Strategic Finance - FAQs

What is a fractional CFO?

A fractional CFO is a senior finance professional who works with your business on a part-time basis - typically one to two days per week - providing CFO-level input without the cost of a full-time hire. We handle the financial infrastructure, reporting, and strategic finance work that a full-time CFO would, scaled to what your business actually needs at this stage.

​

​

How much time does a fractional CFO engagement typically involve?

It varies depending on your needs. Most of our engagements run at 0.5–1 day per week, though we can flex up during busy periods - for example, ahead of a board meeting or when preparing for a fundraise.

​

​

At what stage does a fractional CFO make sense?

Typically post-seed or Series A - when the business has outgrown founder-led finance but isn't ready to justify a full-time CFO hire. It's also common for companies between rounds who want to stay investor-ready without carrying a full-time senior finance cost.

​

​

What's included in investor reporting support?

We help you structure and produce regular investor updates, board packs, and any ad hoc reporting your investors request. We make sure communications are clear, professional, and sent consistently - so your investors always feel informed and engaged.

​

​

Do you help with board pack preparation?

Yes - board pack preparation is one of the most common workstreams we support. We help structure the content, produce the materials, and ensure the narrative is clear and consistent with your financial performance.

​

​

What does data room management involve?

We design the folder structure, organise and name documents consistently, manage access and permissions, and maintain the data room throughout a live fundraising or transaction process.

We also offer a free Data Room Checklist - request it here

​

​

What is commercial due diligence and when do I need it?

Commercial due diligence is an independent assessment of your market position - covering market sizing, competitive landscape, GTM approach, and customer segmentation. Founders typically commission it ahead of a fundraise to ensure their market narrative is credible and investor-ready. Investors commission it to independently validate a target company's commercial position.

​

​

Can you support us across multiple workstreams at the same time?

Yes - many of our clients engage us across several workstreams simultaneously. For example, a company preparing for a fundraise might work with us on financial modelling, data room build-out, investor reporting, and commercial due diligence at the same time.

​​

​

How long do engagements typically run?

Fractional CFO and investor reporting retainers typically run on a rolling monthly basis. Project-based work - such as data room builds or commercial due diligence - is scoped and priced per project.

​

 

Still have questions? Get in touch →