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The system of record for fractional executives

Every board getsyour rigour.Your practice getsa spreadsheet.

The system of record for every engagement you hold — capacity, contracts and cash in one live view. Commit with confidence, and prove the impact without rebuilding it by hand.

Capacity overviewNext 12 weeks

Commitments exceed capacity from Aug 31 through Sep 14.

40h

Weekly ceiling

what you sell against

35.8h

Committed avg

across 12 weeks

3

Risk weeks

past your ceiling

40h20h0h
Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28Oct 5Oct 12Oct 19

Built for every seat you are hired into

CFOs

Cash, contracts and profitability, engagement by engagement.

CTOs

Delivery commitments planned against capacity you actually have.

CMOs

Spend, pipeline and outcomes in a single line of sight.

CROs

Forecast and revenue you can defend in a board meeting.

01

Capacity

Every retainer commits hours against one ceiling you set. Twelve weeks out the collision is arithmetic — and moving a start date is still a conversation rather than an apology.

Valzeo
DO
Capacity overviewNext 12 weeks

Commitments exceed capacity from Aug 31 through Sep 14.

4 retainers · $23,500/mo contracted · $226 per committed hour

Release 5h at the peak to come back within your 40h — renegotiate scope or stagger a start date.

40h

Weekly ceiling

what you sell against

35.8h

Committed avg

across 12 weeks

16h

Flexible capacity

this week

3

Risk weeks

past your ceiling

Next 12 weeks

The horizon

3 weeks over capacity
40h20h0h
Aug 3Aug 10Aug 17Aug 24Aug 31Sep 7Sep 14Sep 21Sep 28Oct 5Oct 12Oct 19
02

Contracts

The terms you set once become the statement of work, the signature and the first invoice. Nothing is retyped between them, so nothing quietly diverges from what you agreed.

Valzeo
DO

Fractional CFO engagement

Northwind Robotics

ActiveSigned
Monthly fee

$14,000

$168,000 a year

Capacity

14h

per week

Term

Jun 7, 2026

open-ended

Outstanding

$14,511.55

issued, unpaid

AgreementImpactBilling

Fractional CFO engagement

Dana Okonjo and Northwind Robotics

1. Parties

Executive
Dana Okonjo, CFO
Client
Northwind Robotics
Client contact
ceo@northwind.valzeo.demo

This Statement of Work is entered into between Dana Okonjo (“Executive”) and Northwind Robotics (“Client”) and governs the fractional CFO engagement described below.

2. Engagement and scope

Executive will serve as fractional CFO to Client, holding accountability for the following areas:

  • Financial model, runway and scenario planning
  • Board reporting and investor updates
  • Cash management and vendor terms

3. Capacity commitment

Executive commits 14 hours per week, tracked against the capacity ceiling in Section 5.

03

Invoices

Recurring fees, milestones and reimbursables ride one cycle, into one invoice you send under your own bank details. Chasing your own money stops being unbilled executive time.

Valzeo
DO

Billing

Invoice ledger, milestones and reimbursable expenses.

$14,511.55 is past its due date.
Outstanding

$14,511.55

issued, unpaid

Overdue

$14,511.55

past due

Collected

$14,000

marked paid

In draft

$14,000

not yet issued

Ledger

Drafts stay private until issued; the client portal only shows what you’ve sent.

NumberDueStatusTotal
INV-2026-0003Aug 21, 2026Draft$14,000
INV-2026-0002Jul 22, 2026Overdue$14,511.55
INV-2026-0001Jun 22, 2026Paid$14,000
04

Impact view

Your client sees what the engagement actually moved, against what the same seniority costs full-time. Renewal stops being a conversation about your rate.

Valzeo
DO
Northwind Robotics

Fractional CFO engagement

$14,000 per month · portal reaches ceo@northwind.valzeo.demo

Cost of coverage

Against a full-time hire at the same seniority, including a 30% employer burden for payroll taxes, benefits and insurance.

$170,000

Saved per year — 50% less than full-time

Full-time equivalent$338,000
This engagement$168,000

Runway (months)

North-star metric since the engagement began.

+73%
Feb 7Mar 9Apr 8May 8Jun 7Jul 7Aug 6
02Why us

Built to theshape of theproblem.

Four choices that follow from one fact: you are not an agency with a pipeline, you are a practice with contracts.

01

Retainer-centric

Hours, contracts and invoices hang off the contract — never off a company name in a CRM.

02

One thread, end to end

Terms become a signed SOW, and a signed SOW becomes an invoice. Nothing is retyped.

03

Your keys, your money

Invoices go out under your bank details, not ours. We hold no funds and no payment keys.

04

Proof, not reporting

One page your client can read, against what the same seniority costs full-time.

04 — Join the waitlist

Admitted in smallbatches, by hand.

Every operator who joins with your invite moves you up the queue.

One field. We will not pass it on.

Founding members · first 20 only

Every Portfolio-tier feature — white-labelled client domains and the equity ledger, normally $149 a month — at the Solo price of $79, locked for as long as you stay. 20 seats, then the founding rate closes for good.

Free to joinNo card requiredLeave whenever you like
I built this after watching good operators sell the same fortnight twice and find out in week three. It is one person and a short list of design partners for now — if you are running three to five retainers and something here is wrong, I would rather hear it from you than guess.
AshwinFounder · writes every one of these repliesWrite to me