Raise against the milestone, not against the clock.
In San Diego, investors fund science and technology in stages, and each stage is judged on whether the last one delivered. A company that can show how the next tranche will be spent has a different conversation.
What slows a technical raise
Across technical and research-led companies, the same things slow a process:
The model does not follow the milestones
Spend is forecast by month, while the investor thinks in results, and the two do not reconcile.
The data room is a scramble
Contracts, IP records and regulatory correspondence sit in different places and different hands.
The story is the science alone
The pitch explains the mechanism and leaves out the route to revenue that a generalist investor needs.
Funding sources differ
Venture funds, strategic partners, grants and lenders each ask for a different form of proof.
A fractional CFO with experience raising for technical companies lifts the work from the founder, building the milestone model and data room and handling diligence, including questions no investor has yet raised. The collective includes operators who have raised from venture funds, strategic partners and grant bodies, and we match for the funder you need.
Who this is for, and who it is not
Best for
- Preparing for a funding round in the next three to six months
- A data room or financial model that will not survive diligence
- Gaps in investor reporting, cap table or board resolutions
- A founder carrying every financial question personally
- Numbers and investor narrative that do not yet line up
Not for
- A business with no revenue or traction to diligence yet
- A one-off pitch deck or investor slide design
- A team that wants a document produced, not a leader embedded
- A round already closed that needs only bookkeeping
Support through the raise
We match the CFO to the round and keep our oversight around the engagement until the money lands.
Close watch during diligence
We check in weekly while diligence is live and say early if the milestone model or the data room is behind.
Funder experience to hand
The collective includes operators who have raised from venture funds, strategic partners and grant bodies.
No gap if people change
If the CFO has to step away mid-raise, we search again from the brief we hold and manage the handover.
Fit for technical companies
A CFO who understands staged science funding is worth more here than one who knows only software rounds.
From gap to investor-ready
Calibrated to your round timeline.
Fundraise assessment
We assess your current financial infrastructure, identify gaps, and calibrate to your round timeline.
CFO deployment
Your matched Fractional CFO is embedded within two to three weeks and begins building investor-grade infrastructure.
Fundraise preparation
Financial model, data room, board pack, governance, built and stress-tested before you enter conversations.
Round support and post-close
Your CFO stays through the round and transitions to execution mode. Reporting infrastructure, milestone tracking, and board presence.
Before, during and after the round
What a fractional CFO owns at each stage of a raise.
A fractional CFO leads every fundraise
Most raises need only the CFO. When diligence probes operations or technology, a COO or CTO joins from the same collective.
Executives who have raised alongside
