Portfolio CFO Services That Build Clarity, Rhythm and Capital Readiness

What I do

I work with founders who need:

1. Financial clarity

The numbers tell the truth — clearly, consistently and in a way that drives decisions.

This includes:

A financial model that reflects reality
Cashflow management that removes surprises
Reporting that drives behaviour
Multi‑entity visibility
Investor‑grade financials

2. Operating discipline

The business runs cleanly, with a rhythm that aligns teams and drives execution.

This includes:

A weekly, monthly and quarterly operating cadence
Leadership alignment
Accountability and performance rhythm
Systems and processes that scale
A CEO freed from the weeds

3. Strategic CFO support

Senior judgement across the moments that matter.

This includes:

Scenario modelling
Strategic decision support
Risk management and governance uplift
Commercial analysis
Board and investor communication

4. Capital readiness & funding support

Growth often depends on capital — and capital depends on being ready.

I help founders prepare for and secure the funding required for growth, including bank finance, asset finance, working capital facilities and investor‑ready financials.

This includes:

Bank‑ready cashflow models
Lender‑ready reporting
Due diligence preparation
Investor confidence and communication
Capital strategy and structure
Support through funding processes and negotiations

This is the same capability that powered the growth of major CFO firms globally — and it’s now a core part of your Portfolio CFO offering.

5. Growth and scale

The business becomes scale‑ready — structurally, financially and operationally.

This includes:

Team capability uplift
Metrics that drive execution
Operating model redesign
Multi‑entity structure
Preparing for capital, growth or exit

Every engagement is tailored, but the work typically follows a clear sequence:

1. Clarity. We build a financial and operating model that becomes the single source of truth.

2. Rhythm. We establish a cadence that keeps the business moving and aligned.

3. Alignment. We bring the leadership team together around the same numbers, priorities and outcomes.

4. Execution. We embed systems, processes and reporting that make the business easier to run.

5. Funding readiness. We prepare the business for capital — bank‑ready, investor‑ready and due‑diligence‑ready.

6. Strategic partnership. I work directly with the founder on decisions, growth and the moments that matter.

This is hands‑on, senior‑level work.
No templates. No juniors. No noise.

How I work

Who I work with

I partner with founders and CEOs of scale‑focused SMEs who want:

A business that runs cleanly
A model they can trust
A leadership team aligned to targets
Governance that reduces risk
Confidence in cashflow and growth
Support preparing for funding, capital or acquisition
A partner who can operate across finance, operations and strategy

Typically $5m–$100m revenue, multi‑entity, or preparing for growth, capital or exit

“CFO Evolve reset our financial processes, rebuilt our reporting for growth, and guided us through the big strategic moments. Their impact has been transformational.”
Managing Director, Marketsoft

“CFO Evolve led multiple acquisitions for us — driving due diligence, building the cashflow analyses required for bank approval, and strengthening our finance function.”
CEO, IMO

What founders say

Ready to create clarity, control and funding‑ready growth?

Let’s talk about what’s happening in your business and what needs to change.

Book a 20‑minute clarity call