Fractional CFO

Senior finance leadership for technical startups, a few days a month.

Most healthtech and deep-tech startups need CFO-level thinking long before they can justify a full-time CFO. We provide it part-time: the model, the fundraise, the board pack and the cash plan, from a director who has raised capital for clients and worked in investment banking.

When it makes sense

The moment you need a CFO usually arrives before the budget for one.

It tends to happen at a milestone: preparing a seed or Series A round, taking on a first institutional investor who expects proper board reporting, or planning a regulated product whose development costs and timelines are hard to forecast.

A full-time CFO at that stage is expensive and often underused. Doing without one usually means the CEO builds the model at midnight, investor questions go unanswered for days, and cash surprises arrive too late to fix.

What we cover

Strategic finance, built for regulated and research-heavy companies.

Financial model and forecasting

An investor-grade model that reflects how your business really works, including long development timelines, regulatory milestones and grant income.

Fundraising

Round sizing, use of funds, valuation thinking, data room preparation and support through due diligence and term sheet negotiation.

Board and investor reporting

A clear monthly or quarterly pack that keeps your board and investors informed without taking over your week.

Cash and runway management

Scenario planning and controls that show you how long your cash lasts and what changes it, well before it becomes urgent.

Grant budgets and match funding

Costed budgets for Innovate UK and other grant applications, aligned with your equity raise and cash plan.

Working with your accountants

Bookkeeping, payroll and statutory accounts stay with your accountants. We make sure the numbers they produce support the decisions you need to make.

How it works

A set number of days each month, with a named director.

Fractional engagements typically run as a monthly retainer of a few days, scaled up around a fundraise and down once it closes. You work with the same director throughout. When you are ready for a full-time finance lead, we help you hire them and hand over cleanly.

  • Led by David Weiss: PhD in Engineering (Cambridge), former equity derivatives trader at Goldman Sachs, investment banking M&A experience
  • Co-founded and exited two technology companies, so the view is an operator's, not only an adviser's
  • Part of a team that has raised £12M+ for clients and taken AI medical products through CE marking and FDA clearance
A good fit if

Who this is for.

  • Pre-seed to Series A healthtech, medtech, diagnostics and deep-tech companies
  • Founders preparing to raise who need the model and the process to be investor-grade
  • Companies with a new institutional investor or board and no finance lead yet
  • Teams combining grant funding with equity and needing one coherent cash plan

Planning a raise in the next few months? The two-week Investor Readiness Review is often the right first step before a longer fractional engagement.

See the Investor Readiness Review →

Talk to us about fractional CFO support.

Book 30 minutes with a director. We will look at where you are, what you need from finance over the next twelve months, and whether a fractional model fits.

Book a Call →