Looking for a CFO? Free Introduction within 2 Working Days
Get MatchedLooking for a CFO? Free Introduction within 2 Working Days
Get MatchedFOR REAL ESTATE COMPANIES AND INVESTORS
Raise capital with clarity, not guesswork. We help businesses prepare for fundraising, align financials with investor expectations, and build a capital strategy that supports long-term growth.
Fundraising usually slows down when the numbers don’t hold up under questions.
The story might be clear, but when investors start digging into margins, hiring plans, or cash needs, gaps show up quickly.
Preparation is where most of the work is. Before outreach, the business needs a clear view of how much capital it needs, what it will be used for, and what outcomes it’s expected to deliver.
Investor selection matters just as much. The wrong fit — on stage, expectations, or risk — leads to long cycles with no traction.
A CFO brings structure to this process. Models are built around how the business actually runs, not how it looks in a deck.
From there, capital planning becomes more deliberate — how much to raise, when to raise it, and how it supports the next phase of growth.
Build models tied to real operating drivers, including revenue, costs, and timing assumptions.
Define how much to raise, when to raise it, and how capital supports business milestones.
Focus on investors aligned with your stage, model, and expectations to improve traction.
Align the story with the numbers so the narrative holds up under investor questions.
Prepare financials, documentation, and supporting data for a smooth investor review process.
Evaluate dilution, funding options, and trade-offs to understand long-term impact.
Three steps. Two minutes. Zero guesswork.
Answer a few quick questions about your business, challenges, and goals – takes less than 2 minutes.
We connect you with qualified CFOs experienced in your industry and ready to support your specific needs.
Speak with up to five CFOs, compare perspectives, and select the right fit for your business.
Real Experience. Hundreds of Millions Raised.
Industries: SaaS / Technology · Ecommerce · Healthcare · Real Estate / Construction · Alternative Assets · Retail · Life Sciences
Fractional CFO with 30+ years across Wall Street and operating leadership, including leading a $2B regulated broker-dealer. Deep experience in capital formation ($1B+ raised), financial modeling, working capital discipline, KPI architecture, and board-level decision support. Builds scalable financial infrastructure and translates data into strategic action.
Industries: SaaS / Technology · Ecommerce · Healthcare · Professional Services · Real Estate / Construction
Accomplished finance leader with 25+ years driving financial strategy, operations, and growth across private and public tech companies worldwide. 15+ years as a Fractional CFO supporting VC-backed startups and scaling SaaS businesses globally. Helped raise over $500M in equity, built finance teams from scratch, led M&A, and developed systems and reporting infrastructure needed to scale responsibly and efficiently.
Industries: SaaS / Technology · Healthcare · Ecommerce · Professional Services · Nonprofit · Insurance · Retail · CPG · Real Estate / Construction
Fractional CFO with 15+ years of experience helping companies improve financial performance, strengthen cash flow, and scale operations. Works with businesses across industries, supports leadership with forecasting, KPI reporting, fundraising, and M&A readiness. Has held senior finance roles at CVS Health and Penn State Health, working with multi-billion-dollar budgets and complex operations.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Distribution · Life Sciences
CFO and strategic finance leader with 15+ years of experience driving growth, improving cash flow, and building scalable financial infrastructure in private equity-backed and service-based organizations. Known for translating financial data into clear decisions, strengthening operations, and partnering with leadership to drive performance and long-term value.
Industries: SaaS / Technology · Ecommerce · Manufacturing · Healthcare · Professional Services · Real Estate / Construction · Retail · Nonprofit · Life Sciences · CPG
CPA with 25+ years of experience providing fractional CFO services to small businesses across a wide range of industries. His team delivers fractional CFO, controller, tax, and project services, as well as custom database development and financial modeling tools. Approach centers on meeting with each client to assess financial pain points and opportunities, then building a custom engagement to address them.
Industries: Ecommerce · Manufacturing · Professional Services · Distribution · Import / Export
Fractional CFO with 20+ years of cross-industry experience supporting businesses from early stage through growth and exit. Works with owners and leadership teams to strengthen cash flow, build scalable financial infrastructure, and navigate capital decisions across complex structures. Focused on translating financial data into clear, actionable decisions that drive sustainable growth and protect long-term value.
Industries: SaaS / Technology · Manufacturing · Healthcare · Professional Services · Real Estate / Construction
Brandon’s mission is to help middle-market companies and PE-backed organizations scale by integrating financial discipline, operational excellence, and leadership alignment. Focused on unlocking liquidity, building scalable financial architecture, optimizing working capital, and driving measurable enterprise value, especially in complex environments.
Industries: Real Estate · Construction · Hospitality · Asset Management · Family Office · Property Management
Seasoned finance executive with over 15 years of experience leading financial strategy, operations, and investment oversight across complex real estate portfolios, development platforms, and family offices.
Before moving into principal-side roles, spent nearly a decade in Big 4 and mid-market advisory with KPMG, RSM, and BDO, conducting due diligence for multibillion-dollar real estate and private equity transactions. Holds a Master of Professional Studies in Real Estate from Georgetown University.
Industries: Manufacturing · Professional Services · Distribution
Fractional CFO helping growth-stage and PE-backed companies turn financial complexity into a competitive advantage. Former Director of Corporate Finance at a $500M PE-backed manufacturing firm, where he co-led a successful exit delivering 3.5x returns. Brings institutional-quality finance to businesses that need strategic firepower without the full-time cost. Specialties include financial modeling, cash flow optimization, and investor reporting.
Industries: Manufacturing · Healthcare · Professional Services · Nonprofit · Life Sciences
A Fractional CFO with 15+ years of experience helping small and mid-sized manufacturing companies improve cash flow, reduce costs, and build scalable financial systems. Brings clarity, discipline, and strategic insight to drive performance, strengthen financial controls, and support sustainable, long-term growth. Partners closely with business owners and leadership teams to ignite their next stage of growth.
Industries: SaaS / Technology · Healthcare · Professional Services · Alternative Assets · Retail · Nonprofit
Works with growing businesses that need financial guidance but not a full-time CFO, helping owners understand their numbers, plan for growth, and build financial systems that support long-term success. Offers fractional CFO support tailored to each stage, including cash flow forecasting, financial modeling, budgeting, KPI tracking, and strategic advisory.
Fundraising tends to drift when there’s no clear structure behind it.
Conversations start before the process is defined – outreach begins, materials shift midstream, and the capital ask keeps moving.
A part-time CFO who supports fundraising process, brings order to that. The sequence gets defined early – what needs to be built, what needs to be answered, and what needs to stay consistent.
This becomes more important as decisions stack up. Hiring, expansion, and burn aren’t isolated – they shape the raise and how investors evaluate it.
With the right structure in place, the process runs with more control, often supported through fundraising advisory, where financial leadership keeps the process consistent from start to finish.
Investors track details across conversations. Small changes in assumptions or messaging don’t go unnoticed.
A CFO keeps that consistency in place. Projections, margins, and capital use stay aligned, even as questions get more specific.
The pressure usually builds during diligence. Numbers are revisited, timelines get challenged, and earlier statements are compared against current answers.
After the raise, that same discipline carries forward. Reporting, performance tracking, and investor communication need to reflect what was presented.
Through the US Fractional CFO Alliance, companies gain access to CFOs who understand capital – not just how to raise it, but how to manage it once it’s in the business.
Fundraising decisions don’t sit on their own. They shape how the business operates over the next phase.
The amount raised influences hiring pace and cost structure. Too much capital too early can create pressure to scale before the model is ready. Too little can slow execution at the wrong time.
Timing matters just as much. Raising before key metrics are clear can lead to weaker positioning. Waiting too long can limit options.
Structure also carries long-term impact. Equity, debt, and dilution affect control, flexibility, and future rounds.
A CFO brings visibility to these trade-offs before decisions are locked in – so capital supports the business, instead of forcing it into a direction it wasn’t built for.
A CFO prepares the business before investor conversations begin. They build financial models, align projections with reality, and ensure the company can clearly explain how capital will be used.
Yes. Many companies use a part-time CFO during fundraising to bring structure without hiring full-time. This allows founders to prepare properly while keeping costs controlled.
Fundraising typically moves from preparation to outreach, then due diligence and closing. The preparation stage is where most issues are either fixed or exposed.
Fundraising support for startup companies helps structure the process so it’s not reactive. It ensures the financial story is consistent and investor conversations are grounded in real numbers.
The structure stays consistent, but expectations change. Capital intensity, margins, and growth timelines differ, so the approach must reflect how the business actually operates.
It depends on how the business generates cash and how much flexibility it needs. Equity reduces pressure on cash flow but dilutes ownership. Debt preserves ownership but adds repayment risk. A CFO helps evaluate what the business can realistically support and how each option affects future decisions.
Yes, but not in the way most people think. It’s less about the label and more about understanding the business model. A CFO who has worked with similar revenue patterns, margins, and capital needs can anticipate investor questions and avoid mismatches in expectations. Without that, the process tends to slow down in later-stage conversations.
At earlier stages, the focus is on potential and direction. The numbers are lighter, and the story carries more weight.
As the business moves into seed and beyond, expectations shift. Investors start looking for consistency in the model, clearer unit economics, and a more defined use of capital.
By later stages, the conversation is much more about performance — how efficiently capital is used, how predictable growth is, and how the business scales.
A CFO helps adjust the level of detail and rigor at each stage, so the business is prepared for the type of scrutiny it will face.