Maximise Business Value and Thrive with Portfolio CFO Services.

Are you a PE or VC-backed business in need of a Portfolio CFO? Our Portfolio CFO services are tailored to the unique demands of investor-backed companies, focusing on driving value enhancement and growth. We connect you with a CFO who understands the rigorous reporting standards required by investors and can strengthen and nurture these crucial relationships.

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We are always searching for high-calibre, experienced CFOs to join our exceptional team.

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Hiring a Portfolio CFO for Your Business?

Are you looking to scale your business but cannot justify the commitment or cost of a full-time CFO? At iFD, we offer Portfolio CFO services to meet the requirements of investor-backed companies. Our experienced CFOs provide the financial and commercial support necessary to grow value while meeting the intense demands of your investors.

Our CFO network offers flexible support—whether a few days a week, a month or for specific projects. We match your business with a fractional, part-time, or outsourced CFO from your industry with a strong track record with investor-backed companies. This ensures they understand the unique dynamics and challenges involved, helping you maximise business value and increase the likelihood of delivering the returns your investors expect.

Why Hire a Portfolio CFO for your Business?

At iFD, we understand that businesses with investor backing have different growth ambitions, levels of accountability and risk perspectives compared to those without investment support. Hiring a Portfolio CFO provides businesses with cost-effective access to experienced, knowledgeable and commercially astute financial leadership. This approach delivers strategic finance expertise during critical times without the expense or commitment of a full-time hire. Portfolio CFOs bring extensive industry experience, fresh perspectives, best practices, and valuable contacts to drive innovation and efficiency. The role is flexible and tailored to meet your business’s specific needs as you grow. Choosing a Portfolio CFO, who understands the unique dynamics and challenges involved, will help you maximise business value, thrive in your market, and increase the likelihood of delivering the returns your investors expect.

What does a Portfolio CFO do?

A Portfolio CFO provides financial leadership tailored to your business’s needs. They set the financial strategy, help to drive growth and value, reassure investors their money is in a safe pair of hands and increase the likelihood of your investors receiving the return they expect. They oversee cash flow management, budgeting, forecasting, and financial reporting, ensuring your business operates efficiently and profitably. With their extensive industry experience, they bring fresh perspectives and best practices to optimise your financial strategy. They also enhance your credibility with key stakeholders like auditors, lenders, and investors and will build a scalable finance function. They can guide you through critical decisions such as scenario modelling, scaling operations, or helping you plan your business exit. Whether on a part-time basis or for a specific finance project, a Portfolio CFO becomes a vital voice on your management team, helping to drive your business’s growth and success.

What to Consider When Hiring a Portfolio CFO?

When hiring a Portfolio CFO, assessing their experience of working with a portfolio of companies and alignment with your business needs is crucial. Look for a CFO with a proven track record in your industry, as they’ll bring relevant insights and successful strategies to your company and be familiar with your sector’s regulatory framework. Consider their ability to integrate with your existing team and if they can offer the flexibility your business requires—whether for a few days a week, a few days a month or just for a specific project. Evaluate their approach to problem-solving and strategic planning and ensure they can provide the financial leadership needed for your particular challenges and goals. Finally, clarity on the scope of their role and expected outcomes will ensure a successful partnership that drives your business forward.

How We Tailor CFO Solutions to Your Business Needs.

Understand Your Business Needs

We begin by carefully listening to your specific requirements and gaining a deep understanding of your business challenges and goals.

Develop a Custom Strategy

We craft a tailored plan that outlines how iFD’s expertise can best support your financial needs and drive your business forward.

Connect You with the Right CFO

We match you with a highly qualified CFO whose experience and skills align with your unique needs, ensuring a seamless and effective partnership.

Ready to Hire a Portfolio CFO?

Get the financial expertise your business needs to grow and thrive with a Fractional CFO. Start the process today and drive your business towards financial success.

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Why You Should Choose iFD For Your Portfolio CFO.

We Have You Covered

Our UK-wide network of CFOs ensures we can meet your financial needs wherever you are located. Our CFOs bring extensive experience across multiple industry sectors, including technology, construction, biotech, e-commerce and energy. Additionally, we have specialist expertise in exit planning, fundraising, budgeting and forecasting and management reporting. We connect businesses with top-tier financial talent, helping start-ups and SMEs thrive and grow in a competitive market.

Behind every iFD CFO is a team of specialists

As part of the Dains group of companies, a PE-backed business advisory firm, behind every iFD CFO is a team of accounting and HR professionals as well as a team of 600+ other finance professionals. This means iFD clients can access a wide range of additional expertise from accounting, HR, tax planning and advice, fundraising, exit planning, corporate finance and everything in between. Unlike agencies, we are a consultancy dedicated to tailoring our services to meet your specific business challenges, delivering personalised and strategic financial solutions.

We Are trusted By Our Clients.

Mario: CEO, The Flavour Trailer

“Working with our fractional CFO has completely transformed our approach to financial management. The detailed cash flow forecasts and strategic financial models they’ve developed have given us a clear roadmap for growth. This newfound ability to plan effectively has not only improved our decision-making but has also directly contributed to doubling our revenue. It’s been a game changer for The Flavour Trailer.”

Robin, MinaTherapeutics

“Isosceles has been a vital partner since 2019. Their support includes a Fractional FD with extensive biotech sector experience and regulatory knowledge, a team of fractional accounting professionals, access to an HR consultant, a dedicated payroll team, whilst liaising with specialist tax advisors skilled in producing complex R&D tax credit claims. Their flexible services and highly experienced teams have been invaluable to our success.”

Frequently Asked Questions.

How does a Portfolio CFO differ from a full-time CFO?

A Portfolio CFO works part-time across multiple companies, managing financial strategy and operations. They provide expert guidance on scaling, investor relations, and key events like fundraising or acquisitions, offering a flexible, cost-effective alternative to a full-time CFO. They are familiar with the unique demands of investors and will help you manage these relationships effectively.

How can a Portfolio CFO enhance your company’s performance?

A Portfolio CFO leverages knowledge and synergies from multiple companies by implementing best practices and successful strategies to enhance efficiency. They introduce innovative solutions by cross-pollinating ideas, facilitate networking opportunities among similar companies for collaboration, and enhance risk management by applying insights gained across different industries.

How does a Portfolio CFO work with existing finance teams within portfolio companies?

A Portfolio CFO acts as a strategic partner to the existing finance teams within portfolio companies. They provide guidance, mentorship, and support while ensuring alignment with the overall portfolio strategy. By leveraging their expertise, they help to develop and implement best practices, improve financial processes, and build stronger financial capabilities across the portfolio. This collaborative approach enhances the finance function’s effectiveness and drives better financial outcomes for each company.

How quickly can a Portfolio CFO start working with my portfolio?

A Portfolio CFO can typically start working with your portfolio within a few days to a couple of weeks, depending on availability and your specific needs. The onboarding process involves understanding your portfolio companies, reviewing financials, and setting clear objectives. This rapid deployment is one of the key advantages of hiring a Portfolio CFO, allowing you to address urgent financial challenges or capitalise on growth opportunities without delay.

Like what you’ve heard?

Get in touch to find out more about how we can help your business.