investor's financial DD will actually ask.
Pitch coaching sessions ahead of investor meetings
Dry-run with structured feedback
Q&A bank covering financial and commercial DD topics
Post-meeting debrief and iteration
Engagement model
Scope, fees and deliverables agreed in writing first.
01
Discovery call
30 to 45 minutes: understand the business, the immediate need, and whether we're the right fit.
02
Scope note
Written scoping note covering deliverables, timeline, working pattern, and named-individual involvement.
03
Proposal
Bespoke proposal with day-rate and total budget, capped where the engagement is fixed-scope.
04
Engagement letter
Engagement letter signed both sides. Work begins. Billing cadence agreed up front.
45 minutes, no obligation. We'll tell you up front whether this is something we can help with, and if not, who can. All engagements come with a named ACCA-qualified consultant, not a white-label team.
Start with a discovery call.
45 minutes, no obligation. Scope, fees and deliverables agreed in writing before any work begins.