Fundraising Data Room Finance Section

About this task

This Series B collaboration software company for manufacturers (51–200 employees) is looking for a director Fractional CFO for a single piece of work with a fixed scope and a fixed price. Finance folder an investor expects: historicals, projections, cap table summary and key policies.

The work is too small to justify a hire and too important to leave to chance. The company sells subscription software, so deadlines follow release and billing cycles.

The work is fully remote, but the company can only contract people who live in Wisconsin, so this one is for residents there. Most people do this on weekday evenings; replies inside the working day are not expected.

What you deliver

• Assemble the finance section of the Series A data room, flag gaps, and write the 2-page financial summary.
• A final note stating what was checked and what was left out of scope
• One round of edits after the company's review is included
• A 20-minute walkthrough call, or a recorded screen share if you prefer

How the work runs

• Day 1: scope confirmed in writing, files shared
• Middle of the period: draft shared for early feedback
• Last day: final version and handover note

Duration: 2 to 3 weeks. Accepted when the company contact confirms the deliverable against the written checklist. One round of edits is included.

Tools

How you get paid

• The company prepays Deftridge before your first hour, so payment does not depend on a late invoice.
• Deftridge pays you in USD after the company confirms the hours or the deliverable. The payment date is written in your task agreement.
• You work as an independent contractor: you report your own income, and your recruiter sends the statements your accountant needs.
• You never chase the company. Questions about money go to Deftridge.

What happens after you say you're interested

1. Within one working dayA recruiter writes to you to confirm your hours and the rate you want.
2. You agree the rateYou and the recruiter fix an exact rate inside the company's range. You decide whether to go ahead.
3. With your written OKThe company sees the anonymous profile below. Most companies answer within three working days.
4. StartYou sign the task agreement and the company's confidentiality terms through Deftridge, and begin on the date above.

What the company sees about you

First name, field, experience, tools and the hours you offer. Not your surname, your employer or your contact details.

How this rate compares

The midpoint of this range, $231 an hour, is above the median director Fractional CFO rate in Wisconsin ($180). The shaded band is the 25th to 75th percentile of the market.

All Fractional CFO jobs in United States · Fractional CFO rates in Wisconsin · Finance & Accounting jobs

Questions about pay and privacy

The rules are the same for every task. Pricing explains the 15% fee, prepayment and when you are paid; How it works covers matching, what the company sees and side work next to a job.