Strategic finance — built around founders.
Frank Li
Founder & Managing Partner · New York City
Frank Li founded ScaleCFO to help founder-led companies build the financial infrastructure required to support sustainable growth. His experience spans strategic finance, FP&A, corporate development, business analytics, and operational finance across technology companies, private equity environments, and growth-stage organizations.
Finance should be a strategic operating function — not simply a reporting requirement. Every engagement is designed to leave clients with stronger systems, clearer reporting, and practical frameworks that continue creating value long after the engagement concludes.
A career built across finance, operations, and technology.
Experience
- Finance & strategy leadership across growth-stage technology companies
- Advisory engagements with founders raising seed through Series C
- Private equity portfolio support and value creation planning
- Built finance functions for B2B SaaS, AI/infrastructure, and fintech operators
Focus Areas
- Fractional CFO partnerships & board reporting
- Fundraising support, data room prep, and investor materials
- FP&A, scenario modeling, and unit economics
- Finance automation and AI tooling for modern operators
Client Work
Tesla · Fetch Rewards · NVIDIA · The Carlyle Group · eBay · Blackstone
Based in
New York-based boutique strategic finance advisory firm serving founders and growth-stage companies across the United States.
“ScaleCFO intentionally maintains a selective client portfolio to ensure senior-level attention, tailored recommendations, and long-term strategic partnerships rather than transactional consulting.”