Finance that fuels growth.
Boutique strategic finance advisory for growth companies and investors nationwide.
Experience through prior roles and engagements.
When clients seek us out.
Structured assessment first. Senior-led finance infrastructure, reporting, and decision support follow.
- ◆Scaling beyond founder-led finance
- ◆Preparing for institutional capital
- ◆Strengthening forecasting and reporting
- ◆Improving KPI visibility
- ◆Evaluating investments or transactions
- ◆Modernizing finance operations
Selective support for complex growth.
Growth Companies
Founder-led businesses building stronger finance capabilities.
Investors & Portfolio Companies
Investment-backed teams focused on reporting and value creation.
Professional Advisors
Advisors requiring rigorous financial analysis for complex matters.
Universities & Research Institutions
Teams evaluating IP, licensing, spinouts, and emerging technology.
A limited number of engagements are accepted.
Experience where finance meets complexity.
Technology
AI · Enterprise Software · Data · Infrastructure
Financial Services
Payments · Banking · Fintech · Capital Markets
Healthcare
MedTech · HealthTech · Services · Life Sciences
Consumer Products
Retail · CPG · E-Commerce · Consumer Brands
Six capabilities. One integrated view.
Finance Infrastructure & Transformation
How the finance function operates.
Performance Management & Analytics
How the business is performing.
Strategic Planning & Decision Support
What management should plan, prioritize, and do next.
Capital Strategy & Stakeholder Readiness
How the strategy is funded and communicated to capital providers.
Growth Strategy & Market Intelligence
Where and how the company should grow.
Data & AI-Enabled Finance
How data, automation, and AI enable financial decision-making.
Assessment first. Capability built.
- Step 1
Diagnostic
Assess priorities and readiness.
- Step 2
Define
Identify the highest-value questions.
- Step 3
Design
Shape the right engagement.
- Step 4
Deliver
Build durable finance capability.
Technology-accelerated. Judgment-led.
Modern tools accelerate analysis. Senior professionals remain responsible for validation, interpretation, and recommendations.
Complex mandates. Senior attention.
Strategic finance and analytical support for complex, transaction-driven, and specialized mandates.
Explore Specialized Advisory →Strategic finance support designed around the complexity of your business.
ScaleCFO prices according to scope and complexity. Start with the complimentary Finance Diagnostic, address a discrete question in a working session, or engage ScaleCFO on an ongoing basis.
Digital Entry Point
Finance Diagnostic
Understand where finance capabilities may be falling behind.
Complimentary
5–8 minutes
Evaluate whether your finance capabilities are keeping pace with the growth and complexity of your business.
- ✓Structured assessment
- ✓Finance Diagnostic Score
- ✓Capability scorecard
- ✓Preliminary management observations
- ✓Priority areas for further assessment
- ✓Personalized digital results
- ✓Downloadable assessment report
Preliminary assessment based on management-provided information.
Advisory Engagements
Strategic Finance Working Session
Work through a specific financial or strategic issue with senior ScaleCFO advisory.
$2,000
One-time · 60 minutes
A focused senior-level advisory session designed to work through a specific financial, strategic, or capital-related question.
- ✓60-minute senior-led session
- ✓Pre-session context review
- ✓Focused financial or strategic question
- ✓Assumption challenge
- ✓Decision implications
- ✓Recommended next steps
Typical topics: forecasting, capital requirements, growth planning, performance and KPIs, resource allocation, finance infrastructure, M&A, and other strategic decisions.
Strategic Finance Advisory
Bring ScaleCFO into the ongoing strategic finance agenda.
Starting at$7,500/ month
3-month minimum
Ongoing strategic finance support for growth companies building stronger planning, reporting, performance management, and financial decision-support capabilities.
- ✓Planning & forecasting
- ✓Management reporting
- ✓KPI & performance management
- ✓Scenario analysis
- ✓Cash & capital planning
- ✓Executive decision support
- ✓Senior ScaleCFO advisory
Where appropriate and within scope
- ✓Board / investor reporting support
- ✓Financial data and analytics
- ✓Finance process improvements
Growth companies with established accounting and finance operations that need stronger strategic finance capabilities.
Scope and support level vary with complexity. Higher-complexity engagements involving transformation, capital strategy, advanced analytics, transaction support, or significant strategic initiatives are scoped separately.
Engagement scope and fees are determined based on company complexity, objectives, data environment, and required level of support. Each engagement has a defined scope, set of priorities, and level of advisory support.
Specialized or complex mandate?
Some financial questions do not fit neatly into a recurring advisory engagement. ScaleCFO undertakes select project-based mandates involving transactions, finance transformation, intellectual property and licensing economics, portfolio-company initiatives, strategic analysis, and other complex financial matters.
Custom scope
Discuss a Specialized EngagementExplore Specialized Advisory →Or contact ScaleCFO directly at contact@scalecfo.nyc
Start with the question.
Understand the finance capabilities your next stage requires.