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Capstone CFO
Special Projects

High-stakes moments, led by executives who have done them before.

Raising capital, selling, buying or rebuilding your finance foundation. Each project is scoped up front with a clear plan, a dedicated team and regular updates.

Book a Call See how a project runs
3 to 6 monthstypical capital-raise preparation
6 to 12 monthstypical exit preparation
20+ yearsof experience
The moments we're built for

The deal, the raise or the rebuild won't wait for you to hire.

These are the moments when the right finance partner changes the outcome, and the wrong timing costs real value.

Investors want a model and a data room yesterday.

The raise is on the calendar, and the financial story isn't ready for scrutiny.

We fix it: fundraising readiness, start to close.
A buyer just asked for a QoE.

Diligence will test every number, and surprises reprice deals.

We fix it: sell-side QoE preparation.
We want to buy a competitor.

You need to know what it's worth, what to check and how to pay for it.

We fix it: add-on acquisition support.
PE just invested. Now what?

The new board wants a 100-day plan and PE-grade reporting, fast.

We fix it: a first-100-days plan.
Our systems can't keep up.

Spreadsheets, manual bill pay and a ledger that's outgrown the business.

We fix it: system selection and rollout.
Our CFO or controller just left.

A gap in finance leadership during a critical quarter.

We fix it: interim CFO or controller coverage.
Rapid results

A senior team on your project in days, not a learning curve on your deal.

Your team keeps running the business. We bring the playbook, the templates and the experience of having done this many times.

STEP 1

Scope callWe learn the goal, the deadline and what's already in place.

STEP 2

Plan and proposalDeliverables, timeline and a retainer of dedicated hours.

STEP 3

Quick diagnosticThe biggest gaps and risks, flagged early, while there's time to fix them.

STEP 4

Delivery with updatesRegular progress and retainer-balance updates until it's done.
3 to 6 monthsTypical preparation for a capital raise
6 to 12 monthsTypical preparation for an exit
Accelerated TimelinesCleanups, migrations and rollouts: scoped on the first call
Done it beforeRaises, sales, add-ons and system rollouts are our day job.
No distractionYour team stays focused on customers while we carry the workload.
Clear scopeYou see the plan, the hours and the progress at every step.
Projects we lead

Special projects for every major moment in your company's life.

Each project can run on its own or alongside Strategic CFO or Accounting Services.

01

Raise capital

Walk into investor and lender meetings ready.

  • Fundraising readiness
  • Investor model and data room
  • Debt and credit facility support
  • What your banker wants to see
Read the guide →
02

Sell or exit

Maximize value and avoid a repriced deal.

  • Exit readiness
  • Valuation enhancement
  • Sell-side QoE preparation
  • Due diligence management
Read the guide →
03

Buy or partner

Grow through acquisition with eyes open.

  • Add-on acquisition support
  • Buy-side financial diligence
  • Recapitalizations, ESOPs and management buyouts
Read the guide →
04

After a PE investment

Meet the new board's expectations from day one.

  • First-100-days plan
  • PE-grade reporting package
  • Value creation tracking
Read the guide →
05

Fix the foundation

Systems and processes that scale.

  • Accounting cleanup and catch-up
  • Accounting system migration and ERP selection
  • Bill pay, expense and sales tax tool rollouts
  • EOS or OKR deployment
Read the guide →
06

Cover a gap

Senior finance leadership while you hire.

  • Interim CFO
  • Interim controller
  • Support through a search or leave
Read the guide →
Who We Serve

Built for companies ready to scale

Growth-stage small and mid-sized businesses, from PE- and VC-backed portfolio companies to founder-led and independent firms.

Ideal client snapshot
Revenue$2M to $75M
Headcount5 to 50 employees
StageGrowth and scale
Finance maturityBookkeeper in place, no CFO
Decision makerFounder, CEO or PE sponsor

SaaS & Software

SaaS metrics, cap table and investor reporting

E-Commerce & Digital Retail

SKU-level P&L, inventory forecasting and multi-channel reporting

Professional Services

Project margins, pricing, utilization and partner economics

Advertising & Marketing Agencies

Client profitability, media spend and team utilization

Healthcare Practices

Revenue cycle, staff utilization and cash flow

Home & Field Services

Job costing, technician profitability and equipment ROI

Manufacturing & Distribution

COGS structure, inventory and distribution efficiency

Franchise Operations

Multi-location consolidation, royalty reporting and unit economics

Real Estate

Acquisition models, job costing and scenario planning

Need ongoing CFO leadership after the project?Strategic CFO Services: cash forecasting, KPIs, board reporting and a senior partner every month.Explore Strategic CFO Services → Need the books to stay clean?Accounting Services: bookkeeping, AP, AR and a close in 1 to 3 business days.Explore Accounting Services →

Big moment ahead? Let's plan it together.

Tell us the goal and the deadline. We'll show you the plan to get there.

Book a Call