Fractional CFO & Strategic Finance Advisory

Scale Faster.
Maximize Enterprise Value.

Pelagic Partners brings institutional-grade financial leadership to venture-backed startups, growth-stage SaaS companies, and founder-led businesses preparing for exit — without the full-time overhead.

Scale with CFO-level financial leadership.
Prepare your company for a premium exit.
Turn financial data into strategic advantage.
0+
Years Finance Leadership
$0M+
Capital Raised
$0M+
Scaled ARR
$0M+
M&A Transaction Experience
Why Pelagic Partners

Bring CFO-Level Finance
to Your Company

Most growing companies can't afford — or don't yet need — a full-time CFO. But they still face the same financial complexity: fundraising, unit economics, board reporting, M&A, and exit readiness.

Pelagic Partners embeds directly into your business as a trusted strategic finance partner, delivering the same rigor and judgment you'd expect from a seasoned CFO — at a fraction of the cost.

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Strategic finance advisory
Primary Services

Two Core Practices,
One Strategic Partner

Pelagic Partners focuses on two high-impact service areas where strategic finance leadership creates the most value for growing companies.

Core Service

Fractional CFO

Scale with CFO-level financial leadership.

Embedded CFO leadership without the full-time cost. Board reporting, KPI frameworks, financial infrastructure, and strategic oversight for venture-backed and growth-stage companies.

Board & investor reporting
KPI frameworks & unit economics
Finance team building
Strategic financial planning
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Core Service

Exit Planning & Readiness

Prepare your company for a premium exit.

Maximize enterprise value before a sale. From quality of earnings preparation to EBITDA optimization and buyer-ready financials — we help founder-led businesses run clean, competitive sale processes.

Exit readiness assessment
Quality of earnings preparation
EBITDA & valuation optimization
M&A process management
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Strategic Finance

FP&A, scenario planning, and the analytical infrastructure to make confident decisions.

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Capital Raise Prep

Investor-ready financial packages and data room management for seed through Series C.

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M&A Strategy

Buy-side and sell-side M&A advisory for founders looking to sell their business or acquire strategically.

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Financial Modeling

Investor-grade financial models and board-ready forecasts built to withstand buyer and investor scrutiny.

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Who We Serve

Built for Companies
at the Inflection Point

Venture-Backed Startups
Seed through Series C companies needing investor-grade financial infrastructure from day one.
Growth-Stage SaaS Companies
Scaling ARR, managing burn, and building the metrics that matter to institutional investors.
Founder-Led Businesses Preparing for Exit
Owners who want to maximize enterprise value and run a clean, competitive sale process.
Lower Middle Market ($5M–$100M Revenue)
Established businesses that need strategic finance leadership to reach the next level.
Founders collaborating
How We Work

From First Call to
Measurable Results

01

Free Strategy Call

A 30-minute conversation to understand your business, goals, and the financial challenges standing in your way.

02

Diagnostic & Scope

A rapid assessment of your financial infrastructure, gaps, and highest-leverage opportunities.

03

Engagement Design

A tailored engagement — fractional CFO, project-based, or advisory retainer — scoped to your needs.

04

Embedded Execution

We get to work as a true partner, embedded in your team and accountable to measurable outcomes.

Timothy C. Jackson
About the Founder

Timothy C. Jackson

Tim is a senior finance executive with 20+ years of experience scaling venture-backed technology companies. As SVP Finance at Drata, he helped grow the company from pre-revenue to ~$150M ARR, raised ~$400M in institutional capital, and led a ~$250M acquisition.

Prior to Drata, Tim served as Head of Finance at Qualcomm Ventures, managing fund financials and partnering on growth-stage investments. He holds an MBA from UC San Diego, Rady School of Management, a JD from UCLA School of Law, and a BS in Finance from Boston College.

Ready to Prepare Your Business for a Premium Exit?

Book a free 30-minute strategy call. No obligation — just a candid conversation about your goals.

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