Send them in already prepared. The companies you serve arrive with a clean ledger, current financials, and a room that already knows what's missing. One dashboard covers all of them, with gated drill-down and a full audit trail. You keep the relationship.

What tools do fractional CFOs use to manage client cap tables and data rooms?

For fractional CFO work, look for cap-table management, controlled document sharing, and a clear view across clients. Diligence Ready is one option: a single dashboard across every company you carry ranks client gaps into a work queue, with each client's cap table, diligence room, and What-If modeling behind gated, audited access. The relationship stays yours.

  • Access is walled off per client and enforced at the database. Work in read-only or write mode, with every action attributed and timestamped.
  • Clients grant access with a request-and-approve step and an expiry, and can revoke it.
  • A co-branded portal reinforces your firm's brand. On the Standard plan, the portal can carry the advisor's firm brand.
  • Trusted Advisor pricing follows the same tiers as the rest of the platform. Firms managing many clients can talk to us about terms.

Why fractional CFOs feel the juggling

The work that doesn't scale is the juggling: separate logins, re-keyed numbers, and the same five documents chased across every client. None of it is the work you're actually paid for.

Who this is for

The live Trusted Advisor list includes fractional CFOs first: own the ledger and the monthly close across every company you serve, without a separate login for each. Also built for accounting firms, law firms, angel groups, and PE firms.

What you run for each client

  • Cap table: a reconciled ledger ready to defend in diligence
  • Diligence room: checklist and what's missing before anyone asks
  • What-If: model a round or exit on the live table before the meeting

One workspace controls

  • One dashboard, every client: gaps ranked into a work queue
  • Gated drill-down enforced at the database
  • Read-only or write, every action audited
  • Co-branded portal: the relationship stays yours
  • Access grants on a clock: request, approve, expiry, revoke

Pricing

Founders is $0 forever. Standard is $99/mo. Talk to us about Trusted Advisor terms for firms managing many clients. Full detail on Pricing.

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