Building Dashboards for PE Investors: Fractional CFO Templates
Every PE-backed business ends up needing investor-grade financial reporting — a dashboard sponsors trust, built on the metrics they actually scrutinise rather than a generic BI template. The person usually responsible for building it is the fractional or portfolio CFO. What’s less obvious going into …
How Fractional FDs Help PE Firms Avoid Financial Pitfalls
How Fractional FDs Help PE Firms Avoid Financial Pitfalls Introduction to Fractional FDs and Private Equity Firms Overview of Fractional Finance Directors (FDs) Fractional Finance Directors (FDs) are experienced financial professionals who offer their expertise to businesses on a part-time or contract basis. Unlike full-time …
Private Equity Compliance and Reporting Simplified by a Fractional FD
When a private equity investor takes a stake in a business, the reporting burden changes immediately and substantially. Monthly accounts that were adequate for a bank now need to arrive within days of month end, reconcile to an agreed value-creation plan, and withstand questioning from …
Fractional FD’s Role in Transforming Portfolio Companies
Fractional FD’s Role in Transforming Portfolio Companies Understanding the Concept of Fractional Finance Directors (FDs) Defining Fractional Finance Directors Fractional Finance Directors (FDs) are experienced financial professionals who offer their expertise to companies on a part-time or contract basis. Unlike full-time finance directors, fractional FDs …
Fintech Startups and Fractional FDs: A Match for Growth
Fintech Startups and Fractional FDs: A Match for Growth Introduction to Fintech Startups and Fractional FDs Understanding Fintech Startups Fintech, a portmanteau of “financial technology,” refers to the integration of technology into offerings by financial services companies to improve their use and delivery to consumers. …
Tech Product Pricing Strategy: A Fractional FD’s Tactical Approach
Tech Product Pricing Strategy: A Fractional FD’s Tactical Approach Introduction to Tech Product Pricing Strategy Understanding the Importance of Pricing Strategy Pricing strategy is a critical component of a tech product’s success. It not only affects the revenue and profitability of a company but also …
The Role of a Fractional CFO in Tech M&A Readiness
The Role of a Fractional CFO in Tech M&A Readiness Introduction to Tech M&A and the Need for Financial Expertise Understanding Tech M&A Tech mergers and acquisitions (M&A) are strategic moves where technology companies buy, merge with, or acquire other companies to enhance their capabilities, …
Navigating Cash Burn in SaaS: The Fractional CFO’s Playbook
Navigating Cash Burn in SaaS: The Fractional CFO’s Playbook Understanding Cash Burn in SaaS Defining Cash Burn Cash burn refers to the rate at which a company uses up its cash reserves or capital. In the context of Software as a Service (SaaS) companies, cash …
How to Measure the Real Impact of NEDs
How to Measure the Real Impact of NEDs Introduction to Non-Executive Directors (NEDs) and Their Role Definition and Overview of NEDs Non-Executive Directors (NEDs) are members of a company’s board of directors who do not engage in the day-to-day management of the organization. Unlike executive …
The Role of Finance in Scaling Direct-to-Consumer Brands
Direct-to-consumer brands have a genuinely different cash profile to most other scaling businesses, and generic startup finance advice tends to miss the specific thing that actually breaks DTC companies: cash gets tied up in inventory well before it comes back in as revenue, and unlike …
Accredited Member of GBC
Accredited Member of LWF
Carbon Offset via TreeNation
