Wonder

Research Outline

Prepared for Nehemiah C. | Delivered January 16, 2020

20 Fractional CFOs

Goals

To find email addresses for a total of 20 fractional chief financial officers who report having raised at last $50 million throughout their careers for B2B software companies in order to prepare for an upcoming project. Fractional is to be defined as those who provide services to organizations in a part-time, retainer, or contractual arrangement.

Early Findings

 Burt Copeland is a fractional CFO working in the Dallas Fort/Worth area who specializes in transformational finance and operations, cash flow optimization, and company turnarounds. His email address is consult_request@newlifecfo.com. Copeland is the CEO of a leading fictional CFO entrepreneurship firm that represents $100M under management. The firm is called New Life CFO. 
Services that assist in identifying fractional CFOs include The Fractional CFO, Paro, Driven Insights, Preferred CFO, and CFOshare. 
Tips for using a fractional CFO to your advantage include using one to design the entire accounting process, overhauling the reporting system, coaching newer CEO’s and owners, replacing technology platforms, and raising capital.
The spreadsheet for the project is available here. 