Institutional-Grade
Treasury Intelligence
For Modern Enterprises

A Fractional CFO provides senior financial leadership on a part-time or project basis, giving you access to C-suite expertise without the cost of a full-time hire. It's ideal for companies generating $2M–$50M in revenue that need strategic financial guidance, investor-ready reporting, or treasury infrastructure but aren't yet at the scale to justify a full-time CFO salary. We typically engage at 10–20 hours per month, scaling up during critical periods such as fundraising or M&A.

Accounting and bookkeeping are backward-looking — they record what happened. Treasury management is forward-looking — it optimizes how your capital is structured, deployed, and protected going forward. We focus on cash positioning, yield optimization, risk hedging, banking relationships, and liquidity forecasting. We work alongside your existing accounting team, not in place of them.

Our sweet spot is companies with $5M–$500M in annual revenue, though we have advised both earlier-stage companies preparing for institutional fundraising and larger enterprises undergoing treasury transformation. The key criterion is not revenue size but complexity — companies managing multi-currency operations, significant cash balances, debt facilities, or preparing for a liquidity event are typically the best fit.

Most clients see tangible improvements within the first 60–90 days. Quick wins often include yield enhancement on idle cash, identification of unnecessary banking fees, and improved cash flow visibility. Strategic initiatives such as capital structure optimization or hedging program implementation typically deliver results on a 3–6 month horizon. We establish clear KPIs at the outset of every engagement so progress is measurable and transparent.

Absolutely — in fact, most of our engagements are collaborative. We integrate with your existing CFO, Controller, or finance team and provide specialist treasury expertise that complements their capabilities. We are not a replacement for your internal team; we are a force multiplier. Our goal is always to build internal capability so that our clients become increasingly self-sufficient over time.

We have deep experience across technology (SaaS, fintech, deep tech), manufacturing, real estate, professional services, healthcare, and logistics. Treasury fundamentals are universal, but sector-specific nuances — such as revenue recognition patterns, regulatory requirements, or typical capital structures — matter significantly. We bring both cross-sector perspective and industry-specific depth to every engagement.

All engagements are governed by a comprehensive Non-Disclosure Agreement from day one. We operate under strict data handling protocols and do not share client information across engagements. For clients requiring enhanced security, we can accommodate air-gapped data environments and custom data governance frameworks. Our team members are individually bound by confidentiality obligations that survive the end of any engagement.

We begin with a complimentary 30-minute discovery call to understand your situation and objectives. If there's a mutual fit, we conduct a paid 2-week diagnostic assessment that produces a detailed findings report and prioritized recommendations. From there, we propose an engagement structure — typically a monthly retainer with defined deliverables — and can be fully operational within 30 days of signing. There are no long-term lock-ins; we operate on rolling 90-day terms.