Fractional CFO Services

Experienced C-suite level advice and support to help growing tech businesses

deliver transformation and business change.

Technology growth expertise

Napleton advisory works with VC funded software / tech companies to help companies grow and prepare for exit.

Specific expertise in B2B Saas software company business models and metrics.

Delivering value from day one

Bringing experience from multiple exit transactions and previous transformation and growth stories from similar companies, Napleton will help you build the business and prepare for a smooth exit transaction.

Transformation projects

Recommendations and delivery of margins, profit and working capital improvements, including:

  • Specific reorganisation eg carveout or product changes.
  • Margin and costs detailed analysis and benchmarking.
  • Support in implementing operational and commercial KPI and metrics frameworks.
  • Recommendations and project management for finance & cost initiatives.
  • Process and controls reviews, automation, pricing and margin improvements.
  • Equity financing rounds
  • Debt financing and refinancing

Preparation for exit

Assessment of readiness and preparation of key teams for future diligence processes. for example:

  • Financial reporting readiness
  • Planning & Forecasting models and processes
  • Advance review of key areas of Tax, legal, HR compliance to allow early rectification where necessary
  • Corporate structure and company secretarial preparation
  • Coordination with external advisors as required

Exit transaction support

Support for management teams during transaction phase, which may require any of the following:

  • Coordinating project management alongside your banking advisor,
  • Coordinating diligence processes within internal teams.
  • Managing shareholder communications if required
  • Hands-on support for specific areas of analysis or shareholder processes where required

Flexible ways of working

Flexible arrangements

  • From half days to 4 days per week
  • Hybrid or on site in Central London
  • Short commitments based on estimated project length
  • Flexible level of involvement in early preparation stages

Get in touch to discuss your requirements.

enquiries @ napleton.co.uk