Raise on your numbers, not your charm.
A round is usually decided before the pitch, by whether the company can answer the questions that follow. Answering those questions comes down to preparation, and preparation can be done.
Why rounds stall
The same few things slow a raise down or kill it:
The model breaks under one changed assumption
It holds until an investor tweaks a number, and then nobody can say what happens.
The data room is built during diligence
That tells an investor exactly how the company is run.
The story and the numbers disagree
The deck promises one trajectory and the financials show another. A good investor finds the gap first.
Out-of-town money wants a local operator
Funds from New York or the coast like to see someone on the ground who owns the numbers and the follow-up.
A fractional CFO with raising experience takes the whole process off the founder: the model, the investor pack, the data room, diligence, and whatever questions come next. The company keeps running while the founder is in the meetings.
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 finance lead for the round and after it
Investors across the Southeast read the numbers closely. We match a finance lead who can carry those conversations, and we keep structure around the work.
With you through the round
We review progress with you and the CFO as the round moves, and raise problems before an investor finds them.
A collective behind the model
Your finance lead can ask any of our 800+ operators. A valuation problem that proves to be a pricing problem reaches someone who has solved one.
The round keeps its thread
We keep the brief and the round's history together. If your executive cannot continue, the next search starts from both and we handle the handover.
Steady under questioning
Investor meetings test nerve as much as numbers. We pick a finance lead whose temperament holds up under questioning.
From gap to investor-ready
Calibrated to your round timeline.
Fundraise assessment
We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.
CFO deployment
Your matched Fractional CFO is embedded within two weeks and begins building investor-grade infrastructure.
Fundraise preparation
Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.
Round support and post-close
Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.
Before, during and after the round
What a fractional CFO owns at each stage of a raise.
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.
Executives who have raised alongside
