9SOCIAL PROOF

The CFOs who said yes first.

Our Founding 10 partners are among the most credentialed fractional CFOs in the startup ecosystem. Here's who they are — and why they joined.

5

Founding Partners

70+

Years Combined Experience

Filter by vertical:
FP

Founding Partner #1

CPAMBA

Ex-KPMG · 15+ years

SaaSFintech

"I was capping out at 6 clients. Fintera's infrastructure was the only path to scale without sacrificing quality."

4 clients active on Fintera

FP

Founding Partner #2

CPA

Ex-Deloitte · 18+ years

SaaSE-commerce

"The rev share alone pays for my team. The leads are a bonus."

7 clients active on Fintera

FP

Founding Partner #3

CPACMA

Ex-PwC · 12+ years

Healthcare Tech

"My clients finally get Day 5 BD closes. My reputation has never been better."

5 clients active on Fintera

FP

Founding Partner #4

CPAMBA

Ex-EY · 16+ years

FintechSaaS

"The exit terms were the last thing I needed to see. One-year commitment, clean exit clause, data portability, I keep my clients."

6 clients active on Fintera

FP

Founding Partner #5

CPA

Ex-KPMG · 11+ years

SaaS

"The lead gen isn't magic, but it's real. Three qualified introductions this quarter I'd never have found on my own."

4 clients active on Fintera

Founding Partner · Position Available

Founding Partner · Position Available

Founding Partner · Position Available

Founding Partner · Position Available

Founding Partner · Position Available

"

I was capping out at 6 clients. Fintera's infrastructure was the only path to scale without sacrificing quality. The close quality is genuinely better than what I was producing myself.

FP
Founding Partner #1CPA, MBA· 4 clients on Fintera

Trusted by the investors who fund your clients.

Built for venture-backed startups and the investors behind them.

"We recommend Fintera to our portfolio companies that need CFO-grade finance without the full-time hire. The quality is institutional; the price is startup-appropriate."

[Partner Name] — [VC Firm]

(Name withheld pending partnership agreement)

We are being deliberate about who we invite into the founding cohort. Not every CFO is a fit.

Apply for a Founding Partner Position →

What it looks like in practice.

Stories below are representative of the Fintera partner experience. Individual outcomes vary.

Photo

CFO OUTCOME

The CFO who doubled her practice in 12 months

Jennifer — fractional CFO, 12 years experience, 4 SaaS clients before Fintera

The challenge: At 4 clients, Jennifer was at capacity. Every hour she wasn't advising, she was closing books. Her pipeline was nonexistent — she was too busy to prospect.

Fintera's role: Fintera took over close execution across all 4 clients. Jennifer reclaimed 30+ hours per month. In month 3, she onboarded 3 Fintera-sourced clients.

7 clients within 6 months. $340K annual — up from $180K.

"I stopped thinking of myself as a bookkeeper with strategic opinions. I'm a CFO now — full stop."

FOUNDER OUTCOME

The Series A that almost didn't happen

Marcus — CEO of a 30-person SaaS company, $2.4M ARR

The challenge: During Series A due diligence, the lead investor flagged that Marcus's financials were two months behind and couldn't reconcile with bank statements.

Fintera's role: Fintera onboarded in 48 hours, completed a catch-up close for the prior 3 months, and produced the investor-grade data room package.

$8M Series A closed.

"We would have lost that round. I don't say that for dramatic effect. The numbers weren't there."

Photo

CFO + FOUNDER OUTCOME

The partnership that compounds

A CFO partner brought a 2-year client relationship to Fintera. Close quality improved immediately — Day 5 BD close on the first month. The founder raised a bridge round 6 weeks faster because the data room was investor-ready. The CFO added 3 more clients in the same vertical by month 4, citing the quality proof as his best business development tool.