Fractional finance

Get all the insights and clarity you need to make informed decisions, drive growth and achieve your financial goals

Rolling 12-Month Cash Flow Forecast:

Gain forward-looking visibility with a detailed cash flow forecast, enabling you to anticipate future financial needs, manage liquidity effectively, and plan for various business scenarios.

Monthly Analysis of Actuals & Performance Against Budget:

Each month, we'll thoroughly analyse your actual financial performance compared to your budget. This includes identifying variances, understanding their implications, and recommending actions to align your financial outcomes with business objectives.

Board Reports:

Equip your board with insightful, data-driven reports that summarise your company's financial status, performance trends, and forecasts. These reports are designed to facilitate strategic discussions and decision-making at the highest level.

INVESTOR READY:

We help startups become truly investor ready by building the financial credibility and operational discipline investors expect. We create robust financial models, clear forecasting and KPI frameworks, and implement reporting structures that demonstrate control and scalability. Beyond the numbers, we help founders articulate their growth story through valuation analysis, capital structure design, and funding strategy, ensuring every conversation with investors is backed by data-driven confidence and professional presentation. The result is a business that looks, feels, and performs like an investment-ready company

Key Metric & KPI:

We will work closely with your existing systems to track and report on the key metrics and KPIs that matter most to your business. Our goal is to provide you with actionable insights that drive performance improvement and value creation.

Dedicated Support:

Recognising the importance of ongoing support and consultation, we commit to a minimum of a half-day per week (package dependent) working directly with you. This ensures that our team is always available to address your needs, answer questions, and provide strategic financial guidance.

How does this help your business?

sTRATEGIC INSIGHT:

Leverage advanced forecasting and reporting to stay ahead of the curve and make strategic decisions with confidence.

financial control:

Maintain tight control over your finances with detailed cash flow forecasting and budget analysis

operational efficiency:

Free up your internal resources by relying on our expertise for your financial analysis and reporting needs.

Board Engagement:

Enhance baord engagement and decision-making with concise, insightful reports that highlight key financial metrics and trends

Customised Support:

Benefit from dedicated, customised support tailored to your business/s unique challenges and opportunities

Case Study: Transforming a Fast-Growth Business into an Investor Ready Company

Client Profile

A sustainable manufacturing company experiencing rapid growth but lacking financial structure, investor confidence, and governance systems required for scale.

Engagement Overview

Over an 18-month engagement, our Fractional Finance service rebuilt the company’s financial foundations, secured key investment, and established strong governance, positioning it for a Series A fundraise and international expansion.

Our Role

We acted as the company’s strategic finance partner, implementing best-in-class financial oversight, investor reporting, and capital structuring. Our remit expanded well beyond compliance to include investment negotiations, legal coordination, risk management, and shareholder communications.

Key Achievements

  • Investment Readiness: Structured and closed multiple funding rounds, including a cornerstone private investment. Built a comprehensive investor data room and prepared the company for Series A discussions with institutional investors.

  • Governance & Transparency: Delivered quarterly and annual shareholder reports, restructured company governance, and ensured compliance across UK and international entities.

  • Financial Modelling & Controls: Re-engineered the 3-statement financial model, implemented cashflow forecasting, and introduced co-sign-off processes for budgetary control.

  • Operational Enablement: Introduced CRM and reporting systems, managed FX exposure, and oversaw legal and IP negotiations to protect core assets.

  • Investor Relations: Hosted investor meetings, aligned shareholders on growth strategy, distributed EIS certificates, and maintained clear communication through detailed reporting and data visualisation.

Outcome:

The company transitioned from reactive financial management to proactive, data-driven leadership—achieving a 40% EBITDA margin, building a credible funding pipeline, and securing investor confidence. Today, it is positioned as a scalable, investment-ready enterprise with a clear path toward international growth.

James Littmann, TribeFirst MD

“Legacy consulted for us on our financial forecasting, P&L and cash flow reporting. They created complex models which are bespoke to the requirements of our unusual business model. This has had a profound impact on our financial insight and the improved forecasts have informed our strategy, delivering lasting value to the business. ”

“Working with Legacy Group has completely changed how we operate financially. Before bringing them on, we had ambition and momentum, but our financial structure wasn’t matching our growth pace. Amrik and his team built the financial visibility, investor confidence, and governance discipline we needed to move from a start-up mindset to a scale-up business.

PollenPay CEO