Services

Enterprise-grade financial leadership for PE-backed and founder-led companies - without the full time cost.

Fractional CFO & Strategic Finance Leadership

We become your embedded finance leader, partnering with your management team to drive strategic decisions.

What we deliver:

Strategic financial leadership and oversight for growing businesses
Board-ready presentations and investor relations support
M&A strategy, deal evaluation, and integration planning
Cash flow forecasting and capital allocation strategies
Exit readiness assessment and value optimization
FP&A team building and capability development

If you are heading into a fundraise, a board conversation, or a transaction and you do not have a senior financial voice in the room, that gap is costing you. This is what we were built for.

Management Reporting & Budgeting Systems

Build the financial infrastructure that scales with you. We design reporting and budgeting processes that create clarity and accountability across your organization.

What we deliver:

Custom management reporting packages with actionable KPIs
Annual budgeting process design and facilitation
Segment and product-line profitability analysis
Driver-based budgeting methodologies aligned to strategy
Performance monitoring with automated variance explanations
Business intelligence dashboards that tell your financial story

If your team is making strategic decisions without a clear view of where margins, costs, and cash are actually heading, you do not have a reporting problem — you have a visibility problem. This fixes it.

AI-Powered FP&A & Forecasting

Replace static spreadsheets with intelligent financial models that adapt to your business. We leverage AI and advanced analytics to deliver faster, more accurate insights.

What we deliver:

Multi-scenario planning models with AI-assisted sensitivity analysis
Rolling forecasts that automatically integrate operational KPIs
Predictive analytics for revenue, costs, and cash flow trends
AI-enhanced variance analysis that identifies performance drivers
Automated executive dashboards with real-time business intelligence
Machine learning models for pricing optimization and demand forecasting

If you are still running your business on static spreadsheets and month-old reports, you already know the problem — by the time the numbers are ready, the decision has already been made. This is where that changes.

Flexible Engagement Models

Three engagement models designed to meet you at your current stage — with the flexibility to scale as your needs evolve.

Monthly retainer
Fractional CFO and FP&A
$6,500 – $11,500 per month

Ongoing fractional CFO partnership at 8–15 hours per month. Full FP&A ownership, board and investor reporting, cash flow management, and strategic financial counsel — delivered at the right level of commitment for your stage.

Best for sustained growth

Fixed-fee project
FP&A operating plan
Most popular

$24,000 – $26,000

fixed fee | 60–90 days

A complete annual operating plan and FP&A infrastructure — integrated three-statement financial model, annual budget, rolling forecast methodology, KPI framework, and board reporting package. You own everything at delivery.

Ideal pre-fundraise or post-close

Hourly advisory
Strategic finance consulting
$300 per hour

Targeted advisory on specific financial questions — capital structure decisions, fundraising preparation, M&A diligence support, board presentation review, or investor model feedback. Engagement scoped to your exact need.

Flexible and on-demand

"When tariffs hit, we had two weeks to get new pricing to our buyers or risk losing key accounts. We had no idea which products could absorb increases, which needed to be repriced strategically, and which we should discontinue. Marginal Gains built models showing exactly how each SKU would perform under different scenarios and gave us the confidence to negotiate from strength. We kept every major account, maintained our margins, and actually came out with a cleaner, more profitable product mix."
- CPG Client, Novato

"We thought we knew our business, but we were making decisions on gut feel. The profitability analysis revealed we were losing money on services we thought were winners. Now we know exactly where every dollar comes from and goes."

Software Client , San Francisco

“Before Marginal Gains, Sales and Operations were working from different spreadsheets and making competing promises. Now we have one source of truth and our inventory investment is finally under control.”

CPG Sports Nutrition Client, Petaluma

"We had great technology but couldn't articulate our financial potential. Marginal Gains translated our business into investor language and built the models that gave VCs confidence in our path to profitability. The quality of our financial materials set us apart."

SaaS Client, Mountain View

"We went from spending all our time creating reports to actually analyzing what the data means. The speed at which we can now evaluate strategic options has fundamentally changed how we run the business."

Biopharma Client, Berkeley