Fractional CFO

Bring CFO-Level Finance
to Your Company

The strategic finance leadership your business needs — without the cost, commitment, or overhead of a full-time CFO hire.

Book a Free Strategy Call
What We Offer

A True Finance Partner,
Not a Consultant

A fractional CFO is not a bookkeeper, not a controller, and not a financial advisor. It's a senior operating executive who owns the financial strategy of your business — embedded in your team, accountable to your goals, and aligned with your investors.

Pelagic Partners brings the same caliber of financial leadership that helped scale Drata from pre-revenue to ~$150M ARR — available to your company on a flexible, right-sized basis.

Whether you need 10 hours a month or a near-full-time engagement, we design the scope around your business.

Financial dashboard and analytics
Scope of Work

What a Fractional CFO Engagement Includes

Financial Strategy & Planning

Annual operating plan & budget
Rolling forecasts & scenario modeling
Long-range financial planning
Strategic initiative financial analysis

Board & Investor Relations

Board meeting preparation & attendance
Monthly investor updates
Fundraising support & data room
Cap table management

Finance Operations

Finance team hiring & management
Accounting oversight & close process
Cash management & treasury
Vendor & contract negotiations

Performance Management

KPI framework design & tracking
Unit economics & cohort analysis
Variance analysis & commentary
Business intelligence & reporting
Engagement Models

Flexible Structures for Every Stage

Advisory

8–12 hrs/month

Early-stage companies needing strategic guidance

Monthly strategy sessions
Board meeting prep
Investor Q&A support
On-call financial guidance
Most Popular

Part-Time CFO

20–40 hrs/month

Series A/B companies with active fundraising or growth

All Advisory services
FP&A ownership
Finance team oversight
Investor reporting
KPI & dashboard management

Embedded CFO

40–80 hrs/month

Companies in hypergrowth, M&A, or exit preparation

All Part-Time CFO services
Full finance function ownership
M&A or exit process leadership
Board seat or observer role
From the Insights Library

5 Signs Your Startup Needs a Fractional CFO

Most founders wait too long to bring in senior financial leadership. Here are the five clearest signals that it is time to add a CFO to your team.

Read Article

The CFO's Role in a Board Meeting: What Great Financial Leadership Looks Like

How the best CFOs shape board conversations, structure financial presentations, and build lasting board confidence — rather than simply reporting the numbers.

Read Article

How to Manage Burn Rate and Extend Runway Without Killing Growth

A practical guide to gross burn, net burn, the burn multiple, and runway management — including how to extend runway without cutting the growth investments that matter.

Read Article
Get Started

Ready to Add a CFO to Your Team?

Book a free 30-minute strategy call to discuss your business and how a fractional CFO engagement could accelerate your growth.

Book a Free Strategy Call