Fractional CFO for PE-backed companies
PE-backed companies run to a different finance standard from day one of the hold. The sponsor expects a tight monthly reporting pack, the 100-day plan turns into a multi-year value-creation plan, EBITDA quality and cash conversion matter more than top-line growth, and bolt-on M&A and exit optionality sit on the same desk as the operating finance function.
We embed at the CFO level. We deliver the sponsor reporting pack, translate the value-creation plan into the operating model and track it monthly, manage debt and treasury actively, evaluate and integrate bolt-on acquisitions, and keep the equity story and data room sharp throughout the hold so the sponsor can launch an exit on its preferred timeline.
Why PE-backed companies need a fractional CFO
Hiring a full-time CFO is a huge (and costly!) decision, and most advisors stuck in the 90s do not understand how a private equity-stage business actually runs. We deliver actionable, no-BS advice tailored to your stage and the digital niche you operate in.
Value-creation plan modelled, owned and tracked
The investment committee bought into a specific value-creation thesis - pricing, cost programmes, segment expansion, geographic rollout. We translate the VCP into the operating model line by line, track milestones monthly, and feed the data the sponsor needs to defend the thesis internally and at LP meetings.
Sponsor-grade monthly reporting cadence
Every PE firm runs a specific reporting cadence - bookings, billings, EBITDA walk, working capital, headcount, KPI scorecard, VCP progress. We build a process that hits the pack on day five every month, in the format the operating partner expects, so the relationship runs on management commentary and decisions rather than on the sponsor chasing the numbers.
EBITDA quality, cash conversion and margin programmes
PE value creation lives on EBITDA growth and cash conversion, not on top-line. We focus the FP&A function on margin programmes, pricing discipline, working-capital efficiency and overhead leverage - and track the bridge from prior-year EBITDA to plan EBITDA with the precision the sponsor expects.
Active debt, covenant and treasury management
Leverage means covenants live in the foreground - net debt / EBITDA, interest cover, minimum liquidity. We model headroom monthly, flag a covenant pinch two quarters out, run lender conversations proactively, and manage cash and FX so the capital structure works for the business rather than against it.
Bolt-on M&A: targeting, modelling and integration
Bolt-ons are the lever in most PE theses. We build the longlist with the sponsor's deal team, model accretion at different multiples and synergy levels, sit on diligence, and run the post-close finance integration - chart of accounts, planning model, reporting cadence - so the bolt-on consolidates cleanly and the synergy case actually shows up in the numbers.
Exit-ready from day one of the hold
PE exits move fast once the window opens - secondary buyout, strategic sale, IPO. We keep the data room live, the equity story sharp and the management accounts in a shape that aligns with a QofE narrative - so when the sponsor decides to launch, the company is ready in weeks rather than months.
Different growth phase?
We provide fractional CFO services across pre-seed, seed, Series A, growth-stage and PE-backed companies.
Fractional CFO for pre-seed startups
At pre-seed we translate the founder vision into a credible model, define the unit economics and KPIs that matter, and set the company up so the seed round is a continuation of the operating rhythm rather than a scramble.
Learn moreFractional CFO for seed-stage startups
At seed we build the driver-based operating model, stand up the monthly FP&A cycle, put cohort and unit-economics tracking in place, and prepare the company for Series A diligence well ahead of the raise.
Learn moreFractional CFO for Series A startups
At Series A we build the institutional-grade model, segment the P&L for capital allocation, run the board-pack rhythm with proper variance analysis, and prepare the company for Series B at least 12 months ahead of the raise.
Learn moreFractional CFO for growth-stage startups
At growth stage we run segment-level FP&A across multiple entities, scale planning beyond spreadsheets, manage debt and treasury actively, and keep the company optionality-ready for Series C, growth equity or strategic M&A.
Learn moreWe provide fractional CFO services across the globe
Simple pricing
No hidden costs, no complicated long-term contracts. We understand how important flexibility is for startups.
Per month
- Accounting / FP&A tech stack implementation
- Monthly financial statements and reporting pack
- Quarterly board pack with detailed financial analysis (with variance analysis vs. budget, relevant KPI observations etc.)
- Investor-friendly output
Per month
- Everything in Core, plus
- Operating model (via an online platform like Runway or Excel-based)
- Ongoing model maintenance, refining projections, burn/runway management
- Customer cohorts modelling, churn and retention analysis
- LTV / CAC, unit economics analysis
- Cap table management
Per month
- Everything in Grow, plus
- M&A / fundraising support; review of business plan
- Pitch deck preparation
- Investor approach strategy / list building
- Due diligence support and deal negotiation
- Valuation as required and free access to Multiples Pro
Packages shown are illustrative, final pricing is tailored to client requirements.
Sector expertise
Explore our fractional CFO offering across a variety of tech sectors - relevant for PE-backed companies too.
Software
Vertical and horizontal SaaS, AI-native software products, infrastructure SaaS, cybersecurity
AI & ML
Foundation models, AI applications, AI infrastructure, semiconductors, AI consulting
Fintech
Neobanking, online payments, fintech infrastructure, lending platforms, wealth tech, online brokerage, vertical FS software
Consumer internet
Consumer software subscription platforms, edutech, online content, social networks, online dating
Digital media
Streaming platforms, mobile and console gaming, content distribution, digital publishing, VR & AR
E-commerce & marketplaces
Consumer and B2B marketplaces, inventory-based e-commerce, classifieds, lead generation platforms
Consumer products
Direct-to-consumer (D2C) brands, consumer electronics, smart home devices, lifestyle products
Mobility
Ridesharing, micromobility, food delivery, logistics tech, autonomous tech, EV charging infrastructure
Digital health
Digital therapeutics, telemedicine, mental health solutions, EHR and practice management, vertical healthcare SaaS
Industrial technology
Industry 4.0 solutions, 3D printing, climate tech, industrial IoT, robotics, smart manufacturing
Digital infrastructure
Data centers, cloud infrastructure, edge computing, network security, vertical infrastructure SaaS
IT services
Software development and testing, digital transformation, cloud services, advertising agencies, IT support services
Bring your FP&A to the digital age
The world runs on Excel, but we like to keep up with the times.
We can enhance your financial reporting by using leading SaaS providers across the entire finance stack.
Stripe
Xero
Causal
Quickbooks
Datarails
Mosaic
Excel
Google Sheets
Adyen
Abacus
Runway
NetSuite
Salesforce
Sage
Shopify
Cube
HubSpot
Snowflake
Recently completed fractional CFO projects
Selected fractional CFO engagements and prior CFO experience.
Got questions?
Schedule a call ordrop us an email to learn more about our CFO-as-a-service, capital raising and M&A advisory offering.
Talk to us
Schedule a call to get a health check on your business and see how we could help.
Fractional CFO
- Fractional CFO for Software
- Fractional CFO for AI & ML
- Fractional CFO for Fintech
- Fractional CFO for Consumer internet
- Fractional CFO for Digital media
- Fractional CFO for E-commerce & marketplaces
- Fractional CFO for Consumer products
- Fractional CFO for Mobility
- Fractional CFO for Digital health
- Fractional CFO for Industrial technology
- Fractional CFO for Digital infrastructure
- Fractional CFO for IT services
Stages
Countries
- UK Fractional CFO
- Ireland Fractional CFO
- France Fractional CFO
- Germany Fractional CFO
- Spain Fractional CFO
- Portugal Fractional CFO
- Italy Fractional CFO
- Netherlands Fractional CFO
- Belgium Fractional CFO
- Switzerland Fractional CFO
- Austria Fractional CFO
- Denmark Fractional CFO
- Sweden Fractional CFO
- Norway Fractional CFO
- Finland Fractional CFO
- Poland Fractional CFO
- Estonia Fractional CFO
- US Fractional CFO
- Canada Fractional CFO
- Mexico Fractional CFO
- Brazil Fractional CFO
- UAE Fractional CFO
- Australia Fractional CFO
Cities
- London Fractional CFO
- Dublin Fractional CFO
- Paris Fractional CFO
- Berlin Fractional CFO
- Madrid Fractional CFO
- Lisbon Fractional CFO
- Milan Fractional CFO
- Amsterdam Fractional CFO
- Brussels Fractional CFO
- Zurich Fractional CFO
- Vienna Fractional CFO
- Copenhagen Fractional CFO
- Stockholm Fractional CFO
- Oslo Fractional CFO
- Helsinki Fractional CFO
- Warsaw Fractional CFO
- Tallinn Fractional CFO
- New York Fractional CFO
- Toronto Fractional CFO
- Mexico City Fractional CFO
- São Paulo Fractional CFO
- Dubai Fractional CFO
- Sydney Fractional CFO