Engagement
A fractional CFO from CFO Foundry runs your monthly pack and the data room.
How it is priced
A monthly fee for an agreed number of days.
Financial Intelligence Platform
Financial clarity for founder-led companies
From monthly operational KPIs to sell-side reporting. One tool that turns your trial balances into financial intelligence you can actually act on.
Why CFO Foundry
2 reasons to know your numbers
Steering the company and preparing its sale draw on the same data. CFO Foundry delivers both.
Steering
Operational excellence means running the company on facts: knowing every month where margin, cash and capacity stand, and acting before a trend turns into a problem. CFO Foundry turns the month’s books into these KPIs, on the same definitions every month, so the leadership team decides on one set of numbers.
- EBITDA margin
- Cash runway
- Working capital
- Cash conversion cycle
- Utilisation
- Revenue per FTE
- Client concentration
- Pipeline coverage
- Rule of 40
Selling
Preparation becomes the monthly routine, so management keeps running the company through the deal.
Every figure traces back to its account when due diligence asks.
The deal figures are worked out before the buyer does it.
- Working-capital peg
- Net debt bridge
- Adjusted EBITDA
- Buyer View
- Data room
Highlights
10 views from the report
Meridian is a fictional demo company. All figures are sample data.
How it works
From your exports to the finance pack
The company’s own exports are mapped once to a standard chart, and every month one build turns them into the finance pack.
- monthly
The Exports
CFO Foundry reads eight kinds of export, from the trial balance to the sales pipeline, in the files your systems already produce. The columns of each are described once in the operator app.
The Operator App → - once per entity
The Mapping
The mapping wizard assigns each entity’s accounts to one standard chart, with a live balance check. Each balance sheet account also takes its treatment in a transaction: working capital, cash, debt or excluded.
The Mapping Wizard → - same rules, every month
The Build
One click builds the report of every entity and of the group. Other currencies are converted at monthly rates, and intercompany is eliminated each month.
Group Reporting → - with every close
The Pack
Each build writes the interactive report, the Excel workbooks, the board and M&A decks in PowerPoint and the data room checklist. Reports, workbooks and decks are filed in their data room folders, item by item.
The Data Room →
Who it’s for
Who CFO Foundry is for
Founder-led service companies, from agencies and consultancies to engineering and IT services, often with several entities or a sale on the horizon.
Founder-Led
The founder still runs the company, or did until recently.
A Services Business
People and their time are the product: projects, retainers, hours.
Typically 20 to 250 People
One company or several. Groups and buy-and-build platforms are welcome.
Steering or a Sale Ahead
Monthly numbers to run the company on, or a sale on the horizon.
Paths
4 ways to work with CFO Foundry
Either a fractional CFO from CFO Foundry runs it for you, or your own team runs it under a licence.
Continuity
After an engagement, your team takes over the monthly pack under the annual licence. The set-up is already done.
How it is priced
An annual licence per company; support by the day.
Licence with Set-up
An operator sets CFO Foundry up in 4 to 8 weeks; then your team runs it under the annual licence.
How it is priced
A fixed set-up fee by number of entities, plus the annual licence.
Transaction Readiness Sprint
A fixed project before a sale: data room, adjusted EBITDA, working-capital peg and equity bridge.
How it is priced
A fixed fee by number of entities and months of history.
Run for you by a fractional CFO from CFO FoundryRun by your team, under a licence
Pilots and data integration runs are billed by the hour. Get a Quote
Partners and PE houses: get in touch.
Common Questions
Questions about CFO Foundry
Why does it need a fractional CFO or an operator?
The reports are as good as the numbers going in. Behind them is good practice inside the company: a chart of accounts kept deliberately, bookings that make one month comparable to the next, data delivered on a fixed date. A fractional CFO from CFO Foundry puts that in place and holds it. Under a licence, an operator sets it up and your team holds it.
Do I need to be technical to use this?
No. Your team delivers the agreed data each month and reads the output in a browser. With a licence, your lead accounting person takes over the intake and runs the build after the set-up.
What data does it need?
Trial balances from any accounting system that exports them as XLSX. The full picture also draws on the receivables and payables ledgers, HR and payroll data, hours from time tracking, the sales pipeline and cost centre structures. For each source, an owner, a format and a delivery date in the month are agreed.
How is this different from SaaS tools?
CFO Foundry is built for the founders and their leadership team, and for the questions a sale brings. It runs on your own machine, so no software provider sees the numbers.
What does it cost?
Each way in is priced per company, by the model on its card above. A written quote follows a first conversation.
Get in touch
A first conversation
Describe your situation in a few lines. A reply follows within 1–2 business days.
Thank you!
Your inquiry has been received. You’ll have a reply within 1–2 business days.