Choose the Leadership You Need

Strategic expertise in finance and product, tailored to your business goals and delivered at a predictable cost.

Strategic Financial Leadership

Gain the strategic financial oversight your business needs without the expense of a full-time CFO. We'll integrate with your team to drive financial strategy and operations, providing the right level of leadership at the right time.

With Placetrace Solutions, you can quickly scale your financial leadership during peak periods that don't justify a full-time hire. We also help identify and recruit the right permanent talent when your organization is ready to make that transition.

Financial data analysis

Financial Strategy

Aligning finances with your business vision

Build a strong financial foundation that supports your growth objectives. We'll develop comprehensive financial strategies that align with your business goals and provide the framework for sustainable growth.

Investor Readiness

Positioning your business for investment

Prepare for funding rounds with confidence. From financial modeling to pitch deck support, we'll help you present your financial story effectively and navigate due diligence with ease.

Financial Operations

Optimizing processes for efficiency

Streamline your financial operations for maximum effectiveness. We'll assess current processes, recommend improvements, and implement systems that scale with your business. We work in the trenches alongside your team to execute on the strategic plan, ensuring successful implementation and results.

Forecasting & Budgeting

Data-driven planning for confident decisions

Develop robust forecasting and budgeting processes that provide clarity for decision-making. We'll implement rolling forecasts and budget frameworks that adapt to your changing business needs.

Cost Optimization

Strategic expense management

Identify opportunities to improve profitability through strategic cost management. We'll analyze your cost structure, recommend optimization strategies, and support implementation.

Key Deliverables

Financial Strategy

  • Strategic financial roadmap
  • KPI framework and dashboards
  • Scenario planning and analysis
  • Capital structure optimization

Investor Readiness

  • Comprehensive financial models
  • Investor presentation support
  • Due diligence preparation
  • Valuation analysis
  • Term sheet negotiation support

Financial Operations

  • Process assessment and optimization
  • Financial systems selection and implementation
  • Team structure recommendations
  • Financial controls and compliance frameworks
  • Reporting automation

Forecasting & Budgeting

  • 12-24 month rolling forecasts
  • Budget development and management
  • Variance analysis
  • Cash flow projections
  • Break-even analysis

Cost Optimization

  • Cost structure analysis
  • Optimization recommendations
  • Implementation roadmap
  • Vendor negotiation strategy
  • Profitability enhancement plan

Success Stories

Case Study: Leading a PE-Backed Company Sale & Integration

As CFO on the seller side, I led the successful sale of a company to a PE-backed firm, managing the entire process from early negotiations to full integration. I oversaw financial and legal due diligence, played a key role in SPA negotiations, and ensured a smooth transition post-acquisition. After closing, I took on the role of lead integration manager, aligning financial systems, streamlining reporting, and integrating teams to maximize operational efficiency in the larger organization.

Case Study: Restructuring for Profitability and Operational Efficiency

A mid-sized consultancy was struggling with rising operational costs and inefficient project management, impacting profitability. As part of the leadership team, I led an operational restructuring that involved optimizing resource allocation, renegotiating vendor contracts, and implementing performance-based pricing models.

Case Study: Building a Scalable 10-Year Financial Model

For a construction startup, I rebuilt and enhanced an existing financial model, covering CAPEX, cash flow, P&L, balance sheet, HR planning, and subsidy inclusion. The refined model integrated DCF analysis and scenario planning for lower capacity, delayed automation, and future funding rounds, enabling strategic decision-making and investor readiness. This became a key tool in securing institutional interest and optimizing capital allocation.

Ready to strengthen your financial leadership? Book a call to discuss your business needs and how a Fractional CFO can drive sustainable growth.

Schedule a CFO Consultation

Product Leadership Excellence

Get the strategic product leadership your business needs without the cost of a full-time CPO. We'll work alongside your team to drive product strategy and execution, providing the right level of leadership at the right time.

Our approach blends strategic vision with hands-on implementation, ensuring your product roadmap aligns with business goals while maintaining focus on user needs and technical feasibility. We're here to help you build products that truly resonate with your market.

Product development and shipping

Product Strategy

Vision and direction that drives growth

Develop a clear product vision and strategy that aligns with your business objectives. We'll help articulate where your product is going and why, creating a foundation for all product decisions.

Roadmap Execution

Turning strategy into action

Create and manage product roadmaps that transform strategy into tangible deliverables. We'll establish processes for effective roadmap management, ensuring clear communication of priorities and timelines.

Agile Transformation

Improving delivery effectiveness

Implement or optimize agile methodologies to increase speed and quality of delivery. We'll assess current processes, recommend improvements, and guide your team through the transformation.

Product-Business Alignment

Ensuring products drive business outcomes

Bridge the gap between product decisions and business objectives. We'll establish frameworks that ensure product development directly contributes to business goals.

Team Development

Building high-performing product teams

Develop the capabilities of your product team to ensure long-term success. We'll assess current skills, identify gaps, and create development plans to build a strong product organization.

Key Deliverables

Product Strategy

  • Product vision and mission statements
  • Strategy documentation
  • Prioritization frameworks
  • Product metrics definition
  • Competitive analysis

Roadmap Execution

  • Product roadmap development
  • Release planning
  • Progress tracking mechanisms
  • Stakeholder communication plans
  • Feature prioritization frameworks

Agile Transformation

  • Process assessment
  • Team structure recommendations
  • Agile implementation plan
  • Sprint/ceremony optimization
  • Tool selection and setup

Product-Business Alignment

  • OKR framework implementation
  • Metrics dashboard development
  • Business impact analysis templates
  • ROI assessment processes
  • Feature prioritization aligned to business goals

Team Development

  • Team assessment
  • Hiring strategy and job descriptions
  • Skills development plans
  • Performance framework
  • Knowledge transfer processes

Success Stories

Case Study: Launching Alexa in Germany & Scaling European Expansion

As one of the first product hires for Alexa in Europe, I led the launch of Alexa in Germany and played a key role in its expansion across Europe. I built and led the BI team, ensuring data-driven decision-making for voice AI performance, user behavior insights, and feature localization.

Case Study: Scaling Fintech Infrastructure for Factoring

At Kapwork, we built a modular financial platform to automate invoice verification and streamline factoring workflows. Implementing AI-powered email parsing, QuickBooks integration, and a vendor portal data pipeline, we reduced manual processing time by 70%, allowing factorers to make faster, more informed decisions.

Case Study: Reinventing Data Brokerage with a Unified API

I envisioned and built a platform that streamlined access to third-party data by allowing businesses to create a custom API composed of data points from dozens of data brokers. Instead of managing multiple vendor contracts, companies could access a single, flexible data pipeline tailored to their needs.

Ready to elevate your product strategy? Book a call to explore how a Fractional CPO can transform your product development and drive user growth.

Schedule a CPO Consultation

Not Sure What You Need?

Many growing businesses benefit from both financial and product leadership. Let's discuss your specific challenges and determine the best approach for your unique situation.

Our mission is to democratize access to senior leadership while providing the flexibility to scale quickly during peak periods. We work alongside your team to deliver immediate value, and can help transition to permanent hires when the time is right.

Let's Talk

How We Work Together

Our structured approach ensures clarity, value, and results from day one.

1

Discovery Call

A free 30-minute consultation to understand your business, challenges, and goals. We'll discuss your current situation and how Placetrace Solutions might help.

2

Custom Plan

Based on our conversation, we'll develop a tailored approach specific to your business needs, outlining key focus areas and expected outcomes.

3

Integration

We'll become embedded in your team, learning your processes and culture to provide leadership that fits seamlessly into your organization.

4

Execution

Working on agreed priorities, we'll provide strategic guidance and hands-on leadership to drive outcomes that matter to your business.

5

Review & Adapt

Regular check-ins ensure we're making progress and allow us to adapt the approach as your business evolves.

Start the Process

Ready to Strengthen Your Leadership?

Schedule a free consultation to discuss your specific needs.

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