Beyond the Balance Sheet

A fractional CFO
for founders raising,
scaling, or exiting.

Finite Sprints. Application only. A defined start, a defined end, and infrastructure your team can run when I'm gone.

$50M+
Capital raised
$65M+
Transactions led
20+
Finance functions
Venture-backed & bootstrapped No retainer Finite sprints Board-ready Application only

Why Sprints, not retainers.

Most fundraises, product launches, and strategic decisions have a beginning, a middle, and an end. The CFO line item attached to them usually doesn't. A retainer bills monthly forever; the work was finite. That mismatch is what a Sprint fixes.

Every engagement is scoped to a real decision with a real deadline. The deliverables are the things you actually need in the room — model, narrative, data room, cadence — not "ongoing strategic support."

When the Sprint ends, the infrastructure stays. Your team runs the cadence. I leave.

Defined start

Kickoff inside two weeks of contracting.

Defined end

Hand-off and a 90-day plan, not a forever retainer.

Infrastructure stays

Model, data room, cadence — owned by the team.

"The numbers and the nervous system are the same problem. Fix one in isolation and you've fixed neither."

— Traci Keen
Track record

Real capital. Real transactions. Real founders in rooms where the numbers had to hold.

$50M+
Capital raised
$65M+
Transactions led
20+
Finance functions built

How it works.

— 01

Apply

Submit the inquiry form. Tell me what's actually in front of you.

— 02

Hear back inside 3 business days

Either a 30-minute call invitation or a clean no with a reason. Both are useful.

— 03

If we're a fit

We scope the Sprint together and set a start date.

Ready to see clearly?

Private client work is by application only. Financial services begin with a conversation. Either way, the first step is the same.

Apply for a Sprint →