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Fractional CFO & Advisory Services

At delta bridge, our fractional CFOs plug into your business as strategic partners—offering clarity, control, and confidence in your numbers.

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CFO Team
Fractional CFO Business Meeting

What Is a Fractional CFO

A Fractional CFO is a seasoned financial leader who brings executive-level financial leadership to your business—without the full-time cost. They help you make smarter decisions, manage growth, improve cash flow, and prepare for funding or expansion. At Delta Bridge, our fractional CFOs plug into your business as strategic partners—offering clarity, control, and confidence in your numbers.

How Does It Works

Our Fractional CFO Services are designed to plug into your business seamlessly – giving you expert financial leadership without the overhead of a full-time hire.

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We Understand Your Needs

Every engagement begins with a deep dive into your business model, pain points, and priorities.

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We Match With Right CFO

Based on your industry size, and growth stage, we assign a CFO with the right experience and expertise.

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We Set The Scope

Whether you need strategic support, investor readiness, financial systems, or cash flow planning – we tailor the engagement to your goals.

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We Work On Your Terms

Choose flexible engagement models, ongoing retainer, part-time, project-based, or interim basis. You get senior finance leadership that fits your budget and bandwidth.

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We Deliver Outcomes

From strategic decision-making to hands-on financial operations, our CFO becomes a trusted partner – helping you grow with clarity and control.

What You Get

Flexible, Cost-Efficient Engagement

Access executive-level leadership at a fraction of a full-time salary. Scale hours up or down as your needs evolve.

Stronger Controls & Compliance

From month-end close design to policy reviews and audit prep, we tighten the control environment so you can scale confidently.

Strategic Finance Partner

Your fractional CFO drives long-range planning, builds rolling forecasts, optimizes cash, and translates data into investor-ready insights.

Seasoned CFO Expertise, On Demand

Our network of certified CFOs spans technology, real estate, hospitality, manufacturing, healthcare, and more. We match you with an industry specialist who already knows your market’s metrics, regulations, and growth levers.

Deal-Ready Guidance

Need to raise capital, navigate due diligence, or evaluate an acquisition? Your CFO structures the story, the model, and the data room—positioning you for successful negotiations.

Why It Works

Our fractional model embeds an experienced finance leader as part of your team— attending key meetings, collaborating with your accountants and controllers, and reporting directly to founders and boards—without adding permanent headcount.

At Delta Bridge, Our Model Works Because It’s:

Flexible

Scale up or down based on your business stage, complexity, or evolving priorities.

Cost-Efficient

Access seasoned CFO expertise—at a fraction of the cost of hiring in-house.

On-Demand Expertise

Across strategy, planning, reporting, funding and more…

Plug-And-Play

Our CFOs integrate seamlessly into your team and start driving impact from day one.

Outcome-Focused

From cash flow visibility to investor readiness, we deliver results that matter.

Meet Our CFOs

Explore our squad of industry-specialized CFO advisors on the Team page and discover the right expertise for your next stage of growth.

Lisa Rodriguez

Lisa Rodriguez

Real Estate Analyst, Capital Investments

Sarah Kim

Sarah Kim

Chief Operating Officer
Snapattack

Emily Johnson

Emily Johnson

Retail Operations VP
Market Trends Inc

Michael Chen

Michael Chen

CTO
TechSolutions

Sarah Kim

Sarah Kim

Chief Operating Officer
Snapattack

What Our CFOs Deliver

Whether you're a growing startup, an evolving SME, or an established company navigating change, a fractional CFO provides the strategic financial guidance you need to scale, stay compliant, raise capital, manage cash flow, or transform your finance function

Strategic Advisory & Financial Heath Check

A rapid 360° diagnostic that benchmarks your finances, pinpoints risks and opportunities, and delivers a board-ready roadmap for growth, capital strategy, and quick-win improvements.

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Business Planning & Turn Around

Rapidly stabilize cash, diagnose root issues, and launch a data-driven roadmap to profitable growth—led by seasoned turnaround CFOs who deliver immediate liquidity wins and a board-ready plan for long-term success.

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Business Performance Management

Embed real-time insight and disciplined execution into your finance function. Our fractional CFOs craft KPI frameworks, automate dashboards, and lead monthly performance reviews that deliver: Resulting quicker decisions, tighter accountability...

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Finance Transformation

Streamline and digitize your entire finance function—process redesign, cloud ERP/BI automation, and data-driven controls—so you close faster, see clearer, and scale at lower cost.

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Profitability & Cash Flow Management

Maximize margin and liquidity through unit-economics reviews, pricing & cost optimization, faster working-capital cycles, and disciplined short-/long-range cash-flow forecasting...

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Funding & Investment Advisory

Unlock Capital. Accelerate Growth. Maximize Value. Tailored fundraising and investment advisory services for startups, SMEs, and growing enterprises.

LEARN MORE →
01

Strategic Advisory & Financial Heath Check

We provide a rapid 360° diagnostic that benchmarks your finances, pinpoints risks and opportunities, and delivers a board-ready roadmap for growth, capital strategy, and quick-win improvements.

  • Balance-sheet & P&L integrity review
  • Cash-flow stress test & runway analysis
  • Ratio & KPI benchmarking against peers
  • Working-capital efficiency check
  • Vision & growth objective alignment​
  • Scenario & sensitivity modelling​
  • Capital-structure / funding strategy​
  • Risk matrix & mitigation actions
  • 90-day quick-win playbook ​
  • 12-month implementation timeline​
  • Owner / champion assignments​
  • KPI dashboard blueprint
  • Balance-sheet & P&L integrity review
  • Cash-flow stress test & runway analysis
  • Ratio & KPI benchmarking against peers
  • Working-capital efficiency check
  • Vision & growth objective alignment​
  • Scenario & sensitivity modelling​
  • Capital-structure / funding strategy​
  • Risk matrix & mitigation actions
  • 90-day quick-win playbook ​
  • 12-month implementation timeline​
  • Owner / champion assignments​
  • KPI dashboard blueprint

A concise "state of the union" scorecard pinpointing strengths, gaps and hidden risks.

A board-ready strategic roadmap that links initiatives, financing and measurable milestone

A prioritized plan that your team — or our fractional CFO's — can execute immediately.

We translate raw numbers into insights, revealing the true levers of value creation.

Engagements are led by CFOs who already know your sector's metrics, regulations, and investor expectations.

Whether you're preparing for fundraising, an acquisition, or internal alignment, our deliverables stand up to due diligence.

Act on the plan with your own team or retain us on a fractional basis to steer execution and reporting.

02

Business Performance Management

From raw data to repeatable wins. Our Business Performance Management engagement builds the metrics, systems, and cadence that let leaders spot issues early, double-down on what works, and drive company-wide accountability.

  • 13-week cash-flow overhaul​
  • Liquidity runway & covenant review​
  • Stakeholder pulse-check (banks, investors, suppliers)​
  • Expense cut & burn-rate plan​
  • Working-capital release (AR, AP, inventory)​
  • Debt refinancing / covenant renegotiations​
  • Root-cause analysis of margin, revenue, and cost issues​
  • Market & competitor repositioning​
  • Scenario modelling & break-even roadmap​
  • 3-to-5-year financial model & capital map​
  • Product / segment profitability analysis​
  • Headcount, systems, and CapEx planning​
  • PMO cadence and KPI dashboard​
  • Stakeholder communication pack​
  • Weekly/Monthly steering committees​
  • Identify value and risk drivers​
  • Define financial & operational KPIs (lag/lead)​
  • Set targets and owner accountability​
  • Integrate ERP/CRM/BI data feeds​
  • Design real-time dashboards and mobile alerts​
  • Automate variance calculations​​​
  • Monthly/quarterly business-review packs​
  • Variance & root-cause analysis​
  • Action-item tracking and follow-up​
  • Rolling 12- to 18-month model tied to KPIs​
  • Scenario & sensitivity testing​
  • “What-if” impact visualizations​​
  • Benchmarking vs. peers​
  • Process-efficiency deep dives​
  • Profit-improvement & cost-reduction roadmaps​

A concise scorecard that links daily activity to strategic goals.

One source of truth that updates automatically—no more spreadsheet wrangling.​

A disciplined rhythm that turns insight into action and keeps teams aligned.​

Clear visibility on how every lever affects revenue, margin, and cash.​

Measurable gains in productivity, margin, and cash conversion.​

Real-time decisions put insights in manager's hand before month-end closes.

Owners, targets, and timelines are baked into two review cadence

KPIs are mapped to long-range goals so every action moves the needle.

Built on cloud BI tools that grow with you and eliminate manual reporting.

  • Benchmarking vs. peers​
  • Process-efficiency deep dives​
  • Profit-improvement & cost-reduction roadmaps​
03

Finance Transformation

Reorganize, digitize, automate, and accelerate—build a finance engine that powers real-time growth. Re-engineer finance for speed, insight, and scale. Working alongside your fractional CFO, our transformation squad renovates every layer—process, systems, data, people, and governance.

  • Assess current spans, layers, and reporting lines​
  • Design future-state org chart & finance-business-partner model​
  • Overhaul management & board reporting packs and cadence. ​
  • Optimize on-shore / off-shore / outsourced mix​
  • Set service-level targets & KPI dashboards​
  • Role realignment and skills matrix​
  • Map “as-is” Procure-to-Pay, Order-to-Cash, Record-to-Report, FP&A cycles ​
  • Lean redesign & RACI clarification​
  • Automation of approvals, reconciliations, close tasks​
  • Cloud ERP/BI selection or optimization​
  • RPA bots for high-volume tasks​
  • API integrations with banks, payroll, CRM, POS​
  • Unified chart of accounts & master-data governance​
  • Segment reporting for BU / project P&L​
  • IFRS/GAAP control design & testing​
  • Assess current spans, layers, and reporting lines​
  • Design future-state org chart & finance-business-partner model​
  • Overhaul management & board reporting packs and cadence. ​
  • Optimize on-shore / off-shore / outsourced mix​
  • Set service-level targets & KPI dashboards​
  • Role realignment and skills matrix​
  • Map “as-is” Procure-to-Pay, Order-to-Cash, Record-to-Report, FP&A cycles ​
  • Lean redesign & RACI clarification​
  • Automation of approvals, reconciliations, close tasks​
  • Cloud ERP/BI selection or optimization​
  • RPA bots for high-volume tasks​
  • API integrations with banks, payroll, CRM, POS​
  • Unified chart of accounts & master-data governance​
  • Segment reporting for BU / project P&L​
  • IFRS/GAAP control design & testing​

A lean, agile finance team with clear roles and scalable reporting.

A cost-effective and agile delivery model that matches the business.

Improved close cycles, faster reporting, and fewer manual errors.

A digital ecosystem that automates tasks and frees up your people.

Audit-ready financial governance and the power to report by any dimension.

Finance becomes a strategic partner, not just a historical reporter.

Improved controls and data integrity protect against fraud and errors.

Lower operating costs from automation and optimized workflows.

Finance infrastructure that scales seamlessly with your growth.

04

Capital Advisory & Fundraising

From pre-deal strategy to post-deal integration. Our M&A team brings an investor’s lens to every transaction, ensuring you have the financial models and operational plans to realize your deal's full potential.

  • Define capital requirements & best-fit investor profiles
  • Develop investor-grade financial model & projections
  • Build pitch deck and supporting materials (CIM, data room)
  • Curate targeted list of investors (VCs, PE, banks, family offices)
  • Craft bespoke outreach messaging
  • Facilitate introductions and manage investor comms
  • Manage data room and diligence requests
  • Structure and negotiate terms (valuation, clauses, covenants)
  • Coordinate legal and accounting teams for a smooth close
  • Define capital requirements & best-fit investor profiles
  • Develop investor-grade financial model & projections
  • Build pitch deck and supporting materials (CIM, data room)
  • Curate targeted list of investors (VCs, PE, banks, family offices)
  • Craft bespoke outreach messaging
  • Facilitate introductions and manage investor comms
  • Manage data room and diligence requests
  • Structure and negotiate terms (valuation, clauses, covenants)
  • Coordinate legal and accounting teams for a smooth close

A compelling, data-backed investment story that resonates with investors.

A pipeline of qualified investor meetings.

A clean, efficient close that gets you the capital you need on favorable terms.

Our process shortens time-to-close by up to 50%.

We help you negotiate for the best valuation, caps, and governance terms.

We identify and preemptively address due diligence red flags.

05

Mergers & Acquisitions

From pre-deal strategy to post-deal integration. Our M&A team brings an investor’s lens to every transaction, ensuring you have the financial models and operational plans to realize your deal's full potential.

  • Define and screen targets based on strategic fit and financial criteria.
  • Build business case and financial model for acquisition.
  • Conduct preliminary due diligence to vet the opportunity.
  • Perform deep-dive financial analysis to validate projections.
  • Uncover hidden risks, liabilities, and one-time events.
  • Analyze operational synergies and integration costs.
  • Develop a defensible valuation using DCF, comps, and other methods.
  • Advise on deal structure and key terms (earnouts, escrows).
  • Provide negotiation support alongside your legal and banking teams.
  • Design a detailed 100-day integration plan.
  • Align financial and operational reporting.
  • Help you realize promised synergies and cost savings.
  • Define and screen targets based on strategic fit and financial criteria.
  • Build business case and financial model for acquisition.
  • Conduct preliminary due diligence to vet the opportunity.
  • Perform deep-dive financial analysis to validate projections.
  • Uncover hidden risks, liabilities, and one-time events.
  • Analyze operational synergies and integration costs.
  • Develop a defensible valuation using DCF, comps, and other methods.
  • Advise on deal structure and key terms (earnouts, escrows).
  • Provide negotiation support alongside your legal and banking teams.
  • Design a detailed 100-day integration plan.
  • Align financial and operational reporting.
  • Help you realize promised synergies and cost savings.

A short-list of qualified targets that align with your growth strategy.

A clear, unvarnished view of the target's financial health and operational risks.

A deal that is structured to protect your interests and maximize value.

A roadmap to a seamless integration, ensuring you realize the full value of the deal.

Buy the right company at the right price, with full visibility on risks.

Structure a deal that maximizes shareholder value and mitigates risk.

Ensure a successful integration that captures promised synergies.

06

Fractional CFO Services

Get the strategic insight of a seasoned CFO without the full-time salary. Our on-demand finance leaders integrate with your team to drive strategy, manage operations, and power your growth.

  • Quarterly / monthly CFO advisory & board reporting
  • KPI & trend analysis; variance & root cause analysis
  • Strategic road-mapping & business plan modeling
  • Capital needs assessment & runway analysis
  • Debt & equity fundraising strategy & execution
  • Lender & investor relations
  • Financial systems management (e.g., ERP, BI)
  • Monthly close, FP&A, & reporting oversight
  • CFO team management & capacity building
  • Quarterly / monthly CFO advisory & board reporting
  • KPI & trend analysis; variance & root cause analysis
  • Strategic road-mapping & business plan modeling
  • Capital needs assessment & runway analysis
  • Debt & equity fundraising strategy & execution
  • Lender & investor relations
  • Financial systems management (e.g., ERP, BI)
  • Monthly close, FP&A, & reporting oversight
  • CFO team management & capacity building

A dedicated financial expert and a clear financial narrative for your board.

A clear capital roadmap and a seasoned partner to execute it.

Professional financial operations that run smoothly and scale with you.

Fractional CFO services give you strategic finance leadership without the full-time cost.

Professional finance leadership inspires investor confidence and simplifies fundraising.

We work in lockstep with your leadership to ensure strategy turns into action.

Explore More From DeltaBridge

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