Operating Edge

Embedded strategic finance · Deal and capital models · Custom finance systems

Strategic finance, embedded in your business.

Deal and capital models, a custom finance system built around your business, and senior partners who run it with you every month. Bigger than a CFO seat, and built to stay.

Request a diagnostic See how it works

Who we work with

Built for the moments when the numbers have to hold up.

Companies raising capital, evaluating a deal, building the finance function, or scaling past what spreadsheets and gut feel can carry.

01

Raising capital or debt

A model and a financial story that stand up in front of investors and lenders.

02

Evaluating a deal

A clear go or no-go case for an acquisition, a joint venture, or a new line of business.

03

Scaling

Cash visibility months out, and the ability to test a hire or a price change before you make it.

04

Building the finance function

The reporting, cash forecast, and monthly cadence a well-run company has internally, built into yours and run by our team.

What's different

A fractional CFO fills a seat. We build the function.

You still get senior partners in the room. You also get the scope a CFO seat doesn't cover, and a finance system built around your business that stays with it.

Traditional fractional CFO

  • A few hours a month of one person's time
  • Scope stops at the seat: monthly reporting, cash, board prep
  • Models live on the CFO's laptop
  • Reporting assembled by hand, after the fact
  • When the engagement ends, the knowledge leaves too

Operating Edge: embedded strategic finance

  • Senior partners plus a custom finance system, run for you every month
  • Scope follows the decision: the raise, the deal, the go or no-go case, the model review, the finance build
  • Models built to a documented standard, into your business, and yours to keep
  • Live reporting and a rolling cash forecast, on numbers validated against source
  • The system and the knowledge stay with your business, ready for the CFO you eventually hire

Services

Start with a diagnostic. Build from there.

Every engagement is scoped to your business, its entities, and the decision in front of you.

Where every engagement starts

Operating Edge Diagnostic

A fixed-scope review over 7 to 10 business days. You leave with a written readout and a recommended next step, whether or not we work together.

  • Margin by line of business
  • A clear view of cash
  • Revenue concentration and risk
  • Where your numbers break, and what to build first
Request a diagnostic
For the decision in front of you

Deal and capital strategy

The models and the capital plan behind a raise, a deal, or a new line of business, built to a documented modeling standard with checks that fail loudly when something doesn't tie.

  • Investor and lender models and the financial story around them
  • Go or no-go cases for an acquisition, joint venture, or new line of business
  • Scenario and sensitivity analysis on the decision that matters
  • Independent review of a model you already have
Start with a diagnostic
Ongoing

Your finance function, built in

We build a custom finance system around your business and run it with you every month, as your strategic finance team. The system, the models, and the documentation belong to your company.

  • A clean, validated financial foundation
  • Live reporting by entity and line of business
  • A rolling cash forecast and planning model
  • A monthly cadence and board-ready reporting, with a named partner who signs off

The role most companies call a fractional CFO, with the system underneath. When you hire a full-time CFO, they inherit a working finance function, not a blank page.

Start with a diagnostic

How it works

Forge the core. Wield the edge.

A finance function is only as good as the data underneath it, and that goes double once AI is doing the volume. We build the foundation first.

Diagnose

We look at your numbers, your systems, and the decision at hand, then agree on scope.

Clean the foundation

We connect your accounting system and build one validated source of truth.

Build the model and reporting

Forecasts, scenarios, and live reporting, tailored to how your business earns and spends.

Run it with you

We run the monthly cycle as your strategic finance team. The system, models, and documentation stay with your business.

Our terms of engagement

Commitments we hold ourselves to on every engagement.

  • No number is forecast or reported until it has been validated against source.
  • Your raw data stays untouched. Analysis runs on a validated copy.
  • Every figure in a deliverable is independently recomputed before it reaches you.
  • A named partner signs off on every material call. AI does the volume; people own the judgment.
  • The system is built for your business and stays with it.

Recent work

Where we're working now.

Embedded strategic finance partner to a multi-entity home services company preparing a capital raise: consolidated reporting across entities, the investor model, and capital deployment scenarios.

Finance partner to a business turnaround program, building and running custom finance systems for the companies it works with.

Get started

Start with a diagnostic.

Tell us about your business and what's driving the conversation. We review every inquiry personally.

  • Fixed scope, 7 to 10 business days
  • A written readout on margin, cash, and the next move
  • Yours to keep, whether or not we work together

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