For Advisory & VCFO Practices
Win the work. We deliver it.
A white-label delivery pod for advisory and Virtual-CFO practices – under your brand, your review, your sign-off.
The bind
Every model, close and board pack runs through you.
The board pack gets written at midnight – yours.
A senior hire per client doesn’t pencil.
An all-you practice can’t be stepped back from – or sold.
Stay senior. Stop being the back office.
Every engagement is bounded by your own hours.
You stay the judgement your clients hired; the pod carries the hours.
Delivery stack
Price it against the revenue you turned away.
The revenue you declined last quarter was the pod’s cost. This is capacity you couldn’t otherwise buy at any price – the alternative was the engagement you turned down.
Below a comparable tier-1 US hire.
Fast where it can be. Deliberate where it must be.
Project work
A raise model, an ERP selection, a restructuring – scoped and taken up directly by the founding partners. Fixed fee where the scope is clear, hourly where it isn’t. While the founding cohort is small, it’s the partners’ own time you’re buying.
Recurring pod
Your recurring client delivery runs on a dedicated pod, recruited to your brief – you approve who leads it. We hire employed, in-demand professionals, and the same people work your clients every cycle, so nobody re-learns their business each quarter.
Proof
Hospital Virtual CFO seat
A tertiary eye hospital – monthly close, board reporting, ICFR, running today.
Ongoing
The ~$2.5M-raise model
A five-year, three-statement model across ~450 assumptions behind a live healthcare-technology raise.
A multi-partner group, restructured
~$20M ARR consolidated into one company – valuation, slump-sale methodology, tax-neutral design.
ERP selection, PE-backed marketplace
Six ERPs benchmarked and an eleven-system integration matrix for a US online marketplace.
We’re signing five founding clients per service line in 2026, on founding terms – rates locked for 24 months, a permanent preference after that, direct partner access. When the cohort is filled, the terms close.
If a pod member isn’t right, we replace them – recruited again at our cost, and you don’t pay for the seat while we do.
Take the engagement you’d have declined.
Book a 30-minute call – bring the client ask sitting in your inbox right now.
We reply within one business day