Portfolio CFO for MDs and owners of privately held businesses
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:
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A financial model that reflects reality
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Cashflow management that removes surprises
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Reporting that drives behaviour
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Multi‑entity visibility
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Investor‑grade financials
2. Operating discipline
The business runs cleanly, with a rhythm that aligns teams and drives execution.
This includes:
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A weekly, monthly and quarterly operating cadence
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Leadership alignment
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Accountability and performance rhythm
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Systems and processes that scale
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A CEO freed from the weeds
3. Strategic CFO support
Senior judgement across the moments that matter.
This includes:
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Scenario modelling
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Strategic decision support
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Risk management and governance uplift
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Commercial analysis
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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:
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Bank‑ready cashflow models
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Lender‑ready reporting
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Due diligence preparation
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Investor confidence and communication
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Capital strategy and structure
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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:
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Team capability uplift
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Metrics that drive execution
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Operating model redesign
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Multi‑entity structure
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Preparing for capital, growth or exit
How I work
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.
Who I work with
I partner with founders and CEOs of scale‑focused SMEs who want:
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A business that runs cleanly
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A model they can trust
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A leadership team aligned to targets
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Governance that reduces risk
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Confidence in cashflow and growth
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Support preparing for funding, capital or acquisition
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A partner who can operate across finance, operations and strategy
Typically $5m–$100m revenue, multi‑entity, or preparing for growth, capital or exit
What founders say
“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