Fractional CFO, CRO, and combined CFO/CRO leadership for early-stage consumer and small-business lenders—plus focused projects in forecasting, credit risk, and executive reporting.
For smaller lenders that need one executive to establish both functions, connect financial results to portfolio behavior, and advise the founder through the next stage of growth.
Create the planning, performance, liquidity, and decision-support discipline needed to understand runway, unit economics, funding requirements, and the financial consequences of growth.
Establish the credit strategy, monitoring, governance, and independent judgment needed to identify portfolio problems early and communicate them clearly.
Build a forward-looking management model that links originations, revenue, credit performance, funding costs, liquidity, operating expenses, and cash runway.
An independent review of underwriting, portfolio trends, concentrations, risk reporting, and emerging vulnerabilities—with practical priorities for management.
Design a concise reporting package that gives executives, boards, investors, and funding partners a consistent view of financial and credit performance.
Engagements can begin with a focused project or ongoing fractional leadership, then expand as the company grows.
Discuss the right configuration↗