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Fractional CFO

We provide experienced, strategic financial leadership to growth-stage companies, investor-backed ventures, and IP-intensive businesses — without the overhead of a full-time CFO. Our fractional CFO model delivers the insight, discipline, and credibility needed to scale, raise capital, and make smarter financial decisions.
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Overview

High-growth companies often outgrow their financial infrastructure long before they're ready to hire a full-time CFO. We fill that gap — delivering tailored financial oversight, operational support, and strategic planning aligned with your company’s stage and goals.

Whether you're managing investor relationships, building a financial model, preparing for a raise, or bringing discipline to your reporting and forecasting, we act as a hands-on, senior financial partner.

Typical Use Cases

  • Startups and scaling companies in need of part-time financial leadership

  • Investor-backed companies preparing for fundraising or M&A

  • PE/VC portfolio companies lacking in-house financial expertise

  • Organizations seeking more structured budgeting, forecasting, and KPIs

  • Companies with valuable IP assets needing finance-aligned IP strategy 

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Sample Deliverables

  • 12- to 24-month cash flow and runway forecasts

  • Board and investor reporting packages

  • Budgeting and KPI dashboards

  • Financial models for fundraising or strategic planning

  • Finance function setup and process implementation

  • Transaction readiness and due diligence support

Why Clients Choose Intellion

  • Strategic and Tactical – We combine C-level strategic insight with hands-on execution.

  • Investor-Savvy – We understand how to communicate with venture capital, private equity, and strategic investors.

  • IP-Aware Finance – We bring uncommon expertise in aligning financial strategy with intellectual property value.

  • Flexible Engagements – Fractional support tailored to your budget, bandwidth, and stage of growth. 

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Industries We Serve

We specialize in supporting innovation-driven, capital-intensive companies, including:

  • SaaS and software startups

  • Deep tech and IP-heavy companies

  • Medtech and diagnostics

  • Telecommunications and semiconductors

  • PE/VC portfolio companies across sectors

Need financial leadership outside these verticals? Our approach is adaptable to a broad range of industries.

Core Service Areas

  • Strategic Financial Oversight

    • Business model refinement and capital allocation guidance

    • Pricing strategy, margin optimization, and revenue forecasting

    • Support for strategic planning and investor alignment 

  • Financial Infrastructure & Reporting

    • Design and implementation of budgeting and forecasting tools

    • Creation of monthly reporting packages for boards and investors

    • KPI tracking and performance dashboards

  • Fundraising & Capital Strategy

    • Preparation of financial materials for equity and debt financing

    • Support for investor conversations and term sheet analysis

    • Integration of IP and intangible asset value into capital strategy

  • Transaction Readiness

    • Due diligence support and data room prep

    • Sell-side financial positioning and narrative development

    • M&A modeling and scenario analysis

     

Ready to Level Up Your Financial Strategy?

Let’s talk about how fractional CFO support can help you scale smarter.
Book a consultation to get started.