Revenue is growing. Margins are not. The view from your dashboard is not telling you why.
Senior CFO leadership for scaling businesses, without the full-time CFO price tag.
- Your team is overwhelmed, and the finance function is the part that has not kept up.
- The board is asking for reporting your current setup cannot produce.
- A capital raise is on the horizon, and you are not sure your numbers are ready for the room.
At your stage, the cost of guessing is no longer small.
Where we plug in
A dedicated CFO sits above your controller or bookkeeper, not in place of them.
We integrate with the leadership team you already have, set a board reporting cadence the board can act on, and run a strategic planning rhythm that holds up between meetings.
Your controller keeps doing what they do well. We translate what they produce into the strategic language the board and the next investor need.
The capital conversation
Here is what we build first, long before the term sheet shows up:
- An integrated three-statement model investors can stress-test.
- Scenario planning across best, base, and worst case.
- A capital strategy that fits the moment, not just the round.
- The banker and investor narrative that ties the numbers to the story.
Why margins compress at this stage
One of these is almost certainly your story:
- Pricing that has not moved while costs have.
- Customer concentration nobody has managed down.
- Hiring that outpaced revenue.
- COGS drift that crept in one decision at a time.
- Vendor terms negotiated years ago and never revisited.
A scaling company came to us with revenue up and margin quietly sliding, and no one able to explain the gap. The dashboards reported the symptom and hid the cause.
We ran the margin diagnostic, found the mix of pricing drift and a concentrated low-margin account doing the damage, and built the reporting that kept it visible. The owner made two decisions they had been postponing because they finally had the numbers to make them.
At your stage, the cost of guessing is no longer small.
Book a 30-minute Clarity Call with the CFO best suited to your business. We will tell you what we see and where the margin is going.
Book a Clarity Call Capital and Transaction Advisory →