Expert CFO guidance, without the full-time cost
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The Problem
Most growing companies lack access to experienced financial experts. Hiring a full-time CFO is highly expensive, yet critical financial decisions cannot wait.
Who we are ?
Co-Equiti is a forward-thinking Fractional CFO firm built for modern businesses that want to scale smart. We partner with founders and executive teams to turn financial data into powerful business strategy.
Our Mission
To bridge the gap between accounting and strategy — helping businesses not only understand what happened but prepare confidently for what’s next
Our vision
We help you make better financial decisions, confident in front of investors, optimize cash flow, and accelerate growth — at a fraction of the cost of a full-time CFO.
Why Partner With Co-equiti?
Comprehesive solution
Co-Equiti provides a complete financial ecosystem that connects FP&A, Business Intelligence, strategic CFO advisory, and fundraising support. We bridge data, strategy, and execution — giving your business the clarity to plan ahead, the insight to act decisively, and the structure to scale confidently.
AI Powered
AI-powered tools to deliver accurate, real-time insights.
Our data-driven approach helps businesses shift from intuition-based to evidence-based decision-making — enhancing profitability, control, and growth.
Consultation
At Co-Equiti, we act as part of your core team, not just an external consultant. We guide you through investor relations, financial modeling, and capital readiness — ensuring your financial strategy evolves with your business journey.
Our Services
WHAT DO WE OFFER ?
. What does Co-equiti do?
Co-equiti is a boutique advisory firm specializing in private market transactions. We provide services in secondary share sales, mergers & acquisitions (M&A), fundraising support, and investor education through intensive training programs.
. Who can benefit from your services?
• Existing investors looking for exit opportunities. • Startups and companies seeking funding to scale and expand. • First-time or aspiring investors who want to learn how to invest in technology and startups. • Corporates interested in pursuing mergers or acquisitions.
. How do you support secondary share sales?
We connect investors with a network of serious buyers across the region, ensuring a seamless and confidential process that helps investors exit or restructure their portfolios efficiently.
. What makes your investor training programs unique?
Our programs combine practical, hands-on learning with deep industry insights. Key topics include: • Startup evaluation and due diligence. • Fundamentals of tech investing. • Deal structuring and investment decision-making. In addition, participants benefit from one-to-one mentorship and access to a growing investor community.
. How can you help companies raise capital?
We work closely with founders to: • Refine and position their financial story. • Connect them with our network of investors, funds, and banks. • Negotiate terms to secure the most favorable financing solutions.
FQA
1. What is a Fractional CFO?
A Fractional CFO is a senior financial expert who provides part-time or project-based strategic finance leadership — giving your business access to high-level financial guidance without the full-time cost.
2. How is Co-equiti different from an accounting firm or financial advisor?
Accounting firms focus on recording and compliance. Financial advisors often focus on investments.
Co-equiti, as a Fractional CFO, focuses on strategy — using your financial data to drive growth, improve profitability, and support long-term decision-making.
3. Who needs a Fractional CFO?
Startups preparing for fundraising or building investor confidence.
SMEs seeking financial clarity, scalability, or access to bank financing.
Companies in transition, such as restructuring, mergers, or expansion.
Founders and CEOs who need strategic financial support without hiring a full-time CFO.
What systems/tools do we need?
We work with what you have:
Accounting: QuickBooks, Xero, Sage, Zoho Books, etc.
We bring our own software and analytics tools.
No additional purchases required.
What is the implementation timeline?
Step 1: Assessment
- Understand your business and challenges
- Select appropriate service package
- Sign service agreement
Step 2: Set up Integration
- Integrate financial systems
Step 3: Deliverables
- See results within 30 days based on your package
Our Clients
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