Fractional CFO for transportation & logistics software companies

Transportation and logistics software contracts mix subscription with per-shipment, per-load or per-vehicle pricing, brokerage take rate and sometimes embedded financing. Gross margin profiles vary sharply - pure software is high-margin, network and brokerage models are not - and presenting them as one business obscures both.

Working capital is often where surprises sit. When carrier or shipper payments flow through the platform, float, factoring and credit exposure show up materially and need explicit modelling. Take rate and volume durability are the metrics buyers lean on hardest.

Flow provides financial modelling, FP&A and fractional CFO advisory to transportation and logistics software companies across TMS and fleet management, freight brokerage and digital freight, warehouse and yard management, last-mile and parcel operations, and visibility and shipment tracking. We work as the outsourced startup CFO through growth, fundraising and sale processes.

Marcura
Hector
Testim
Panorays
Percepto
Brew
BetterQA
Voereir
TBô
Onlogist
Bonart
Cannadorf
Cannabis Innovation Center
Seagull Maritime
Moburst
Lemonade
Selina
BiomX
Dataprana
Radtonics
Marcura
Hector
Testim
Panorays
Percepto
Brew
BetterQA
Voereir
TBô
Onlogist
Bonart
Cannadorf
Cannabis Innovation Center
Seagull Maritime
Moburst
Lemonade
Selina
BiomX
Dataprana
Radtonics
Marcura
Hector
Testim
Panorays
Percepto
Brew
BetterQA
Voereir
TBô
Onlogist
Bonart
Cannadorf
Cannabis Innovation Center
Seagull Maritime
Moburst
Lemonade
Selina
BiomX
Dataprana
Radtonics

KPIs to track for "transportation & logistics software" startups

We're very 'KPI-driven' fractional CFOs, and we make sure to monitor the right metrics for your startup.

Subscription ARR

Transaction revenue

Loads / shipments

Take rate

Net retention

Active customers

Gross margin

Customer concentration

Working capital cycle

CAC payback

Financial modelling for "transportation & logistics software" startups

As fractional CFOs, we build KPI-driven financial models that are insightful and easy to maintain.

Financial modelling is both art and science - models must be robust, but also understandable, and useful for both internal planning and VC fundraising purposes. Hire a fractional CFO who knows how to handle both sides of the equation.

Subscription vs transaction revenue

Subscription ARR, per-shipment and per-load fees, brokerage take rate and embedded financing separated so the recurring economics aren't blended with network and brokerage margin. Presenting them as one business obscures both.

Take rate & volume durability

Network take rate modelled net of carrier and shipper rebates, with volume durability measured at customer cohort level. Buyers lean hardest on these two metrics - they need to be defensible line by line.

Working capital, float & factoring

Carrier and shipper payment flows modelled explicitly with float, factoring exposure and credit reserves on the books. When payments flow through the platform, working capital surprises are the biggest source of off-plan finance events.

Network customer concentration

Revenue concentration by shipper and carrier with cohort retention modelled at the network-participant level, because a single large shipper can move the take rate quarter on quarter. Diligence reads concentration first in this category.

Gross margin by revenue stream

Pure-software, network and brokerage gross margins reported separately, because each has materially different unit economics and pulling them together hides which line is funding the others. Buyers value each stream at very different multiples.

Cap table & SAFE stack

Pre/post-money cap table with SAFE conversions, option pool top-ups and waterfall scenarios under typical logistics and freight investor terms. Strategic carriers and shippers often invest with commercial commitments that affect later economics.

Recent fractional CFO track record

See our fractional CFO and financial modelling experience across transportation & logistics software and beyond.

Simple pricing

No hidden costs, no complicated long-term contracts. We understand how important flexibility is for transportation & logistics software startups.

Core£4,000

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
Grow£8,000

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
Pro£12,000

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.

Explore our fractional CFO offering for similar verticals

We're a specialized fractional CFO to software companies.

Our fractional CFO experience spans across all software verticals.

AI & MLFintechConsumer internetDigital mediaE-commerce & marketplacesConsumer productsMobilityDigital healthIndustrial technologyDigital infrastructureIT services

More services

We help you scale by providing fractional CFO advice, through fundraising and a successful M&A exit.

VC fundraising for transportation & logistics software companies

We help you prepare materials, reach out to investors in our extensive network, negotiate fair term sheets and structure the VC round.

Learn more

M&A for transportation & logistics software companies

We advise winning tech companies on M&A exits, and over the years successfully executed numerous transactions with both financial and strategic buyers.

Learn more

Talk to us

Schedule a call to get a health check on your business and see how we could help.

Fractional CFO

Stages

Countries

Cities

Sectors

© 2026 Flow Partners (London) Ltd. All rights reserved. Registered as a limited liability company in England and Wales (registered number 12969521).