Bring consistency and visibility across your entire portfolio. Equip your portfolio companies with a dedicated embedded finance team and the infrastructure to match.
One System Across Your Portfolio
Stop dealing with fragmented reporting, varying
chart of accounts, and unpredictable data
quality. Till CFO standardizes the infrastructure
across all your investments.
Real-Time Visibility
Gain immediate insight into cash flow, runway,
and key performance indicators. We ensure
consistent quality and board-ready financials
month over month.
No Dependency on a Single Hire
Protect your investments from key-person risk.
Your founders get an entire dedicated team —
CFO operational partner, controller, financial
analyst, and AI data engineer — running on
proprietary playbooks.
Metrics We Help Your Portfolio Track
& Improve
Inconsistent financials create portfolio risk that doesn't show up until it's expensive. We deploy AI-native infrastructure to ensure these critical valuation metrics are accurate, board-ready, and available in real-time.
We standardize the chart of accounts across your portfolio to ensure EBITDA is calculated accurately and consistently. By moving finance leaders out of bookkeeping, they can focus entirely on EBITDA margin expansion.
Gross Margin Optimization
Deep, localized insights into vendor expenses and COGS. Our financial analysts and systems ensure you understand exactly where margins are bleeding before it impacts the quarterly board report.
Cash Flow & Runway Visibility
Eliminate cash surprises. We build rigorous financial models to forecast revenue, map operational expenditures, and guarantee you have absolute clarity on burn rate and runway.
Revenue Growth Architecture
We ensure proper revenue recognition controls are in place so top-line growth metrics hold up flawlessly during M&A due diligence and future funding rounds.
The Deployment Process
How we build institutional-quality financial infrastructure inside your portfolio company — fast.
STEP 1
Discovery & Integration
We map the portfolio company's
existing financial stack, identify
immediate operational fires, and
connect systems to the Till CFO
environment.
STEP 2
Health Assessment
A rigorous audit of current processes.
We identify gaps in revenue
recognition, cash flow mapping, and
compliance risks before they
escalate.
STEP 3
Infrastructure Implementation
We deploy our AI-native technology
stack, standardize the chart of
accounts, and establish the
proprietary playbooks tailored to their
growth stage.
STEP 4
Ongoing Support
The embedded team — CFO
operational partner, controller,
financial analyst, and AI data engineer
— takes over FP&A, month-end close,
and proactive board reporting.
Why the Status Quo Fails Your Portfolio
Without the right financial infrastructure, your portfolio companies carry risk
that never shows up on the cap table. Growing companies hit a stage where
the finance function can’t keep up — and a single advisor checking in a few
hours a week won’t fix it.
The Fractional CFO Illusion
Fractional works in the early stage, but it breaks down as companies grow. A
fractional CFO gives your portfolio company a few hours a week. You can't
provide real guidance without living in the operational exhaust. A single advisor
splitting time across multiple clients is inherently insufficient.
The Cost of Building In-House
Hiring a VP Finance, Controller, Analyst, and buying enterprise software costs
$550K+ and takes a year to build. Furthermore, finding a unicorn with deep
finance domain expertise and an understanding of AI-native system design is
nearly impossible today.
Only Till CFO embeds a dedicated CFO operational partner, controller, financial analyst, and AI data engineer into your business — backed by proprietary playbooks and an AI-native technology stack.
You get a full team and infrastructure, not a single advisor splitting time across multiple clients.
The True Cost of Financial Infrastructure
Building an in-house team is slow, expensive, and carries massive key-person risk.
In-House Build
$550K+
/ year
VP Finance ($150-200K)
Controller ($120-150K)
Financial Analyst ($80-100K)
Enterprise Software ($100K+)
Takes 12+ months to build & carries key-person risk.
Till CFO System
Fraction of the cost
Dedicated CFO Operational Partner
Controller & Financial Analyst
AI Data Engineer
AI-Native Tech Stack Included
Deployed immediately. Zero key-person risk.
When to Refer a Portfolio Company
The right fit is a company past its first growth inflection point hitting one or more of these inflection points:
Outgrowing Current Systems
The reporting, controls, and processes that worked at early-stage companies are breaking as they scale.
New Acquisitions
A newly acquired company that needs institutional-
grade financial infrastructure stood up fast.
Buried Finance Leaders
The finance leader is buried in transactional work with
no capacity for strategic support.
Reporting Risks
Board or investor reporting is inconsistent, late, or
requires manual scrambling every month, often due to
key-person risk.
What the Engagement Looks Like
We embed a dedicated team — CFO operational partner, controller, financial analyst, and AI data
engineer — backed by proprietary playbooks and an AI-native technology stack. Your portfolio
company gets institutional-quality infrastructure without building an in-house department.
Frequently Asked Questions
How is this different from hiring a fractional CFO for a portfolio company?
A fractional CFO is a single person giving you a few hours a week — they offer advice, but they don't fix the underlying infrastructure. Till CFO embeds a full team (CFO operational partner, controller, financial analyst, and AI data engineer) and deploys an enterprise-grade technology stack. You get execution and infrastructure, not just advice.
Do we have to mandate Till CFO across our entire portfolio?
No. While standardization is the ultimate goal, most partners start by deploying Till CFO into one or two specific companies that are experiencing an "awkward adolescence" in their growth and need immediate financial infrastructure.
How do you handle confidentiality with AI-native systems?
We are operators who have sat in the seat where this data matters. Your portfolio's financial data is logically isolated and is never used for AI model training. Furthermore, every AI-assisted output goes through strict human review gates by our controllers and analysts before it reaches you.
Can Till CFO assist with due diligence and M&A structuring?
Yes. Because we standardize the chart of accounts and maintain a rigorous month-end close process, your portfolio companies remain perpetually audit-ready. We streamline data rooms and entity structuring to accelerate fundraising and exit events.
