The CFO Your Business Needs - Powered by AI, Backed by Experience
ENGAGEMENT MODELS
Fractional, Interim, or Project CFO — We Match the Model to Your Needs
Fractional CFO
BEST FOR: ONGOING STRATEGIC LEADERSHIP
A true member of your leadership team — attending meetings, partnering with your CEO and board, and owning the financial function. Typically 2–4 days per month, delivering world-class CFO impact at a fraction of the cost.
Ongoing FP&A and forecasting, AI-powered
Monthly close oversight and reporting
Board deck preparation and investor comms
Cash flow and capital allocation guidance
KPI framework and executive dashboard
Interim CFO
BEST FOR: LEADERSHIP TRANSITIONS & TRANSACTIONS
When you need a senior finance leader in place quickly — and you can't afford a gap — Traverse deploys an experienced interim CFO within days. Our AI-enabled onboarding means they're productive from day one.
CFO departure or extended leave
Capital raise or equity transaction support
M&A and sell-side process management
Turnaround or financial restructuring
Rapid finance infrastructure build
Project CFO
BEST FOR: DEFINTED SCOPE, SPECIFIC DELIVERABLE
Some financial needs are acute and scoped. A senior finance leader owns a specific deliverable from kickoff to completion — then hands off a system that runs without them.
Financial model build or rebuild
ERP selection and implementation
First-time board reporting infrastructure
Pre-raise data room and investor materials
Ongoing FP&A and forecasting, AI-powered
HOW IT WORKS
Up and Running in Days, Not Months
DAYS 1-3
Discovery
We spend focused time understanding your business: your financials, your systems, your growth goals, and where the pressure is. No generic assessments — just surgical diagnostic work.
DAYS 3-7
Deployment
Your Traverse CFO connects to your ERP, bank feeds, and reporting stack. Our AI tools immediately build your baseline model, 13-week cash forecast, and executive dashboard.
ONGOING
Ongoing Partnership
Weekly touchpoints. Monthly close and board reporting. Continuous forecasting. You have direct access to a senior finance leader who knows your business — and a technology layer that keeps you ahead of it.
WHO WE SERVE
Built for Companies That Are Outgrowing Their Finance Function
You're growing in revenue and your finance function hasn't scaled with you
Industries We Serve
You're preparing for a Series A, B, or growth equity raise and need institutional-quality financials
You've received PE or VC backing and need a finance leader who operates at that level
You're running blind — no real-time cash visibility, no rolling forecast, no KPI framework