Shaper

Financial Planning and Analysis

• Embed with Portfolio Companies: Serve as a fractional Head of Finance or strategic finance partner to 1–2 Shaper-backed companies at a time, supporting mission-critical needs during moments of growth, fundraising, or operational scale-up.
• Own Core Finance Functions: Stand up or refine financial systems, develop budgets, forecasts, and dashboards, and help establish key KPIs to support board-level reporting and decision-making.
• Support Fundraising: Partner with founders on modeling, storytelling, data room readiness, and investor Q&amp;A
• Build Scalable Infrastructure: Lay the groundwork for long-term success by establishing best practices in financial operations, cash management, vendor selection, and compliance.
• Strategic Projects: Lead one-off strategic finance initiatives, including pricing strategy, cap table modeling, M&amp;A diligence, cost optimization, or international expansion planning.
• Grow Into Permanent Roles: Over time, transition into a full-time CFO or Head of Finance position within a portfolio company that’s the right mutual fit.

CFO – in Residence