The rules for building a finance team were written before AI. They haven't been rewritten yet.

If you're running a lending business, a leasing or asset-based lending company, or you're embedding a financing product into your core offering, your finance function is more complex than your SaaS peers and your org design decisions matter more. When do you bring in a fractional CFO? When does a fractional stop being enough? And how does any of that change when modern tooling means one person can do the work that used to take three?

David Rapoport (Aleph), Derek Watson (Scalepoint), and Ken Lubin (ZRG) compare notes across hundreds of fractional CFO engagements, executive searches, and FP&A deployments inside specialty lending and finance businesses. They'll map the org from pre-seed to Series B and call out what AI actually changes, and what's just hype.

Designed for founders, CEOs, and operators building lending or financing businesses, Seed through Series B.

Join in on the discussion to learn:

• A stage-by-stage org design map for finance, from pre-seed through Series B and beyond
• How to know when a fractional CFO is no longer enough
• What changes at Series A and why FP&A becomes the inflection point
• How modern tooling is shifting where and when finance hires create the most value
• What to look for when making the in-house CFO or VP Finance hire
• The honest truth on AI in finance: what's hype, what's working, what founders should ignore
• How a fractional CFO with the right tools can take on six or seven clients instead of three

Plus, much more...