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.
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
Live partner 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 partner terms for firms managing many clients. Full detail on Pricing.