A fractional CFO practice needed to grow beyond referrals from their VC network. AI agents helped them reach founders and CEOs at companies that needed CFO-level guidance but couldn't afford a full-time hire.
* Company identity anonymized to protect client confidentiality. Results verified.
This fractional CFO firm provides part-time CFO services to startups and growth-stage companies. Their clients typically have $2-20M in revenue—big enough to need strategic financial guidance but not ready for a $300K full-time CFO.
They'd built their practice through VC referrals, but those were inconsistent and competitive. They needed a way to proactively reach founders and CEOs at companies in their sweet spot.
They deployed 5 AI agents targeting founders and CEOs at companies showing specific financial inflection points:
Messaging focused on specific triggers: preparing for a raise, investor reporting requirements, cash runway management, and the gap between bookkeeping and strategic finance.
"Most founders don't know they need a fractional CFO until they're in trouble. The AI messages reached them at the right moment—preparing to raise, hitting growth milestones, getting pressure from their board. We're having strategic conversations instead of rescue missions."
See how AI sales agents can help you reach founders who need CFO guidance.