Not Accepting New Retainer Clients

Your Capital.
Our Research.
Founder-Ready Financials.

Fractional CFO advisory for tech founders between $500K and $20M ARR. We build research-grade FP&A that gives you capital clarity, investor-grade reporting, and the financial intelligence to make decisions with confidence.

Since
2024
Track Record
$900M+
Founders Partnered
50+
Creativity, leadership, adaptability. A true asset to any team. · Royal Caviar Club · CFO & Director Imran is a rockstar. Mastered our complex financial model, delivered with precision. · Italo Mendonca · Ex-Investment Banker, BoA (Merrill Lynch) Tailored equity buy-in and merger model. We now have a clear path forward. · Justin Scott · Pure Dental Health Precise financial models, insightful recommendations. Professionalism exceeded expectations. · Joseph Chen · UHG Business Consulting Creativity, leadership, adaptability. A true asset to any team. · Royal Caviar Club · CFO & Director Imran is a rockstar. Mastered our complex financial model, delivered with precision. · Italo Mendonca · Ex-Investment Banker, BoA (Merrill Lynch) Tailored equity buy-in and merger model. We now have a clear path forward. · Justin Scott · Pure Dental Health Precise financial models, insightful recommendations. Professionalism exceeded expectations. · Joseph Chen · UHG Business Consulting
Operating principles

Four principles. Every engagement.

Not aspirational values on a wall. Operating standards we are held to by every client, every conversation.

01

Research-Driven

Every number has a source. Every forecast has a methodology. No vibes-based finance. Documented assumptions you can interrogate.

02

Capital-Aware

Every decision viewed through capital efficiency: how money enters, moves through, and exits the business. We don't report cash flow. We optimise it.

03

Founder-First

Built for founders, not boards. Plain language. Direct access to the MD. No junior analysts in between, no filtered reporting.

04

Depth Over Volume

12 clients maximum. Multi-month engagements. Continuity of context across every conversation. Capacity, by design.

How we solve it

The challenges you are navigating right now.

Six problems every engagement is built around solving. Not reports that sit in a drawer. Financial intelligence that moves the business forward.

Financials that confuse, not clarify.
Research-grade models with documented assumptions. You'll understand every number and why it matters. No black boxes.
Capital bleeding without visibility.
Burn rate analysis, working capital optimisation, and cash flow forecasting that extends your runway by months, not weeks.
No CFO, no budget for one.
Fractional CFO partnership from $1,500 to $4,500 per month. Direct access to the MD, not a junior analyst passing messages.
Investor-grade reporting required.
Investor-ready data rooms, KPI packs, and scenario analysis. The reports investors expect, prepared before the question is asked.
Margin under pressure, profitability unclear.
Cohort-attributed unit economics: CAC, LTV, gross margin, ARR/MRR. Connected to decisions, not dashboards.
Deciding on instinct, not evidence.
Three-scenario forecasting: base, upside, stress. So every major decision is informed by what the numbers actually say.
From bookkeeping to research-grade

What founders actually see after 90 days.

A typical client's P&L view, before and after. Same numbers. Different intelligence.

Before · Bookkeeper output

P&L · Q2 2026

Revenue$960,000
Cost of services$340,000
Sales & marketing$220,000
G&A$180,000
Other$60,000
Net$160,000
After · Research-grade view

Capital · Q2 2026

ARR cohort$3.84M
Gross margin74.2%
CAC payback9.4 mo
Net revenue retention112%
Burn multiple1.42x
Runway · base18.2 mo
Capital efficiencyStable
Runway calculator

How long does your cash actually last?

A simplified version of the model we use with founders. Drag the sliders. The runway updates live.

Your inputs

Estimated runway
18.2months
Watch · 12–18 mo
Condition
Stable
Time to break-even
17 mo
What you can expect

The outcome pattern by business type.

Not a single client to replicate. The compounding effect of research-grade FP&A and capital-aware decisions, across the founder-led businesses we work with most.

If you are a SaaS founder, here is the expectation.

BUSINESS TYPE
B2B SaaS
STAGE
$1M–$10M ARR
HORIZON
6 months
Capital efficiency · 6-month engagement
+92% ARR ▲ on capital-efficient growth
Research-Grade Model

Stress-test your
capital position in one sitting.

The same model we use with founders. Sent within one business day. No CRM follow-up sequence.

The deliverable

The model bookkeepers cannot build.

Documented assumptions. Cohort-attributed unit economics. Three scenarios. A capital efficiency view that surfaces the gaps a P&L will not.

  • Base, upside, and stress scenarios with linked drivers
  • Cohort-attributed CAC, LTV, gross margin, payback
  • Working capital and cash conversion stress test
  • Investor-grade KPI dashboard, ready to send
RESEARCH-GRADE v1.4

Capital Position · Stress Test

FOUNDER · Q2 2026
ARR$3.84M
Net burn$84K / mo
Runway · base18.2 mo
Runway · stress12.6 mo
Capital eff. ratio1.42x
CAC payback9.4 mo
Gross margin · Q274.2%
Discovery Call · 45 minutes

Capital Clarity. Research-Driven Decisions.
Built for Founders.

45 minutes. No deck. We listen, ask the right questions, and tell you whether what you need is fractional CFO partnership, a one-off model, or just a better next move with the team you have.