C-Suite Financial Leadership, On Demand.
For companies generating $1M to $50M in revenue, strategic financial leadership is the difference between scaling profitably and running out of runway. Our Fractional CFOs embed into your executive team at a fraction of the cost.
Fractional CFO & Executive Strategy
Most growth-stage businesses need senior financial leadership long before they can justify a $400K+ full-time CFO salary. Aegis Fractional CFOs deliver board-grade financial strategy, cash visibility, and capital markets access on a flexible retainer—so you get the executive you need, exactly when you need them.
The Problem We Solve
Founders and CEOs of scaling companies routinely operate without a true financial strategist. The result: reactive cash management, surprise shortfalls, investor reporting that erodes trust, and missed opportunities to refinance or restructure. A bookkeeper records what happened; a CFO shapes what happens next. Without that forward-looking voice, growth outpaces financial controls and the business becomes fragile.
The Aegis Approach
Our Fractional CFOs step in as an integrated member of your leadership team—attending board meetings, owning the financial narrative with investors, and translating operations into a capital strategy. We build the 13-week cash models, margin scorecards, and banking relationships that let you make decisions with conviction instead of guesswork.
Key Deliverables & Capabilities
13-Week Cash Flow & Runway Forecasting
A living, driver-based cash model updated weekly so leadership always knows the true runway, burn, and liquidity breakpoints—no more month-end surprises.
Executive KPI & Profit Margin Scorecards
A concise dashboard of the 8–12 metrics that actually move enterprise value, delivered to founders, boards, and investors on a consistent cadence.
Board of Directors Financial Reporting
Investor-grade board decks that translate raw financials into a clear narrative on performance, risk, and capital allocation priorities.
Unit Economics & Margin Optimization
Granular contribution-margin analysis by product, channel, and customer cohort to expose where growth is profitable and where it quietly destroys value.
Debt Refinancing & Banking Relationships
Negotiation of credit facilities, term sheets, and covenant structures with lenders—plus ongoing relationship management with your banking partners.
Mergers, Acquisitions & Due Diligence Support
Sell-side and buy-side financial modeling, quality-of-earnings prep, and integration planning to de-risk transformative transactions.
Our Four-Step Process
Financial Discovery & Diagnostic
We audit your current close, cash position, reporting cadence, and capital structure to establish a baseline and surface immediate risks.
Forecast & Scorecard Build
We construct the 13-week cash forecast, KPI scorecards, and board reporting templates tailored to your operating model.
Embedded Strategic Leadership
Your Fractional CFO attends leadership and board meetings, owns investor communication, and advises on every major capital decision.
Quarterly Strategy Review
Each quarter we re-baseline performance, refresh forecasts against actuals, and recalibrate the capital strategy for the next phase of growth.
Built for Clients Like These
This practice is designed for organizations and individuals where it can deliver meaningful, measurable impact. If any of these describe you, let's talk.
"Within six weeks our Aegis Fractional CFO had rebuilt our cash forecast, renegotiated our credit line, and given our board a level of financial clarity we'd never had. It felt like hiring a $400K executive for a fraction of the cost."
Questions About Fractional CFO
Custom retainer starting at $2,800/month
Every engagement begins with a complimentary diagnostic. We'll review your current position and tell you honestly whether this practice is the right fit—before any commitment.
Clients & Businesses We Work With
A selective roster of mid-market enterprises and high-net-worth families under the Aegis shield.