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Service Area

Finance

Fractional CFO services for FinTechs, InsurTechs, and growth-stage companies. Finance leadership from former tier-one investment bank and Big 4 executives.

Typical Engagement
2-4 days/week
Industries
FinTech, InsurTech, SaaS
Company Stage
Seed to Series C+
Our Team Comes From
Tier-one banks, Big 4, PE/VC

What We Deliver

CFO-level expertise across the full spectrum of financial leadership.

Financial Strategy & Planning

Financial models, forecasts, KPI dashboards, budgeting, and cash flow management to drive informed decisions.

Financial Operations

Oversee accounting, month-end close, auditor relationships, and implement financial systems and controls.

Investor Relations

Board materials, investor communications, cap table management, and complex financing structures.

Transaction Support

Data rooms, valuation frameworks, due diligence support, and financial restructuring.

Team Building

Build and mentor finance teams, establish processes, and create scalable organizational structures.

Compliance & Controls

Financial controls, compliance procedures, and audit preparation for regulated environments.

Ideal For Companies That

Need sophisticated financial modeling and forecasting
Want to professionalize their finance function
Are preparing for due diligence or an exit
Need board-level financial leadership
Require interim CFO coverage during transitions

The Strategic Factor Difference

Hands-on Execution

Real work, not just advice. We roll up our sleeves and deliver results.

Network Access

Connections to auditors, banks, and service providers who move fast.

Flexible Engagement

Scale up or down as your needs evolve, from a few hours to multiple days per week.

Industry Expertise

Deep experience in FinTech, InsurTech, and financial services.

Ready to Get Started?

Tell us about your finance needs and we'll match you with the right operator.

Request Consultation