Business Finance Boutique Advisory
For
Entrepreneurs
& Executives

Ideally, a CFO in Residence is a hands-on outsourced strategic advisor (mostly remote) with an entrepreneurial experience and mindset, blending more than 15 years of corporate experience as well as venture building. Named also Fractional CFO, he/she works with ventures and businesses on a part-time / on demand basis to improve their financial health, business model viability, growth plans, success prospects, and strategic projects. A Fractional CFO / CFO in Residence is NOT a bookkeeper nor the financial accountant, but a forward-looking strategic financial leader who can help you drive the financial performance of your organization. However, part of the services, a Fractional CFO can oversee and work closely with your outsourced/inhouse accounting resources and build on top of their critical work.

Our advisory services vary based on the company’s current needs and stage of growth. Founders and companies might seek Fractional CFO Services to help on areas including, but not limited to: Assessing and Producing Business Models Building financial models Identifying and driving value creation initiatives Developing financial business plans and budgets Supporting to create business strategies Creating and managing Forecast process Managing cash flow forecast Creating management dashboards, KPIs and reports Creating board of directors and investors’ reporting packs Analyzing financial performance Reviewing contracts (commercial / financial) Analyzing profitability and costs Reviewing and optimizing deals and services pricing Helping to assess new products, services, customer targets, and markets in terms of company capabilities and financial viability Supporting team formation and building capabilities Financial leadership coaching and mentoring Overseeing audit engagements Reviewing processes, establishing policies and procedures, and selecting financial systems Discussing and advising on the overall financial performance and recommending corrective actions to align with strategic objectives Overseeing and conducting financial due diligence and supporting M&A transactions Advising on finance and business transformation initiatives Ad hoc special projects as requested by investors and board of directors We are not advising at this stage on debt raising, tax planning and insurance matters (Out of Scope).

Simply, a fit for purpose and affordable financial expertise on your side. Every venture reaches a point when they need external expert financial management advice and support for their company’s financial activities. This need can arise because of business growth activities or business transformation initiatives. Either way, Fractional CFO Services provide a lean, affordable pricing model that lets you pay for the limited work to be done, without worrying about the high cost of salary or benefits of a full-time CFO.

There is always room in any business for an outside financial perspective. Businesses of different scales can benefit from CFO Fractional services. Even if they have a full time CFO. Startups can use CFO in Residence Services to plan a viable business model, growth path and raise funding. Medium business and bigger enterprises can also use Fractional CFO Services during major transformations or simply to outsource overflow of certain tasks of existing CFO.

We designed our service with founders in mind. On a case-by-case basis, we are happy to negotiate fees to be partially in equity.

We are passionate about helping ambitious entrepreneurs and innovation driven C-suite, and increasing their success rates of building digital start-ups. ​ From different global research done on startups’ failure reasons, we believe that they are all rooted after all to the lack of properly addressing the "right challenges" with the "right products" that " consumers really needed". ​ Many founders, especially first-time founders, lack a structured agile approach to the different venture building steps which aims to produce hopefully a market fit product and a sustainable business model, whilst saving a lot of the wasted time, energy and resources before it is too late. These venture building frameworks are what differentiates venture studios today, and our advisory in this area will hopefully help you navigate the innovation and entrepreneurial journey better all the way from ideation to launching the venture.