You can leave. Your existing clients stay yours.
We've structured Fintera's partner relationship to protect you — not to trap you. Here is exactly what the terms look like.
A 1-year partnership. Clear terms. Mutual commitment.
Fintera is a 1-year partnership agreement. Both parties commit to the relationship for one year — this protects your client pipeline continuity and ensures Fintera invests fully in your practice growth. Renewal is automatic unless either party provides 90 days notice.
Your existing clients are always yours.
Every client you brought to Fintera remains yours if you exit. You may continue serving them independently after departure. Fintera-sourced clients stay with Fintera — they were generated by Fintera's pipeline, not your network.
As a Founding CFO, new client engagements are contracted through Fintera.
New client engagements are contracted through Fintera's infrastructure to ensure consistent delivery quality and protect your reputation. Clients you had before joining are not affected. See the full ownership matrix for details.
Take your data. All of it.
All financial data, close history, client records, and reporting deliverables are exportable in standard formats (CSV, PDF) within 48 hours of your request. Nothing is locked to Fintera's platform.
Common Questions
"I built Fintera to attract the best fractional CFOs in the startup ecosystem. That means the terms have to be ones you'd sign if we had no leverage over you. These are those terms."
— Fintera Leadership
Your clients' data. Handled with precision.
The client's data belongs to the client — always.
All financial data in Fintera's platform belongs to the startup client, not to Fintera and not to you. Fintera is a processor, not a controller, of client financial data. Clients may export or delete their data at any time.
We may use anonymized benchmarking data — with consent.
With explicit opt-in from client founders, Fintera may use aggregated, anonymized financial data to produce benchmarking reports (e.g., 'State of Startup Finance'). No individual client's data is identifiable in these reports. Opting out has no effect on service quality.
Fintera's confidentiality obligations to you.
Fintera will not disclose your client list, your earnings, your partnership terms, or any information you share with Fintera to any third party without your written consent — except as required by law.
Clean exit. Complete data return.
Within 48 hours of your exit as a partner, you receive a complete export of all your clients' financial data in CSV and PDF format. Fintera retains copies for legal compliance purposes only, and deletes all operational copies within 30 days.