15+yrs
Financial Leadership and M&A Experience
$500M+
Transaction & capital value advised
50+
Companies guided
CFO + M&A
One perspective, both sides of the table
Software M&A · Fractional CFO · Enterprise-value focused · AI-run finance · Lower-middle-market software · Built for the exit ·
What We Do
From your monthly close to your eventual exit — every financial challenge, covered.
01
Embedded Fractional CFO
An extension of your team, in your meetings and models.
02
Full Stack: Bookkeeping to Strategy
AP/AR and reconciliations all the way up to high-level strategy.
03
AI-Assisted Finance Operations
Continuous close, anomaly detection, a plain-English decision engine.
04
Financial Infrastructure & Reporting
Close process, dashboards, board packages, built to scale.
05
Forecasting & Scenario Planning
A dynamic model, budget-vs-actual, and hypothesis testing.
06
Enterprise Value & Exit Readiness
Diligence-grade books and the metrics buyers pay for.
Driving
Real Results
About Dan Shapiro
Building companies worth buying
With over fifteen years leading finance, operations and management across a wide range of companies, Dan is an M&A-experienced CFO who brings clarity to business leaders looking to build enterprise value.
Who This Is For
Founder-Led SaaS/AI
($1m-$10m Revenue)
Scaling toward a raise or exit, start building enterprise value today, not one week before you need to.
Professional Services
($2m-$20m Revenue)
Professionalizing finance for the next stage. Margin, utilization, cash.
Preparing for a Transaction
(Pre-GTM, LOI)
A sale, recap, or raise in the coming months or years. Get diligence-ready now.