At Grey Unicorn, we provide specialist Fractional CFO services for creative agencies, consultancies, SaaS and other technology companies. Unlike traditional accountants or controllers, we deliver board-level financial strategy and hands-on tactical execution tailored to driving growth, scale, optimising profitability and maximising valuation in every growth cycle.
Every engagement starts with a consultation to understand your business model, revenue streams, growth opportunities, and financial challenges.
From there, we design a bespoke CFO roadmap aligned with your strategic priorities — ensuring you grow faster, scale smarter, and maximise long-term business value.
Fractional CFO-led financial planning, scenario modelling, and KPI dashboards. We translate business strategy into actionable financial plans, insights and KPIs that deliver growth, scale, optimise profitability and unlock opportunities in challenging competitive conditions.
We define strategies that optimise margins and improve efficiency. For creative agencies, this means smarter project pricing and contract structures. For SaaS and technology businesses, it means optimising customer lifetime value, reducing churn, and unlocking scalable profitability.
Comprehensive cash flow forecasting and working capital optimisation. Our target: building at least 10x monthly operating expenses (OPEX) in cash reserves to ensure resilience through growth cycles and market headwinds.
Our value optimisation framework aligns financial strategy with your exit goals. Whether you’re preparing for M&A, private equity investment, or succession, we ensure every strategic decision enhances your company valuation.
From fundraising strategy and financial modelling to investor relations, we help secure the right growth capital. Our CFOs prepare you for investment discussions, positioning your business to attract funding on the best terms.
We build scalable best-in-class finance functions, with finance policies, procedures, internal controls and effective systems to improve business performance through each growth cycle.









