The workspace built for Fractional CFOs.

Qualifying engagements is inconsistent

Some clients need a financial foundation. Others need fundraise prep. Without a structured way to evaluate what they actually need, you're scoping from scratch every time.

Proposals undersell the engagement

Finance work is complex and high-value. A generic proposal template doesn't communicate the depth of what you deliver or justify the investment.

Client financial context gets fragmented

Board prep notes in one place, cash flow decisions in another, weekly close notes in email. When a client asks a question, you're hunting through three tools.

Weekly reporting is time-consuming

You track the numbers. You have the context. Writing a clean weekly update that communicates it clearly to a non-finance CEO still takes longer than it should.

Decision rationale gets lost

You recommended a revenue recognition change, chose a new bookkeeper, and restructured the chart of accounts. Six months later nobody remembers why. Without a log, you're relitigating history.

Onboarding new clients is slow

Every new CFO engagement starts with weeks of archaeology, including finding the real numbers, understanding what was done before, and figuring out what actually needs fixing first.

AI opportunity analysis

Paste discovery notes and get a finance-specific analysis, including what stage they're at, what they actually need, recommended CFO engagement type, and a precise next step.

CFO offer library

Financial Foundation, Fundraise Readiness, and Fractional CFO Retainer, pre-loaded with 2025 market-rate pricing. Proposals pre-fill from your library in one click.

Proposal generator

Scope, phases, and pricing pre-filled from your analysis. Share a link, and your client accepts online, with acceptance automatically advancing the opportunity to Won.

Client workspace

Track engagement objectives, log financial decisions with timestamps, and save board prep notes and meeting summaries. Everything organized and searchable.

Weekly update generator

The AI drafts a finance-focused client update from your workspace context. Edit it in two minutes and send. Next week's date advances automatically.

Engagement history

Original discovery notes, full analysis, and signed proposal stored in every workspace. When a client questions a financial recommendation, the context is right there.

"Intro call with a seed-stage SaaS company. No finance function at all, burning cash fast."

→ Analysis recommended a Financial Foundation engagement. I had a scoped proposal ready the same day.

"Client is 60 days from a Series A close and their data room is a mess."

→ Pulled up the Fundraise Readiness offer, adjusted the scope slightly, and sent the proposal link by end of day.

"Board asked why we changed the revenue recognition approach last quarter."

→ Decision log entry from that week. Rationale, date, and who was in the room. Answered in 30 seconds.

What CFO-specific offer templates are included?

Financial Foundation (for companies building their first finance function), Fundraise Readiness (pre-raise prep), and Fractional CFO Retainer, with market-rate pricing ranges. All editable.

Can I upload financial documents for the AI to analyze?

The opportunity analysis accepts file uploads, including PDF, Word, or .txt. Great for uploading a company's financial summary or board deck before scoping an engagement.

Does Fractional Workspace integrate with accounting software?

Not yet, integrations are on the roadmap. Currently the workspace is focused on your practice management layer, not the financial data layer.

How does pricing compare to hiring a full-time CFO?

A full-time CFO costs $250,000 to $400,000 in total compensation. Fractional Workspace costs $29/month. The tool helps you run a practice that delivers senior CFO value at a fraction of the cost.