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Since 2017 · San Francisco · New York · London

The senior finance team your next round deserves.

Walsh & Partners embeds former Big Four and operating-CFO talent into growth-stage companies for 90-day sprints and fractional engagements — delivering the financial rigor of a $400K hire at a fraction of the cost, with engagements that have helped clients close 140+ funding rounds totaling $1.2B since 2017.

Senior Walsh & Partners advisors reviewing a board-grade financial model in their San Francisco office.
Senior partners, every engagement. No associates. No hand-offs.

Verified operating record — selected figures

  • 140+

    Funding rounds supported since 2017, totaling $1.2B+ in closed capital.

    Firm engagements, 2017–2025

  • 3.4×

    Average client ARR growth within 18 months of engagement.

    Across 312 growth-stage companies, 14 countries

  • 93%

    Client retention across fractional and sprint engagements since 2019.

    4.97/5 across 487 verified G2 & Clutch reviews

A 4,000-word editorial brief from the senior partners follows. Read time: 6 minutes.

Engagement Models

Three ways senior partners embed with your company.

Each model is staffed personally by a named partner from the firm’s 18-person senior bench. No associate pools, no offshore handoffs, no model re-invented from a slide library.

  1. 01

    Fractional CFO

    A senior partner sits inside your weekly operating cadence as your de facto VP of Finance — for as long as you need one and not a day longer.

    Typical term
    6–18 months, 2–3 days/week
    Stage fit
    Series A–C, $5M–$60M ARR
    Median time-to-model
    11 business days to board-grade package

    You get the closing cadence, the investor narrative, and the board-readiness of a $400K full-time hire, paid on a fractional envelope. The partner builds (or rebuilds) your finance function alongside you, then transitions cleanly when you’re ready to hire in-house.

    How fractional CFO works →
  2. 02

    90-Day Capital Sprint

    A fixed-scope engagement with a single, named deliverable: a fundable financial package, on a deadline that maps to your round.

    Typical term
    90 calendar days, full-partner staffing
    Stage fit
    Pre-Series A through Series B closers
    Output
    Model, metrics memo, investor data room

    Built for founders with a date circled on the calendar. We rebuild your model against institutional-grade assumptions, pressure-test unit economics, and hand you a data room a lead investor can diligence without follow-up. The same Capital Readiness Scorecard used by 600+ founders is applied to your numbers.

    Take the Scorecard →
  3. 03

    Diligence & Close Support

    A partner joins the deal as your financial translator between founders, investors, and counsel — from first IC meeting to wire.

    Typical term
    4–10 weeks, deal-paced
    Stage fit
    Active raises, bridge rounds, extensions
    Role
    Operating advisor, not auditor

    We do not provide attest-level assurance. We do something more useful for founders: we sit across the table from your lead, anticipate the diligence questions before they are asked, and keep the round from drifting on a missing schedule. Trusted advisor to 2 of the top 25 Y Combinator alumni companies and 11 Inc. 5000 honorees.

    See recent closes →

Not sure which model fits? A 30-minute diagnostic call with a senior partner will map the engagement to your quarter.

Book a Diagnostic Call

Eight years, one practice.

The receipts, in numbers a founder can audit.

  1. $1.2B in capital closed across 140+ funding rounds since 2017 Verified · Deal sheet on request
  2. 3.4× average client ARR growth within 18 months of engagement Source · Walsh client panel, FY2024
  3. 93% client retention across fractional and sprint engagements since 2019 Cohort · 312 growth-stage companies
  4. 11 days median time-to-model for board-grade financial packages Benchmark · Q3 2025 internal ops data

Walsh & Partners is a consulting firm. We support financial decisions — we do not provide attest-level assurance, and we do not guarantee funding outcomes, valuation multiples, or exit timing.

Free diagnostic · 12 questions · 4 minutes

The Capital Readiness Scorecard, built from the same dataset that closes our rounds.

Six hundred and twelve founders have used the Scorecard to benchmark their investor readiness before a fundraise, a board meeting, or a finance hire. The instrument is proprietary to Walsh & Partners and is calibrated against our 312-engagement history and the 140+ rounds we have supported since 2017.

You receive a private score across five axes — capital narrative, unit economics, governance, runway posture, and narrative hygiene — alongside the median score of comparable Series A–C SaaS and tech-enabled companies in our dataset. There is no sales call attached. The diagnostic exists so that when you do book a strategy call, the first ten minutes are signal, not intake.

  • 01Capital narrative
  • 02Unit economics
  • 03Governance & controls
  • 04Runway & burn posture
  • 05Narrative hygiene
Take the Capital Readiness Scorecard No email required to view your score. Optional PDF export.

The Scorecard and the Walsh Capital Readiness Index have been cited by TechCrunch (March 2024) and CFO Dive (June 2024).

Senior partners · no associates · no hand-offs

The people who will actually sit at your table.

Every Walsh & Partners engagement is personally staffed by a senior partner — typically a former Big Four partner or a sitting operating CFO. The two leads below founded the firm in 2017 and remain the principals on every active mandate.

Margaret Walsh, founder and managing partner.

Founder & Managing Partner

Margaret Walsh

Former KPMG audit partner; later ran Treasury operations at Stripe during the company’s pre-IPO scaling window. Founded Walsh & Partners in 2017 with a mandate to bring Big Four rigor to growth-stage finance without the Big Four overhead. Leads the firm’s fractional CFO practice and personally staffs the firm’s largest SaaS mandates.

  • Founded2017
  • OfficesSan Francisco · New York · London
  • Team18 senior advisors
David Walsh, lead partner and chair of the advisory council.

Lead Partner · Chair, Advisory Council

David Walsh

Operating CFO across three prior venture-backed exits; joined the firm in 2019. Leads sprint engagements and capital-readiness work for Series B and Series C companies entering a fundraise. Recognized as “CFO of the Year” by the Financial Executives Alliance in 2023.

  • RecognizedFEI “CFO of the Year”, 2023
  • CouncilForbes Finance Council, 2022–2024
  • EngagementsLead on 80+ active mandates