Portfolio CFO Services

The Paralign Group led by Will Dean (ACA) specializes in providing portfolio CFO services designed for startups across the US & Europe at every stage of growth.We deliver expert financial guidance on a flexible, as-needed basis, empowering businesses to make strategic decisions, manage resources effectively, and scale with confidence.



SERVICES

Where We Can Help

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Strategic Financial Planning

A clear financial strategy helps to support sustainable growth and facilitates informed decision-making about investments and resources. We can work with you to craft a long-term financial plan, using scenario modeling to guide potential investment decisions, commercial strategies and future capital structures.

  • 3-5 Year Strategic Financial Roadmap

  • Scenario Modeling

  • Capital Structure Optimisation

  • Investment Decision Frameworks

  • Commercial Strategy Analysis

  • Resource Allocation Recommendations

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Financial Reporting

Along with Budgeting and Forecasting, establishing robust financial reporting processes is key to understanding your business performance. We can help establish your management reporting, guide you through any required statutory audit processes and help to ensure your ongoing compliance with relevant accounting standards.

  • Management Reporting Packs

  • SaaS Metric & KPI Dashboards

  • Audit Preparation

  • Statutory Compliance Review

  • Variance Analysis Reports

  • Customized Financial Templates

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Revenue Operations

Systemizing and fine-tuning your revenue growth engine is essential to scaling efficiently as a start-up. We can provide guidance on monetization strategies, product packaging, sales process optimization, sales territory allocation, and KPI tracking to help drive repeatable and predictable performance and growth.

  • Monetization Strategy Plan

  • Sales Process Optimization

  • Territory Allocation Models

  • Pipeline & KPI Trackings

  • Revenue Forecast Models

  • Sales Compensation Plan Design

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Mergers & Acquisitions

Acquiring or merging with another business presents unique challenges that require careful planning and execution. We offer support with process management, financial due diligence, and strategic analysis to help you evaluate opportunities, mitigate risks and make informed decisions about potential investments or partnerships.

  • Financial Due Diligence

  • Integration Roadmap

  • Process Management

  • Valuation Analysis

  • Transaction Structuring Guidance

  • Third Party Liason

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Budgeting and Forecasting

Accurate budgets and forecasts ensure financial discipline and readiness for the future. We can help you establish a reliable budgeting process and create a framework to effectively forecast and manage your business finances so that you can operate with clear visibility into what is driving business performance.

  • Annual Budget Framework

  • Rolling Forecasts

  • Driver-Based Forecast Models

  • Expense Control Recommendations

  • Cash Flow Forecasting Tools

  • Budget vs. Actual Reports

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Fundraising Support

Fundraising can be a complex and challenging process for any business. We can advise on the different sources of funding available and where needed help you craft compelling investor presentations, navigate due diligence, negotiate term sheets, and manage third-party service providers to help streamline the journey.

  • Investor Presentation Deck

  • Financial Model for Fundraising

  • Due Diligence Preparation Pack

  • Term Sheet Review & Negotiation

  • Cash Runway and Burn Rate Reports

  • Investor Communication Plans

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Incentive Planning

Appropriately incentivizing your teams is essential for driving performance and achieving strong business outcomes. We provide expert advice on designing and implementing variable incentive structures that align with your business objectives, ensuring your team remains motivated and rewarded for contributing to your success.

  • Variable Compensation Structures

  • Performance Metric Design & Measurement

  • Equity/Stock Option Plans

  • Bonus Pool Framework

  • Cost-Benefit Analysis of Incentives

  • Communication Materials

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Board & Investor Management

Effectively managing communication with key stakeholders is crucial to building trust, support and fostering strong relationships. We can provide guidance and support on preparing board meeting materials, crafting lender and investor reports, and ensuring clear, consistent communication across all stakeholder groups.

  • Board Pack Development

  • Investor Update Reports

  • Strategic Performance Dashboards

  • Meeting Preparation

  • Stakeholder Communication Plans

  • Governance Support


REFERENCES

What People Are Saying

"Will's insights have been instrumental in shaping a GTM strategy that is both motivating and engaging as well as strategically aligned with the broader business goals."

Ruben Tamminga - CRO


"Will’s ability to remain composed and focused on strategic execution, no matter the challenge, sets him apart. He has been an outstanding partner to me in my capacity as outside counsel."

Hozefa Botebee - Partner


"Will was the easiest, most direct and level-headed CFO to work with; he is extremely knowledgeable about what he does, is able to think strategically, but also understand the details."

Michele Gottleib - CMO


"Unlike some CFOs who operate in department silos, Will has a unique ability to integrate the big picture with the finer details, aligning the company's resources efficiently."

Jack Norris - CEO & Co-Founder


"Will is a remarkable leader who embodies what it means to empower others. He gives you ownership of your work, inspires confidence and fosters a calm and productive environment."

Jon Christodoulides - VP Finance


"Will is a true leader, committed to developing his team and ensuring everyone has the opportunity to grow. His ability to bring people together has earned him enormous respect."

Rene Pavlides - Dir. Finance


"Will stands out as an exceptional finance leader by bringing together the traditional traits of a CFO with a very good commercial and operational understanding."

Grigoris Kouteris - CCO



Our Values

What To Expect

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Professional

We uphold the highest standards of integrity and expertise, ensuring every interaction and deliverable reflects the quality and reliability our clients deserve.

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Agile

Our approach is flexible and adaptable, allowing us to quickly respond to changing needs and challenges while maintaining focus on your goals.

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Resilient

We thrive under pressure, overcoming obstacles with determination and providing steady guidance through uncertain or demanding situations.

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Analytical

With a focus on data and insights, we break down complex issues in a way that makes sense and provide clear solutions to drive informed decisions.

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Loyal

We prioritize building long-term relationships with our clients, grounded in trust, reliability, and mutual respect. We'll support your goals at every step of the journey.

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Innovative

We combine creative thinking with practical solutions, developing unique strategies that address your specific needs and unlock opportunities for growth.

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Growth Oriented

We approach every challenge with a focus on learning and progress, understanding that every client is different and has its own unique challenges.

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Networked

We can leverage a broad network of trusted professionals and resources to connect you with the right resources where something is outside our domain of expertise.


About me

Meet Will Dean (ACA)

With over 15 years of industry experience, I have developed a deep understanding of the myriad of challenges that startups face as they grow and scale. Most recently, as CFO of an AI SaaS business that scaled to $75M ARR, I led the accounting, FP&A, tax, legal, and people teams—gaining first hand insight into what it takes to succeed at every stage of growth.This journey along with my prior experience has equipped me with a broad range of skills and expertise that I now offer to clients on a fractional basis. My approach is tailored to meet the unique needs of each business, providing flexible, scalable services that help startups overcome obstacles and achieve their goals. I am passionate about bringing exceptional results and take pride in every aspect of the work I deliver.

Contact Me

Got a project? Let's talk!