Fractional Executive Search

Raise on the numbers, whoever is writing the cheque.

In Miami the money can come from a family office, a Latin American investor or a fund in New York. Each reads a company differently, and each decides on the second and third question.

A senior finance executive composed at a boardroom table in low evening light
The situation

Why rounds stall

The same few problems slow a process down or end it:

01

One model for three kinds of investor

A family office wants stability, a fund wants growth and a strategic wants fit. The deck says the same thing to all three.

02

The data room appears during diligence

It tells the other side how the company is run.

03

Cross-border structure is untidy

Holding companies, currencies and investors in different jurisdictions turn into questions that delay a close.

04

No one owns the process

The founder is running the raise and the company together, and both slip.

A fractional CFO who has raised before runs the process for you: model, pack, data room, diligence and answers to questions not yet raised, adjusted to the investor across the table.

Is it the right fit?

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
A quiet meeting room at dusk, two chairs across a table, the city skyline beyond

Investor-ready, before the first meeting.

Why founders raise with us here

A finance lead for investors near and far

Raising from family offices, local funds and investors abroad means answering different questions. We match a finance lead who can, and keep governance around the work.

1 monthNotice, either way
800+Curated and vetted executives
2–3 weeksBrief to deployment
30–60%Less than a full-time hire, on our engagements

Reviews through the round

We meet you and the executive as the round progresses and raise problems before an investor finds them.

A collective for diligence

Every raise we support has 800+ operators behind the finance lead. A modelling question that is really about the currency finds someone who has answered it.

The round keeps its context

We keep your brief with the round's history. If your executive cannot continue, our replacement search begins there and we run the changeover.

Calm with any investor

A founder mid-raise needs a steady partner whom a family office and a fund will both trust. Temperament is part of the match.

How it works

From gap to investor-ready

Calibrated to your round timeline.

01

Fundraise assessment

We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.

02

CFO deployment

Your matched Fractional CFO is embedded within two to three weeks and begins building investor-grade infrastructure.

03

Fundraise preparation

Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.

04

Round support and post-close

Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.

The round, end to end

Before, during and after the round

What a fractional CFO owns at each stage of a raise.

Stage
What the CFO owns
StageBefore
What the CFO ownsFinancial model, data room and governance in order
StageDuring
What the CFO ownsInvestor questions, diligence and the financial story
StageAfter
What the CFO ownsBoard reporting, milestone tracking and cash discipline
Our fractional services

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.

Proven leadership

Executives who have raised alongside

Sequoia
Andreessen Horowitz
Goldman Sachs
JPMorgan
Morgan Stanley
Index Ventures
Accel
Balderton
Common questions

The questions buyers ask first

Before the first meeting, ideally by a good margin. Most of the value lies in preparation, and a CFO who arrives mid-diligence can only react.

No. You pay a retainer for executive time, company to company. Brokering is not our business and we take nothing from the raise.

Where an introduction is genuinely useful, yes. The value here is readiness. A contact list does not fund a weak data room.

Related

Other moments we cover

Get started

Raise with a credible finance leader in the room.

Tell us where the round stands. We will assess the model, data room and governance, then match a fractional CFO who has raised before, embedded within weeks.

Get investor-ready