Fractional CFO & financial operations

Run the numbers like they run the company.

Meridian embeds senior finance leadership inside growth-stage companies — building the models, the close, and the board reporting that let founders decide with precision instead of instinct.

Engagement spec
ModelFractional
CadenceMonthly close
Onboarding14 days
Board-readyQ1
CommitmentNo lock-in
$1.4B
Capital advised
70+
Companies served
6day
Avg. monthly close
98%
Retained past year one

What we operate

A full finance function, sized to your stage.

SEC 01 / CAPABILITIES
01Core

Financial modeling

Driver-based three-statement models, scenario planning, and unit economics you can actually defend in a raise.

02Core

Close & reporting

A tight monthly close, GAAP-clean books, and board packs that land the day the month ends — not three weeks later.

03Core

Cash & runway

Thirteen-week cash forecasting, burn discipline, and early-warning thresholds so runway is never a surprise.

04Growth

Fundraise support

Data rooms, diligence prep, and the numbers narrative — we sit beside you through the term sheet.

05Growth

Systems & controls

The right stack — ERP, billing, spend — wired together with controls that scale past your next headcount doubling.

06Advisory

Strategic finance

Pricing, margin, and capital-allocation calls — a senior partner in the room when the decision actually matters.

How the engagement runs

The engagement, specified.

SEC 02 / MODEL
01Scope
A fractional finance chief plus a supporting analyst — senior ownership, not a hand-off to juniors. Sized between two and six days a month against your stage and burn.
02Cadence
Weekly cash sync, a six-day monthly close, and a board pack delivered on a fixed calendar. You always know what lands, and when.
03Deliverables
The model, the close, KPI dashboards, the board deck, and the data room — owned and maintained by us, handed back clean if you bring finance in-house.
04Onboarding
Books diagnosed and the model stood up inside fourteen days. Board-ready reporting by the close of your first full quarter.
05Terms
Flat monthly retainer, no equity, no lock-in. Thirty days' notice either way — the relationship stays because it works, not because it's bound.

Measured outcome

21days
Median reduction in monthly close time across our book.

— Meridian portfolio benchmark, FY2025

Start here

Book a finance review.

Ninety minutes on your books, model, and runway — no obligation, and you keep the findings whether we work together or not.