Outsourced CFO & Strategic Finance Advisory for High-Growth Firms
Outsourced CFO & Strategic Finance Advisory for High-Growth Firms
1 Why Growth Companies Outsource the CFO Function
Series-B through pre-IPO companies need board-grade forecasts, covenant compliance, and institutional-quality controls, yet hiring a full-time C-suite finance team can absorb USD 400k+ in cash compensation and months of recruiting. Financely’s Outsourced CFO service drops in a senior finance lead and a fractional analyst bench—on-demand and cost-aligned to your growth curve—so founders can focus on product, revenue, and market share.
2 Scope of Services Delivered
- FP&A and Board Reporting – three-statement model, driver-based forecast, variance dashboards.
- Cash-Burn & Runway Management – 13-week cash model, sensitivity stress tests, treasury laddering.
- Debt & Equity Capital Strategy – term-sheet vetting, cap-table modelling, covenant negotiation.
- Unit-Economics Diagnostics – cohort LTV/CAC, gross-margin path to profitability, pricing elasticity.
- SaaS / ARR Metrics Stack – churn, expansion MRR, NRR, rule-of-40 tracking.
- Audit & Exit Readiness – policies, SOX-lite controls, data-room curation for diligence.
3 Engagement Timeline
| Week | Milestone | Deliverables |
|---|---|---|
| 1 | Diagnostic | Data-room intake, quick-hit cash snapshot, risk map. |
| 2 – 3 | Model Build | Driver-based forecast, unit-economics engine, board deck template. |
| 4 | Capital Plan | Debt vs equity runway, covenant headroom, fundraising timetable. |
| Ongoing | Monthly Close & Board Pack | Flash KPIs T+7, full variance deck T+14. |
4 Value Metrics We Aim For
- 20–40 bps EBITDA uplift from pricing and cost-driver recommendations.
- 25 % reduction in burn volatility via treasury & AR/AP optimisation.
- 30-day faster close to diligence-ready data-room status.
- Up to 50 bps lower debt spread by presenting lender-grade financial packages.
5 Why Financely
- Bench strength – former bulge-bracket CFOs, Big-4 controllers, and buy-side analysts.
- Capital-markets connectivity – 180 lender desks and 400+ growth-equity funds on platform.
- Tool stack included – FP&A software, BI dashboards, data-warehouse connectors; no extra licence cost.
- Monthly subscription – scale service level up or down as milestones change.
Ready to plug a seasoned finance function into your growth company without adding full-time headcount? Financely delivers Outsourced CFO services that combine strategic insight, day-one infrastructure, and direct capital-markets access. Schedule a discovery call.
Contact UsGet Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500 is required upon completion of each form. This fee covers the time and effort we invest in reviewing your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address the challenge of global transaction risk through structured strategies that foster cross-border growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Submit a RequestProject Finance
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive ventures. We mitigate capital constraints by isolating project assets and focusing on risk management. Provide your details to receive a structure that drives growth and maximizes returns.
Submit a RequestAcquisitions
Secure financing for business or real estate acquisitions. We ease transaction hurdles by reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized proposal that supports your strategic investment objectives.
Submit a RequestFor Banks
Financely assists banks facing Basel III pressures by distributing trade finance deals and providing collateral for letters of credit. We reduce capital burdens while preserving client relationships and fostering service expansion. Submit your request to optimize your trade finance offerings.
Submit a RequestOnce we receive your submission, our team will review your information to determine feasibility. If eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ and Procedure pages for more information.
Disclaimer: Financely provides financing based on due diligence and feasibility. Approval is not guaranteed, and past performance does not predict future outcomes. All terms are subject to review. Financely primarily assists with structuring and distribution. Qualified parties carry out the project if the client approves the proposal.
