01
Revenue between $2M and $20M
Past first traction, before a full-time CFO is the right hire. The window where strategic finance creates the most leverage.
Fractional CFO Services
Senior financial leadership, without the senior salary.
We embed experienced CFOs into growing companies between $2M and $20M in revenue — so founders can stop guessing and start scaling with clarity.
Trusted by 40+ founder-led companies across SaaS, DTC, and professional services.
Finance leadership for companies like
- Northvale
- Linden & Co.
- Harborline
- Aperture
- Quill Labs
- Westmark
- Rowan
Who we work with
Built for the stage between scrappy and scaled.
02
Founder-led, growth-focused
You make the calls. You want a partner who will sit beside you in the rooms that matter — not a vendor who sends decks.
03
Ready for strategic finance, not just bookkeeping
Your books are in order. What you need now is forecasting, capital strategy, and a finance function that drives decisions.
Services
What a Meridian CFO does for your business.
Four areas where senior finance leadership compounds. Most engagements blend two or three; the mix evolves with your stage.
01Service
Strategic Financial Planning
A finance function that sees around corners. We turn the messy reality of a growing business into models you can actually run decisions through.
- Forecasting & scenario models
- Operating plans & budget reviews
- Board-ready financial reporting
02Service
Fundraising & Investor Relations
We sit on your side of the table when it matters most — translating your business into the numbers and narrative investors fund.
- Pitch deck financials & data room
- Diligence preparation & response
- Investor updates & cap table strategy
03Service
Cash Flow & Operational Finance
The day-to-day mechanics of a healthy business. We make sure the runway you think you have is the runway you actually have.
- 13-week cash runway management
- Unit economics & contribution margin
- Pricing strategy & gross-margin work
04Service
Exit & Transition Readiness
Whether you are 12 months or three years out, we get the financial story positioned for the outcome you want — quietly, in the background.
- M&A preparation & sell-side support
- Financial cleanup & QoE prep
- Valuation positioning & negotiation
How we work
A senior CFO, embedded in your business.
- 01
Discovery Call
We learn your business, goals, and the pressure points you are actually feeling — not the ones on a generic intake form.
- 02
Engagement Design
We scope the right level of involvement — typically five to twenty hours per week — and match you with the CFO whose operator background fits your stage.
- 03
Embedded Leadership
Your CFO joins your leadership rhythm — board meetings, exec syncs, investor calls — as part of the team, not a vendor.
- 04
Strategic Reviews
Quarterly check-ins on what is working, what is not, and where to recalibrate. The engagement evolves as the business does.
- 01
Discovery Call
We learn your business, goals, and the pressure points you are actually feeling — not the ones on a generic intake form.
- 02
Engagement Design
We scope the right level of involvement — typically five to twenty hours per week — and match you with the CFO whose operator background fits your stage.
- 03
Embedded Leadership
Your CFO joins your leadership rhythm — board meetings, exec syncs, investor calls — as part of the team, not a vendor.
- 04
Strategic Reviews
Quarterly check-ins on what is working, what is not, and where to recalibrate. The engagement evolves as the business does.
Results
Outcomes, not hours.
We measure ourselves the same way you measure your business — by what changes in the numbers after we are in the room.
SaaS · Series A
Founder was raising a Series B without a defensible financial model and against eroding investor confidence.
$12M
Series B raised
Rebuilt the operating model and investor narrative; closed a $12M Series B in 7 months.
DTC brand · $8M revenue
Profitable on paper, cash-poor in practice — gross margin had been quietly decaying for four quarters.
32% → 47%
Gross margin lift
Rebuilt unit economics and pricing; drove gross margin from 32% to 47% in 18 months.
Professional services
Healthy P&L masked a working-capital problem that was about to force a credit-line draw.
$1.4M
Working capital freed
Reduced cash conversion cycle by 22 days, freeing $1.4M without raising a dollar of new capital.
These are representative engagements. Specific numbers and references are shared in the discovery call.
Book a Strategy CallThe team
CFOs with operator experience.
Every Meridian partner has carried the title in a real, venture-backed business through a real scale event — fundraises, re-pricings, exits, and the quiet quarters in between.
Eleanor Voss
Managing Partner
Former CFO at a Series C SaaS platform (acquired 2021). 22 years across venture-backed software and operating finance.
Previously
- Northvale
- Aperture
- Quill Labs
Marcus Halloran
Partner — Capital Strategy
Led finance through three Series B raises and two strategic exits. 18 years in growth-stage operating roles before joining Meridian.
Previously
- Linden & Co.
- Harborline
- Westmark
Priya Ramanathan
Partner — DTC & Consumer
Took a $40M consumer brand from gross-margin crisis to a clean strategic exit. 16 years across DTC, retail, and operations finance.
Previously
- Rowan
- Northvale
- Aperture
James Okonkwo
Partner — Services & Ops
Built the finance function at two professional services firms through scale events. 15 years in ops-heavy, working-capital-sensitive businesses.
Previously
- Westmark
- Harborline
- Quill Labs
Testimonials
What founders actually say.
Before Meridian, I was making seven-figure decisions on a gut feeling. Within 60 days, Eleanor had built the financial visibility we needed to confidently raise our Series B. They did not just give us numbers — they gave us a strategic operating system, and they sat in every board meeting like a partner, not a consultant.
Caroline Webb
CEO, Aperture
We had healthy revenue and a quietly broken business — gross margins were eroding and nobody on my team could tell me why. Priya rebuilt the unit economics inside of a quarter, repriced our two largest SKUs, and walked us through the trade-offs without ever making it feel like a finance lecture. We went from cash-poor to operating with real headroom.
Daniel Yoon
Founder & CEO, Rowan
FAQ
Common questions.
The questions founders ask before booking a call. If yours is not here, send us a note — we answer them all directly.
hello@meridiancfo.com- A senior, full-time CFO costs $300K–$500K all-in, plus the time and risk of recruiting one. A Meridian engagement gives you the same caliber of leader, embedded part-time at the level your business actually requires today — and scales up or out as you grow into a full-time hire.
- Most engagements run between $9,000 and $24,000 per month, depending on hours and scope. We share specific pricing on the discovery call once we understand the work. We do not bill hourly — engagements are scoped to outcomes.
- Three months minimum to do work that matters. Most clients stay 12–24 months, through a fundraise, an integration, or a transition into a full-time hire. Some stay indefinitely as a board-level finance partner.
- Yes. You are matched with one partner who owns the relationship end to end. We never rotate staff, sub out work to juniors, or hand you off mid-engagement. If your needs shift, your partner stays — the scope adjusts around them.
- A bookkeeper records what happened. A controller closes the books and runs accounting. A CFO decides what the business should do next based on the numbers — capital strategy, pricing, margin, fundraising, exit. We work alongside whichever accounting function you have; we do not replace it.
- From first call to embedded CFO, typically 10–14 days. Discovery call within a week, partner match within three days of that, and a first working session inside two weeks of contract signature.
- Rarely. Our model is built for $2M+ in revenue, where there is enough operating reality for senior finance leadership to compound. Earlier than that, we will tell you so and point you to better-fit resources.
- Yes — exit and transition readiness is one of our four core practice areas. Most exit work begins 12–36 months before a transaction; the earlier we start, the more leverage you have on valuation and terms.
Start the conversation
Ready for senior finance leadership in your business?
Book a 30-minute strategy call. No pitch — just a conversation about where you are and whether we are the right fit.
Book a Strategy Call
Or email us directly: hello@meridiancfo.com