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 approaching $10M+ in revenue and your finance function hasn't scaled with you
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