Empower Strategic Growth with Portfolio FD Services.

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

Hire a FD

Looking For a Portfolio FD Role?

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

Join Us

Hiring a Portfolio FD for Your Business?

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

Our FD 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 FD 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 FD 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 FD 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 FDs 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 FD, 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 FD do?

A Portfolio FD delivers strategic financial management, optimising portfolio performance through robust budgeting, forecasting, and cash flow management. With deep industry knowledge, they enhance financial reporting, streamline operations, and ensure that each business within the portfolio adheres to best practices. A Portfolio FD also mitigates financial risks and supports profitable growth across all ventures. As trusted advisors, they boost stakeholder confidence, improve resource allocation, and position your portfolio for long-term success.

What to Consider When Hiring a Portfolio FD?

Selecting the right Fractional FD requires careful consideration. Prioritise industry expertise and alignment with your portfolio’s specific needs. Assess their ability to collaborate effectively with your team and adapt to evolving challenges. A proven track record in strategic financial planning and problem-solving is essential. Clearly defined expectations and a shared vision will ensure a successful partnership driving long-term portfolio value.

How We Tailor FD 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 FD

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

Ready to Hire a Portfolio FD?

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

Hire a FD

Why You Should Choose iFD For Your Portfolio FD.

We Have You Covered

Our UK-wide network of FDs ensures we can meet your financial needs wherever you are located. Our FDs 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 FD is a team of specialists

As part of the Dains group of companies, a PE-backed business advisory firm, behind every iFD FD 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.

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.”

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.”

Frequently Asked Questions.

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

A Portfolio FD 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 FD. They are familiar with the unique demands of investors and will help you manage these relationships effectively.

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

A Portfolio FD 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 FD work with existing finance teams within portfolio companies?

A Portfolio FD 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 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 FD start working with my portfolio?

A Portfolio FD 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 FD, enabling you to address urgent financial challenges or seize growth opportunities without delay.

Like what you’ve heard?

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