An experienced CFO for your team, tailoring support to your unique business

Fractional CFO and Operations services for agencies, tech startups, and small businesses. See if we can be an asset to your team today!

Core Clientele: Building Business Relationships for Success

About

My name's Patrick McCarthy - I'm a Fractional CFO and startup investor who's been on the ground with founders for 10 years. I've helped startups grow from founder to 50 people, raise more than $25M in funding, sell for over $100M, and grow revenue from $10K annually to over $20M while partnering with some of the largest advertisers and companies in the world.

322

companies supported

$25M+

in funding raised
for clients

>$150M

in exits

cases

Results that speak for themselves

$111M Acquisition – Transaction Support

Scaled Paperspace's internal finance org to facilitate a doubling in revenue and a new business model. Led the financial due diligence during the $111M all-cash acquisition of the company by Digital Ocean.

Scaling Tech Startup from Seed to Series B

Scaled startup from $0 to $10M in annual revenue, achieved profitability, and raised $10M in venture capital.

Start to Scale $0 to $5.5M in Sales in 2 Years

Supported Sky High Farm Universe from formation to over $5.5M in gross sales, including laying the groundwork for all financial ops.

Fractional CFO and Advisory Support for a Growing Tech Consulting Firm

Fractional CFO and Advisory Support for a Growing Tech Consulting Firm

Strategic Finance Offerings

Elevate Your Business with Tailored Solutions

Capital Raise Strategy

Accurate valuation analysis and comps. Compelling finance slides that captivate and engage. Investor perspectives and storytelling. Craft ROI-driven narratives with cap table planning. Practice pitches and investor persona targeting. Exclusive investor email templates and tracking tools.

Fundraising Financial Projections

Tailored financial projections that captivate investors. 36-month proforma P&L for a clear path to success. Refined strategies with room for actuals and revisions. Empower your team with training for model updates.

Fractional CFO Service

Dedicated, experienced early-stage CFO. Strategic kickoff meetings to align on business objectives. Monthly financial reviews to track progress and identify growth opportunities. Seamless integration with your team for a cohesive partnership.

Finance Stack-in-a-Box

Dedicated, experienced early-stage CFO. Accounting and HRIS onboarding and operations. AP/AR processes with trusted partners like Bill.com. Empower your team with a complete financial back office.

Operating Model Package

Custom operating models aligned to your business. 36-month proforma statements and analysis. Identify key business drivers and metrics. Make informed decisions with variance analysis. Stay agile with model updates and revisions training.

Testimonials

Hear what my clients say about me

I hired Patrick for a business consultation. He asked great questions and was able to provide valuable advice and constructive feedback. His professionalism, knowledge, and genuine interest in my business left me impressed. Highly recommend!

SaaS startup

Pat was great to work with. Highly Recommended!

SalesboxAI

Patrick is exceptional! He is the best at what he does, and I would definitely recommend and hire again!

Private startup

Patrick, is a seasoned fractional CFO, with deep knowledge of the startup space. He spends time upfront understanding your business goals, and then does an excellent job of delivering high quality, on-point work. He is courteous, professional, articulate, collaborative and was truly a pleasure to work with. We look forward to working with him again!

Financial Model and Pitch Deck for Seed Financing

Patrick is excellent at what he does. We will definitely hire him again when new work is available.

Hoopmessenger.com

Explore more reviews on my Upwork profile

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