Fractional CFO & Strategic Advisory
Senior financial leadership for startups without the cost or commitment of a full-time hire
Over a decade of experience working with leadership teams of startups, established businesses and public companies on M&A transactions, finance and strategy
Our Services
We embed directly alongside your team, bringing the strategic thinking, analytical depth, and hands-on support that growing businesses need to make informed decisions, raise capital, and navigate complexity with clarity.
CFO Services
Financial Planning & Analysis
Business Strategy
Board-ready reporting, investor decks, fundraising advisory, due diligence and M&A execution — senior financial leadership for the moments that matter most
Financial modeling, budgeting, cash flow forecasting, and revenue analytics — the analytical foundation your team needs to make confident decisions
From growth planning to M&A and exit strategy — we help you think through the big decisions and build the case for where you're going
Why Schooner Finance?
Strategic priorities have a way of getting buried. We make sure yours don't.
Schooner Finance provides senior-level financial and strategic support for the initiatives that matter most — the ones that get crowded out by the day-to-day. Whether it's a fundraise, an acquisition, a new market entry, or a strategy that needs pressure-testing, we bring the expertise to move it forward.
Our experience spans corporate development, M&A advisory, strategy, and corporate venture capital — supplemented by board-level experience at two companies — giving us a multi-dimensional view of how businesses create value. We've analyzed thousands of companies, closed 16 M&A transactions, and advised leaders from seed-stage startups to the C-suite of a Fortune 30 company.
We don't just understand the numbers — we understand the decisions behind them. What investors look for. What acquirers scrutinize. What it takes to perform at every stage.
The strategic thinking your business needs, without the full-time overhead.
Testimonial
Carsen adds immense value to each project she is involved in through her strong work ethic, unique insights, and deep financial expertise.
- Chief Business Development Officer, Comcast
Get in Touch
hello@schoonerfinance.com