Case Study 01 · Interim Leadership

Interim CFO Placement for Series B Fintech

Navigating a critical 6-month leadership gap during a major funding round.

9 days

Time to placement

$80M

Round closed

+18%

Above target valuation

01

The Challenge

A high-growth Series B fintech faced the abrupt departure of its CFO eight weeks before launching a $80M funding round. The board needed a battle-tested finance leader who could own investor diligence, refresh the data room, and stabilize the finance org — without disrupting the active raise.

02

The Solution

Within nine days, Pinnacle One brokered a former Big-Four partner with three prior Series B–D fintech exits. We managed the credentialing, NDA, and onboarding so the interim CFO was operational by week two — leading weekly investor calls, restructuring the financial model, and mentoring the existing finance team.

03

The Impact

The funding round closed two weeks ahead of schedule at the upper end of the targeted valuation. The interim CFO transitioned out cleanly after handing over to a permanent hire he helped recruit, leaving a stronger finance organization than he found.

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