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When experience makes a difference

Before a funding round: get clear on the numbers

A funding round takes more than a good presentation. Leaders need to show how the money will be used, what the plan depends on and where the risks lie. A company may need senior financial experience for this period without needing a full-time CFO afterwards.

Experienced leaders discussing a business decision together.

The challenge

The company has a business plan, but multiple versions of the forecast and too little time to test its assumptions. Cash flow may be more fragile than the profit figure suggests. When investors or lenders ask follow-up questions, answers must connect strategy, sales and finance.

What a CFO can take on

A fractional CFO can bring revenue, costs and cash flow into one model the team can use. They can then test what happens if sales come later, margins change or funding takes longer to secure. The CFO can also organise financial materials and help leaders prepare for difficult questions. Owners and management still make the business decisions.

  • A credible funding and cash-flow plan
  • Clear assumptions and alternative scenarios
  • Ownership of follow-up after the round

What to tell us

Describe the funding you are planning, your deadline, the materials you have and the biggest uncertainties. Tell us whether the CFO should lead a finance team, work closely with the CEO or focus on the funding process. That gives us more to work with than a job title alone.