Fractional CFO

A senior finance function for agencies and tech firms.

Nozick Capital acts as the part-time CFO for growing agencies and technology companies: cash flow and forecasting, unit economics, pricing, and board and investor reporting, without the cost of a full-time hire. When the time comes to raise, buy or sell, the same team runs the deal.

Part-time
Senior CFO without the full-time cost
Agencies & tech
Where we work most
20+
Raises and transactions behind the team

Brands that trust us

  • somerce
  • Mifu
  • Novataktik
  • Konexus Resources Group
  • NICKLpass
  • Laxxon Medical
  • DiggyPOD
  • Psyomics

Services

Your finance function first. Deal support when you need it.

Most clients work with us as their part-time CFO, month in, month out. When it is time to raise money or sell the business, the team that already knows the numbers prepares the company and runs the process.

Strategic Finance

Fractional CFO

A senior finance function for agencies and tech companies that have outgrown their bookkeeper but aren't ready for a full-time CFO, built around the numbers founders actually run the business on.

  • Cash flow forecasting and monthly reporting
  • Budgets, forecasts and variance analysis
  • Agency economics: utilisation, project and client margin
  • SaaS metrics: ARR, churn, LTV/CAC and cohorts
  • Pricing, board packs and investor reporting
Funding

Fundraising

When you are ready to raise, we get the company and the materials investor-ready, and stay alongside you until the money is in the bank.

  • Seed to Series B equity rounds
  • Investor-grade financial model and data room
  • Pitch deck, investment memorandum and valuation
  • Debt and alternative financing options
  • Investor Q&A and due diligence support
Exit

Sell-side M&A

For founders thinking about a sale, we prepare the business, find the right buyers and run the process through to closing.

  • Exit readiness and financial clean-up
  • Valuation and equity story
  • Teaser, information memorandum and buyer outreach
  • Data room, Q&A and due diligence management
  • Negotiation support through to closing

How we work

Boutique by design.

A small firm means the people you meet on the first call are the people closing your month, building your forecast and sitting in your board meeting. We keep the team small and the client list deliberately short.

Senior on every file

No hand-off to a junior team after the first call. Every client is looked after by someone with private equity, Big 4 and operating finance experience.

Numbers you can defend

We build your reporting and models so they hold up in front of a board, an investor or a buyer, because sooner or later that is where they end up.

Distributed, not distant

A fully remote team lets us work with clients across the UK, Europe and the US. We travel when it needs a room.

Experience

Deep in technology and advertising. Fluent across the rest.

We run the finance function for agencies and technology companies, and the team behind us has worked on more than twenty raises and sales across Europe, the US and the Middle East. Most of that work has been in technology and advertising, and it shows in how quickly we get to the numbers that matter.

Case study · Fractional CFO

Building the finance function of a UK digital advertising agency

A fast-growing agency with around GBP 5m in annual revenue had no in-house finance lead. As its fractional CFO, we built the finance function from the ground up and now run it alongside the founders.

  • Budgeting, forecasting and monthly close
  • Cash-flow management, invoicing and payment runs
  • Reworked unit economics by client and service
  • Statutory accounts, VAT and management reporting
  • Leading the accounting team day to day
Core sector

Technology & software

We have sat inside the finance and corporate development team of a PE-backed software unicorn and worked alongside SaaS founders from seed stage on. We know the metrics boards and investors actually decide on, and how to report them.

  • SaaS forecasting, reporting and board packs
  • Unit economics: LTV/CAC, cohorts and channel returns
  • Fundraising models and investor materials
  • Due diligence and exit preparation for software companies
Core sector

Advertising & media

We run the finance function of a fast-growing digital agency and have advised on the sale of advertising and media businesses. We know how agencies make money, where the cash gets stuck, and how buyers and investors look at them.

  • Fractional CFO to digital agencies
  • Utilisation, project and client margin reporting
  • Cash-flow and working-capital management
  • Sale processes for advertising and media businesses

Selected M&A experience

Sell-side · Buy-side · Fundraising
Sell-side
Undisclosed
The largest advertising network in SEE
Sell-side advisory
Media · SEE
Buy-side
~USD 15m
A leading embedded software engineering company
Buy-side advisory, due diligence and debt financing
Technology · Europe
Buy-side
~USD 20m
Swiss software development company
Commercial due diligence and structuring
Technology · Switzerland
Fund raise
EUR 100m
German hospitality PropCo fund
Fund model and investor materials
Real estate · Germany
Sell-side
~EUR 30m
A leading distributor of children's products
Sell-side advisory
Consumer · Europe
Sell-side
~EUR 20m
A leading brick manufacturer
Valuation and sell-side materials
Building materials · Europe
Sell-side
~EUR 20m
Leading flooring retailer
Sell-side advisory
Retail · Europe
Debt
EUR 10m
Development finance from the EBRD
Financial model and lender materials
Corporate debt
Sell-side
Undisclosed
Montenegro's largest steel mill
Sell-side advisory
Industrials · Montenegro
Also at home in
Industrials
Buyouts and valuations in metals and manufacturing
Hospitality & real estate
Asset and fund models, development projects
Biotech & healthcare
Venture rounds and investor materials
Consumer & retail
Sale processes and operating models
Energy & mobility
Financing models for growth projects

About us

A small team built around senior judgement.

What we do
Fractional CFO, fundraising and sell-side M&A
Core sectors
Technology and advertising
Clients
Founders and owner-managed businesses
Coverage
The UK, Europe and the US
Team
Fully remote and distributed

Nozick Capital was founded to give growing companies the senior finance leadership they need before they can justify, or find, a full-time CFO, without the cost, the layers or the distance of a large firm.

Our team has worked on every side of the table: in the finance seat of operating businesses, in corporate development at a fast-growing technology group, in private equity and in Big 4 transaction advisory. That mix shapes how we work. We know what a board needs from its numbers because we have presented to one; we know what an investor or a buyer will ask because we have been on their side.

Today we act as the part-time finance function for agencies and technology companies, and support them through fundraising and, when the time comes, a sale. Every client is looked after by a senior member of the team, and we keep the number of clients we take on deliberately small.

Contact

Need a finance lead, a raise or an exit plan?

Book a 15-minute introductory call straight into our calendar, or write to us with a few lines about the situation. We reply personally, usually within a business day, and a first conversation is always without obligation.

luka@nozickcapital.com

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