AI-Powered Financial Leadership

Your CFO.
Without the
overhead.

Institutional-grade financial intelligence, delivered through AI. Built by a finance director with a decade in hedge funds — priced for ambitious businesses.

Portfolio Cash Position
£2.4M
↑ 18.3% vs prior quarter
Runway
22 mo
Burn Rate
↓ 31%
10+
Years in
institutional finance
3 days
Average month-end
close (vs 12 industry avg)
60%
Cost saving vs
full-time CFO hire
48 hrs
Onboarding to
first live dashboard

The Approach

Finance at the speed
of modern business

Traditional fractional CFOs bring a spreadsheet and a day a week. We bring AI-automated pipelines, real-time dashboards, and institutional rigour — at a fraction of the cost.

01 — Diagnose

Free Financial Health Audit

We begin with a 30-minute call to map your current financial operations, identify gaps, and define exactly where AI can unlock the most value for your business.

02 — Automate

Build Your Intelligence Layer

We connect your data sources, automate reporting pipelines, and deploy real-time dashboards within 48 hours. No months-long implementations. No consultancy bloat.

03 — Lead

Ongoing Strategic Finance

Monthly board packs, rolling forecasts, fundraise readiness, and on-call strategic advice — delivered with institutional discipline and startup speed.

What We Deliver

Every financial function,
reimagined with AI

01 — Reporting

Automated Reporting & Dashboards

Real-time P&L, cash flow, and KPI dashboards updated automatically. Month-end commentary generated by AI and reviewed by a finance director. No more manual Excel marathons.

Real-time data Auto-commentary Board-ready
02 — Forecasting

Cash Flow & Scenario Modelling

AI-powered 13-week cash flow forecasts, runway analysis, and scenario planning. Know exactly how strategic decisions affect your cash position — before you make them.

13-week forecast Scenario planning Runway analysis
03 — Fundraising

Investor-Ready Financial Packs

From seed to Series B — we build the financial models, data rooms, and board presentations that institutional investors actually want to see. Built on hedge fund-grade standards.

Financial model Data room Pitch support
04 — Operations

Financial Operations Overhaul

Audit your finance stack, eliminate manual processes, and build scalable systems. Accounts payable automation, reconciliation, expense management — all streamlined before your next hire.

Process audit AP automation Reconciliation

Investment

Transparent pricing.
No billing surprises.

All plans include a free 30-minute diagnostic call. Annual contracts available with two months complimentary.

Foundation
£1,500
per month + VAT

For early-stage businesses needing financial clarity and a professional reporting foundation.

  • Monthly management accounts
  • Real-time cash flow dashboard
  • Quarterly forecast refresh
  • 1× monthly strategy call (60 min)
  • Email support (48hr response)
Best for: Pre-revenue to £1M ARR
Get Started
Enterprise
Custom
bespoke engagement

For businesses requiring embedded financial leadership, complex modelling, or M&A/fundraise readiness at scale.

  • Everything in Growth
  • Dedicated finance ops build-out
  • M&A / due diligence support
  • Lender & investor relations
  • Full data room management
  • On-site availability (on request)
Best for: £10M+ ARR or pre-exit
Enquire Now

Client Outcomes

What founders
say after 90 days

"We went from spending two weeks on board prep to having it automated and ready in 48 hours. Our investors actually commented that our reporting had improved dramatically."

Founder & CEO
B2B SaaS — £3.2M ARR

"The cash flow forecasting model alone changed how we make decisions. For the first time we could see exactly what different growth scenarios meant for our runway."

Co-Founder & COO
E-commerce — £1.8M Revenue

"The hedge fund background shows. The financial rigour is a level above any accountant or fractional CFO we'd worked with before — and the AI tooling makes it far faster."

Managing Director
Professional Services — 45 employees

Ready to bring
institutional finance
to your business?

Free 30-minute diagnostic — no obligation, immediate value.

Book Your Free Call →