Fractional CFO: Investor Introductions

Overview

This role involves providing fractional CFO services with a focus on facilitating curated investor introductions for an investor-ready organization. The engagement is not consulting, advisory, or strategy work.

Responsibilities

• Build and leverage relationships with accredited investors, angels, HNWIs, family offices, and private equity investors
• Provide investor introductions that include credibility and context
• Participate in an efficient onboarding process that supports diligence readiness
• Maintain a professional process with prompt follow-up

Requirements

• Prior experience as a fractional CFO
• Demonstrated ability to build strong relationships with accredited investors, angels, HNWIs, family offices, and private equity investors through portfolio and client work
• Ability to provide introductions backed by credibility and context

Compensation & Benefits

• Compensation terms will be commensurate with experience
• Compensation structured in accordance with applicable regulations

Out of Scope

• Consulting, advisory, or strategy services
• Engagement is focused exclusively on curated investor introductions