How we can work together

Financial clarity should grow with your portfolio.

Some developers need a second set of eyes on a funding forecast. Others need a dependable monthly finance rhythm or senior decision support. We start with the work that matters.

"Build a better picture before making a bigger commitment."DEVELOPMENTCFO APPROACH

Engagement options

Choose the depth.
Keep the same clear view.

We work with your existing accounting and development team. You don't need a full finance transformation to get useful answers.

01
Start here

Portfolio cash review

A short conversation to understand how your team manages project cash, funding timing and reporting. If there is a fit, we identify a useful next step.

  • 20-minute introductory call
  • Existing spreadsheets welcome
  • No software purchase or commitment
Complimentary20-minute introductory conversation · no chargeDiscuss your needs
02
A defined first engagement

One-project 90-day cash forecast

Build one project’s 90-day cash and capital forecast around real spending, draw and equity timing decisions. Inputs and delivery scope must be approved before payment.

  • One downside scenario and editable model
  • Written findings and a 45-minute review
  • One correction round for agreed inputs
One-time project scope$1,995 per scoped project†See fixed-scope offer
03
Stay ahead

Managed development finance

A recurring finance rhythm that keeps actuals, forecast assumptions and stakeholder reporting aligned.

  • Monthly financial update
  • Cash, contingency and capital planning
  • Portfolio and lender/investor packs
Monthly engagementQuoted after discoveryDiscuss your needs
04
Decision support

Fractional CFO

Senior financial leadership for financing decisions, operating cash, scenario analysis and conversations with capital partners.

  • Portfolio-level capital strategy
  • Ownership decision meetings
  • Corporate and project scenario planning
Custom monthly scopeQuoted after discoveryDiscuss your needs

†The $1,995 opening offer covers one approved 90-day project forecast with defined deliverables after written scope confirmation. Other service pricing requires a separate written proposal. The free introductory call does not include a completed model or spreadsheet analysis.

How this is different

Good decisions need more than a dashboard.

Financial software is useful when the underlying numbers are timely, consistently defined and understood by the people making decisions.

How the process works

Your systems

Start with budgets, draws and accounting data you already have.

Your cadence

Choose an appropriate monthly or project-stage reporting rhythm.

Your capital partners

Connect financial reporting to the questions lenders and LPs ask.

Your next move

See potential funding needs and choices while there's still time to act.

Start with clarity

Your next funding decision deserves a clearer picture.

Start with a short conversation about your active projects, draw timing and reporting process. No sales presentation required.