Bring CFO-Level Finance
to Your Company
Most growing companies can't afford a full-time CFO, or don't yet need one. 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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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.
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.
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.
Strategic Finance
FP&A, scenario planning, and the analytical infrastructure to make confident decisions.
Learn MoreCapital Raise Prep
Investor-ready financial packages and data room management for seed through Series C.
Learn MoreM&A Strategy
Buy-side and sell-side M&A advisory for founders looking to sell their business or acquire strategically.
Learn MoreFinancial Modeling
Investor-grade financial models and board-ready forecasts built to withstand buyer and investor scrutiny.
Learn MoreBuilt for Companies
at the Inflection Point
From First Call to
Measurable Results
Free Strategy Call
A 30-minute conversation to understand your business, goals, and the financial challenges standing in your way.
Diagnostic & Scope
A rapid assessment of your financial infrastructure, gaps, and highest-leverage opportunities.
Engagement Design
A tailored engagement scoped to your needs: fractional CFO, project-based, or advisory retainer.
Embedded Execution
We get to work as a true partner, embedded in your team and accountable to measurable outcomes.
Work That Speaks for Itself
A selection of anonymized engagements across exit preparation, capital raises, and fractional CFO mandates.
Prepared financials for sale, executed quality-of-earnings prep, and ran a competitive buyer process for a founder-led software business.
Built the financial model, investor narrative, and data room for a venture-backed SaaS company at $4M ARR preparing for a Series A.
Rebuilt financial infrastructure, implemented a monthly close process, and developed a three-year strategic plan for a $12M services firm.
Structured a minority recapitalization for a founder-owned $18M consumer brand, enabling national expansion while providing partial founder liquidity.
Recent Articles
The CFO's Role in a Board Meeting: What Great Financial Leadership Looks Like
The best CFOs don't just present numbers to the board. They shape the conversation, anticipate questions, and give the board the confidence to make bold decisions.
How to Manage Burn Rate and Extend Runway Without Killing Growth
A practical guide to gross burn, net burn, the burn multiple, and the four levers that extend runway without cutting the growth investments that define your company's trajectory.
Unit Economics for SaaS: The Metrics That Actually Matter at Each Stage
CAC, LTV, NRR, payback period, gross margin: the six unit economics metrics that institutional investors scrutinize at every stage, with benchmarks by ARR band.
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.