CFO Advisory Services
CFO-Level Leadership,
Without the Full-Time Commitment
Strategic Finance Leadership
Senior CFO-level oversight to manage your finance function, guide capital allocation, and support board and investor reporting.
Transaction and Fundraise Support
Hands-on financial guidance through IPOs, SPAC mergers, M&A transactions, and venture or private equity fundraising rounds.
Interim and Fractional CFO Coverage
Experienced finance executives available on a fractional or interim basis, ready to step in quickly when your business needs leadership continuity.
100+
Successful transactions completed
20+
Years of experience
$5 - 50m
Average size of transaction
$20-200m
Average market cap of clients across tech, manufacturing & services
Our CFO Advisory Services
Fractional CFO Services
For companies that need ongoing CFO-level oversight but are not yet ready for a full-time hire, a fractional CFO provides the strategic and financial leadership your business needs at a cost structure that matches your stage.
- Financial Strategy and Planning: Develop annual operating plans, multi-year financial models, and capital allocation frameworks aligned with your business goals.
- Investor and Board Reporting: Prepare and present financial packages, KPI dashboards, and variance analysis for board meetings and investor updates.
- Cash Flow Management: Monitor liquidity, manage working capital, and maintain forward-looking cash models to keep the business on track.
- Budgeting and Forecasting: Build and maintain rolling forecasts, track actuals against budget, and identify performance gaps before they become problems.
- Finance Team Oversight: Manage and mentor your internal accounting and finance staff, bridging the gap between day-to-day operations and executive decision-making.
Transaction CFO Support
Capital markets transactions and fundraising rounds require a level of financial rigor that most internal teams are not staffed to handle alone. We step in as your transaction-focused finance lead, managing the financial workstreams so your core team can stay focused on running the business.
- IPO and SPAC Preparation: Lead the financial readiness process for going public, including audit coordination, SEC filing support, and internal controls build-out.
- M&A Financial Support: Manage the financial workstreams for buy-side or sell-side transactions, including data room preparation and purchase price allocation.
- Fundraising Support: Prepare investor materials, financial models, and due diligence packages for venture capital, private equity, or debt financing rounds.
- Financial Statement Preparation: Ensure your financial statements are accurate, GAAP-compliant, and ready for investor and regulatory scrutiny.
- Transaction Process Management: Coordinate directly with investment bankers, legal counsel, and auditors to keep the deal on schedule and on budget.
Interim CFO Placement
When a CFO departs unexpectedly or your finance function needs experienced leadership during a transition, delays are costly. We provide seasoned finance executives who can step into the CFO role quickly, maintain continuity, and stabilize the function while you plan your next hire.
- Rapid Deployment: Available to begin within days of engagement, with immediate ownership of your finance function and reporting calendar.
- Leadership Continuity: Maintain relationships with auditors, lenders, investors, and the board without disruption to ongoing reporting or compliance obligations.
- Finance Team Stabilization: Assess and support existing staff, identify gaps, and maintain operational efficiency throughout the transition period.
- Permanent Hire Support: Define the CFO role requirements, assist with the search process, and ensure a clean handoff to the incoming permanent executive.
- Process Documentation: Document key financial processes, controls, and reporting workflows so institutional knowledge is preserved and transferable.
For more information on pricing or to discuss which engagement model fits your situation, contact us directly.
Experienced CFO Advisory Across the Full Finance Function
What makes us different?
Many companies reach a point where the demands on their finance function outpace what their current team can handle. The needs vary — some companies are preparing for a transaction, others are managing rapid growth, and some simply need experienced leadership to build the right financial infrastructure. Corviniti provides CFO advisory services designed to meet companies at that inflection point, with senior-level professionals who can operate independently and deliver results quickly.
Our advisors have worked across venture-backed startups, pre-IPO companies, and established mid-market businesses. We understand the difference between what a Series B company needs from a finance leader and what a company preparing an S-1 requires. That context matters, and it is reflected in how we scope and execute every engagement.
Whether you need a fractional CFO to manage ongoing operations, a transaction specialist to guide a capital raise, or an interim executive to maintain continuity during a leadership gap, we provide the right level of support without unnecessary overhead.
We help with:
- Financial Planning and Analysis (FP&A): Build and maintain operating models, rolling forecasts, and budget-to-actual reporting that support management and board decisions.
- Capital Structure and Fundraising: Advise on equity and debt financing strategy, prepare investor materials, and support due diligence for venture, private equity, and debt transactions.
- Cash Flow and Liquidity Management: Monitor working capital, manage covenant compliance, and maintain forward-looking liquidity models.
- Board and Investor Relations: Prepare board packages, manage investor communications, and represent the finance function in external stakeholder meetings.
- Financial Reporting Oversight: Ensure timely, accurate, and GAAP-compliant financial statements for internal management and external reporting requirements.
- Internal Controls and Process Design: Build scalable financial controls and close processes that match the company’s current stage and support future growth.
- Audit and Tax Coordination: Manage relationships with external auditors and tax advisors, ensuring clean handoffs and efficient processes.
- ERP and Systems Oversight: Evaluate and oversee the implementation of accounting and financial reporting systems appropriate for your scale.
- M&A and Transaction Support: Lead the financial workstreams for acquisitions, divestitures, or going-public transactions from initial preparation through close.
- Finance Team Development: Recruit, manage, and develop internal finance and accounting staff to build a capable team as the business scales.
Related Services
CFO Advisory Services
Fractional CFO Services
Ongoing CFO-level financial leadership for companies not yet ready for a full-time executive hire.
Interim CFO Services
Experienced CFO coverage during leadership transitions to maintain continuity and stability.
Outsourced CFO
A fully outsourced CFO function providing strategic finance leadership at a scalable cost.
Startup CFO Advisory
CFO-level guidance for early-stage companies building their finance function and navigating their first capital raises.
Why Choose Us?
Senior expertise,
built for your stage
Most companies at a growth inflection point face the same problem — they need CFO-level thinking but cannot justify, or are not ready for, a full-time executive hire at that cost. Corviniti fills that gap with Big 4-trained professionals who bring transaction experience, technical accounting depth, and practical operating knowledge to every engagement. You get senior attention without the overhead of a full-time C-suite hire.
Built for high-growth companies and capital markets transactions
From Series A startups building their finance function for the first time to established companies navigating a public offering or M&A exit, Corviniti provides CFO advisory services calibrated to where you are and where you are going.
- Startup and Growth-Stage Focused
- Transaction and Capital Markets Ready
- Fractional, Interim, or Project-Based Engagements
- Big Four Experience, Boutique Attention
Contact Us To
Learn More
Call: (347) 472-1115
Email: info@corviniti.com
Tell us about your business and what you need from a finance leader right now. We will respond within 24 hours with a straightforward assessment of how we can help.
Learn More From
Frequently Asked Questions
A CFO advisor provides the same strategic and financial leadership as a full-time CFO but on a fractional, interim, or project basis. This is common for companies that need senior financial expertise — for a fundraise, a transaction, or ongoing oversight — but are not at the stage where a full-time CFO hire makes economic sense. The scope and time commitment are tailored to the company’s specific needs.
It depends on what you need and when. If you have an active transaction or fundraise, a project-based engagement focused on that workstream is usually the right fit. If you need ongoing financial leadership and reporting oversight, a fractional arrangement works better. If your CFO has recently departed and you need immediate coverage, an interim placement is typically the fastest path to stability. We discuss these options directly in our initial call.
Our CFO advisory clients range from venture-backed startups that are building their finance function for the first time to established companies with $20 million to $200 million in market capitalization. The common thread is that they need senior financial leadership that their current internal team cannot fully provide.
Yes. Our advisors operate as functioning executives, not outside consultants. That includes managing your internal accounting staff, overseeing the monthly close process, running finance team meetings, and representing the finance function to your board and executive team.
We use encrypted data rooms and secure communication channels for all client engagements. Access to financial data, strategic plans, and pre-transaction materials is limited to the specific professionals assigned to your account.
Yes. In most transaction engagements, we are one part of a broader advisory team. We coordinate directly with legal counsel, auditors, and investment bankers, and manage the financial workstreams so the overall process moves forward without gaps or delays.
Yes. This is one of the more common reasons companies bring us in. We help build or stress-test your financial model, prepare the data room, develop the financial narrative for investor presentations, and respond to due diligence questions from prospective investors.
Engagements are structured with flexibility built in. If the scope expands — due to a transaction accelerating, a new audit cycle beginning, or additional needs surfacing — we adjust accordingly. We discuss scope changes directly and transparently, without surprises.
Yes. We regularly work with foreign private issuers and companies with cross-border structures. This includes IFRS reporting, US GAAP reconciliations, and multi-entity consolidations for companies with domestic and international subsidiaries.
In most cases, we can begin within a few days of finalizing our agreement. Our onboarding process is straightforward — a brief discovery session, a clear statement of work, and secure access setup. We do not have lengthy intake procedures that delay the start of actual work.
