CFO Solutions for Venture Capital & Private Equity Investors

Maximizing enterprise value and driving growth, one portfolio company at a time.

Strategic Financial Support for Your Portfolio

At Till CFO, we work closely with venture capital and private equity investors to ensure their portfolio companies operate efficiently and cost-effectively, maintain compliance, and scale profitably. Our services provide the financial insights and operational expertise that drive sustainable growth and value creation.

From early-stage startups to companies preparing for exits, we deliver the financial infrastructure needed to accelerate growth and achieve successful outcomes, while giving you the peace of mind that your capital is being stewarded properly.

Key Services We Provide to Your Portfolio Companies:

Financial Clarity & Insights

We provide detailed financial reporting and analysis, offering investors clear visibility into the financial health and performance of their portfolio companies.

Performance Optimization

Our experts help portfolio companies streamline operations, reduce inefficiencies, and improve key financial metrics such as EBITDA and gross margin.

Exit Preparation

We assist companies in preparing for acquisitions, IPOs, or other exit strategies by ensuring clean financials, audit readiness, and strong financial narratives for potential buyers.

Cash Flow Management

We implement cash flow forecasting and liquidity management strategies to ensure companies are equipped to handle scaling or capital requirements effectively.

Regulatory Compliance

Our team ensures portfolio companies meet all necessary financial and regulatory requirements, reducing risk and ensuring compliance with industry standards.

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Till CFO has provided phenomenal guidance and leadership that has been nothing short of transformative for our organization. Their proactive approach to identifying and addressing potential financial issues has consistently kept us ahead of the curve. I would highly recommend their services to anyone seeking comprehensive financial expertise!

— Carter Hopkins, CEO, Pursuit Sales Solutions

Why Investors Trust Till CFO

We provide value beyond financial reporting. We become an extension of your investment team, providing strategic advice that helps portfolio companies navigate challenges and seize growth opportunities.

Seamless Integration

We integrate seamlessly with the existing team, acting as an in-house finance team to provide ongoing financial oversight while freeing up founders and operators to focus on innovation, growth and execution.

Experienced CFOs with Industry Knowledge

Our team consists of experienced CFOs who understand the unique challenges faced by venture-backed startups and growth-stage companies across an array of industries.

Proactive Financial Leadership

We don’t just report numbers; we actively advise on strategic decisions, from capital allocation to operational scaling, ensuring your portfolio companies are always poised for growth.

Value Creation for Exits

Whether through operational improvements or strategic positioning, we focus on creating tangible value that maximizes exit outcomes for investors.

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Some of the Key Metrics We Help Your Portfolio Companies Track & Improve

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Till CFO focuses on improving the metrics that matter most to venture capital and private equity investors, ensuring each portfolio company is on track to deliver maximum value to you and your Limited Partners:

EBITDA

By reducing operational inefficiencies and improving margin management, we help portfolio companies boost their earnings before interest, taxes, depreciation, and amortization.

Gross Margin

We work with companies to improve their gross margin by optimizing pricing strategies, cost control, and resource allocation.

Burn Rate

For growth-stage companies, managing burn rate is critical. Till CFO helps establish the balance between aggressive scaling and cash preservation.

Revenue Growth

We help companies implement scalable processes that drive sustainable revenue growth, ensuring they can hit key financial milestones.

Cash Flow

Our cash flow management strategies ensure that companies can meet their operational needs without facing liquidity constraints.

Our Approach, Built for Your Portfolio

Step 1: Discovery & Consultation

We begin by understanding the unique needs of each portfolio company, assessing financial health, growth objectives, and operational challenges.

Step 2: Financial Health Assessment

We conduct a thorough review of the company’s financial processes, key metrics, and cash flow, identifying areas for improvement and opportunities for growth.

Step 3: Strategic Financial Planning

Till CFO provides tailored financial strategies that align with your investment goals, helping companies optimize operations and position for future growth or exit.

Step 4: Ongoing Support

We offer continuous CFO services, ensuring that portfolio companies have the financial support needed to make strategic decisions and navigate the complexities of scaling.

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Frequently asked questions

Here are some common questions we often receive from founders and business owners.

What is a fractional CFO and how can they benefit my business?

A fractional CFO provides high-level financial expertise on a part-time or project basis, offering strategic financial guidance without the cost of a full-time CFO. They help with financial planning, cash flow management, fundraising, and strategic decision-making, making them ideal for businesses that need expert financial management but cannot justify a full-time CFO.

How does Till determine which service tier is right for my business?

Till conducts an initial consultation to assess your business’s financial needs, growth stage, and strategic goals. Based on this evaluation, we recommend the most suitable service tier—Build, Grow, or Scale—to ensure you receive the appropriate level of financial support and expertise.

What kind of businesses typically benefit from Till's services?

Till’s services are ideal for businesses in the technology (especially SaaS, AI, and FinTech), professional services (consulting, legal, marketing firms), non-profit, and financial services sectors. Our clients typically have annual revenues between $1 million and $25 million and are looking to optimize their financial operations, secure funding, and scale their business.

How does the engagement process work with a fractional CFO from Till?

Engagement begins with an initial consultation to understand your business needs. Following this, we tailor a plan specific to your requirements and assign a dedicated team of financial experts led by a CFO or controller. Regular meetings and continuous support ensure that your financial strategy aligns with your business goals. The frequency and depth of these interactions depend on the service tier selected.

How can Till assist with fundraising and capital raising efforts?

Till’s fractional CFOs bring extensive experience in preparing businesses for fundraising. This includes creating compelling financial presentations, developing an equity story, optimizing financial structures, and supporting negotiations with investors. Our goal is to ensure you secure the necessary capital efficiently and on favorable terms.

How does Till's service differ from the work done by my bookkeeper?

While bookkeepers handle essential tasks such as recording transactions, managing payroll, and reconciling accounts, Till provides strategic financial leadership. Our CFOs offer high-level financial planning, strategic budgeting, capital raising guidance, risk management, and performance analysis—services that go beyond the scope of typical bookkeeping. This strategic oversight helps businesses make informed decisions, optimize growth, and navigate complex business challenges.