Fractional CFO and Head of AI

How I can help

I joined Laconia Capital Group as their fractional CFO in 2024 and in 2026 became fractional CFO of a private crypto and fund of funds company. In 2026 I launched an AI-native open source fund operations platform that I am continually upgrading and deploying for funds, SPVs, and angel investors. I'm available for fractional CFO and head of AI roles for growing venture capital funds, and also available on a lighter, flexible basis for emerging managers who do not yet have the need for a full engagement.

The work covers fund-level financial leadership, compliance, and operational support, built on twenty years working with venture funds and startups on forecasting, planning, and reporting.

Two ways to engage

Full fractional CFO

For established firms or growing emerging managers ready for full financial leadership. Responsibilities include:

• Fund operations. Managing service providers (fund admins, auditors, accounting, tax, legal, payroll, insurance, compliance) as CFO/CCO/CAO.
• LP reporting. Quarterly and annual reporting, investor letters, fund financial statements, fair market valuations.
• Capital planning. Capital call modeling, reserves, investment pacing, capital call operations.
• Deal operations. Deal funding, expense management, wire payments, deal document execution.
• Compliance. Form ADV, Form PF, SEC registrations, federal and state filings.
• Firm financial ops. Expense management, cash flow, payroll, banking, management company budgeting.
• Portfolio management. KPI reporting, consolidated portfolio views, working with the investment team.
• Fundraising support. Data rooms, LP relations, fund modeling.

I actively build software solutions leveraging AI and have built workflows and software for funds to leverage AI to improve investment due diligence, portfolio KPI tracking, investment sourcing, and LP performance aggregation, and am fluent in AI trends.

I can also assist portfolio companies on their own financial operations as needed.

Flexible engagement for emerging managers

Earlier-stage funds (typically $1M to $15M in committed capital), syndicates, rolling funds, and SPVs usually don't need full fractional CFO services. They need expert guidance for specific decisions (portfolio construction, investment pacing, capital call timing, management company budgeting, operational questions) without paying for a full engagement.

For these firms, I offer flexibility on time, scope, and price. Quarterly retainers, monthly check-ins, project-based engagements, structured to be valuable for first-time and emerging managers. Email support between sessions.

Common questions

How is the emerging-manager engagement different from full fractional CFO?
Lower time commitment, lower price, focused on strategic decisions rather than running operations. You keep your bookkeeping and fund admin in place; I bring CFO-level thinking to the decisions that matter most.

Can I scale up later?
Yes. As the fund grows and operations get more complex, the engagement can transition to full fractional CFO services without restarting the relationship.

What's the time commitment?
Depends on the fund stage. Full fractional engagements vary by firm. Emerging-manager engagements typically run a few hours per quarter for strategic sessions plus email support.

Why do you do this?
I've worked with hundreds of venture funds on portfolio construction and fund modeling, and as a fractional CFO at Laconia I see the operational side of the work daily. The work I've spent twenty years on, making financial planning better, faster, cheaper for entrepreneurs and investors, extends naturally into actually running the financials of a fund.

Next steps

Contact me to discuss your firm and what kind of engagement would fit. I'll respond directly.