Case studies
What fractional CFO support looks like in practice.
Deep Tech Scale Up — Series A & First of a Kind Deployment
Challenge
The business had breakthrough technology but faced the classic deep tech barrier: progressing through Technology Readiness Levels while raising sufficient capital to deliver first of a kind infrastructure at industrial scale.
What we did
- Built long range financial models aligned to TRL progression.
- Translated complex engineering roadmaps into investable financial narratives.
- Developed scenario modelling linking capital to delivery milestones.
- Supported Series A investor materials and diligence.
Outcome
Series A successfully raised. Enabled first of a kind technology deployment at unprecedented scale. Transitioned the business from R&D to commercial execution.
Climate Tech Scale Up — Growth Capital & Global Expansion
Challenge
The company was moving from development into global commercial rollout, requiring growth capital and a credible plan to scale internationally.
What we did
- Built growth stage financial models for investor diligence.
- Developed long range plans across multiple geographies.
- Modelled deployment economics and expansion scenarios.
- Supported Growth round fundraising.
Outcome
Growth funding secured. Expansion executed across three countries and two new continents.
Climate Tech Business — Financial Modelling for Exit Readiness
Challenge
Ahead of a funding round, leadership lacked clarity on valuation drivers and which strategic levers would materially improve exit outcomes over the next three years.
What we did
- Built an integrated financial model for fundraising.
- Identified and quantified core value drivers.
- Developed multi-year exit readiness scenarios.
- Linked operational focus areas directly to valuation impact.
Outcome
Funding round successfully closed. Clear three year roadmap to exit readiness. Leadership aligned around the initiatives with highest value creation.
Technology Consultancy — Cash Crisis, HMRC & FP&A Rebuild
Challenge
Rapid growth created severe cash pressure, HMRC arrears and reliance on expensive short term borrowing. The business lacked visibility and control over future liquidity risk.
What we did
- Built a 26-week rolling cashflow.
- Negotiated and implemented an HMRC Time to Pay arrangement.
- Supported refinancing of short-term facilities into sustainable funding.
- Built a permanent FP&A function covering budgeting and forecasting.
Outcome
Immediate cash crisis stabilised. HMRC exposure brought under control. Short term debt refinanced into longer term facilities. Ongoing FP&A discipline implemented to prevent recurrence.
Next step
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