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.
Project work starts in days; recurring pods are built over 8–10 weeks.
Project work
A raise model, an ERP selection, a restructuring - scoped and taken up directly by our senior team. Fixed fee where the scope is clear, hourly where it isn’t. While we are taking on few new engagements, it is senior time you are 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
Virtual CFO seat
A specialty health provider – monthly close, board reporting, ICFR, running today.
OngoingA fundraise model
A five-year, three-statement model across ~450 assumptions behind a live healthcare-technology raise.
A multi-partner group, restructured
Multiple entities consolidated into a single company - valuation and transaction structuring support.
ERP selection, PE-backed marketplace
Six ERPs benchmarked and an eleven-system integration matrix for a US online marketplace.
We take on a small number of new engagements each year, so that every client gets senior attention.
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.
The engagements you currently decline.
If there’s a client ask you’re weighing right now, we’re happy to look at it with you.
Get in touchWe typically reply within one business day