Portfolio companies do not fail for lack of strategy. They fail for lack of financial leadership.
Fractional CFO and financial transformation support for portfolio companies that need senior leadership without a permanent hire.
- Underwriting an acquisition that needs an outside financial read.
- Post-close integration of accounting, reporting, and treasury.
- A turnaround inside a portfolio company.
- Pre-exit financial cleanup before a sale process.
- Replacing an underperforming CFO without a permanent hire.
A direct line to a Senior CFO
You work with a Senior CFO, not a junior resource managed from a distance. The person on your portfolio company is the person you can call.
Quarterly portfolio review options
Regular reporting back to the sponsor, at the cadence and depth your investment committee expects.
Confidentiality and clean conflict standards
We hold clear conflict walls across portfolio companies and treat sponsor information with the discretion the relationship requires.
A transactional background
Paul Whitley spent fifteen years deploying $1.6 billion in funds employed across asset-based, real estate, and cash flow lending. We know what your diligence team will ask before they ask it.
The team model
A dedicated CFO with a Senior CFO behind them. No single point of failure inside a portfolio company that cannot afford one.
Buffalo Culture inside hard situations
We run toward the messy books, the turnaround, the cash crisis. The situations that scare other firms are the ones we are built for.
Tell us about the portfolio company.
We will respond with a short brief on how we would approach the situation. Confidential, no obligation.
The situations that scare other firms are the ones we are built for.
Schedule an investor intro call, or request a Portfolio Support Brief. Either way, you talk to a Senior CFO, not a salesperson.
Book a Clarity Call