We build your pipeline. You close the clients.
We run customer acquisition for you — targeted outreach to the buyers who hire fractional CFOs, warm leads routed to your inbox, and the credibility infrastructure to make them convert. You stay focused on delivery.
See what's costing you retainer clients.
Built by a PE-backed CFO | 20+ years in PE-backed finance & operations
The problem isn't your track record. The right buyers don't know it exists. Right now, someone with half your experience is getting the call you should have received.
"Fractional CFO | Finance Leader"
Available for engagements. 20+ years experience.
0–2
calls / month
100%
referral dependent
$4–6K
avg retainer
"Fractional CFO for PE-Backed SaaS | $5M–$50M EBITDA"
Positioned as the specialist founders and sponsors seek out.
4–8
convos / month
Inbound
+ outbound
$10–15K
avg retainer
4–8
Qualified conversations per month
15
Days to first outreach live
2–3×
Average retainer increase
Zero
Hours spent on prospecting and outreach
Your practice, six months from now.
The only variable is whether you have a system working for you — or you're still doing it alone.
Six months from now — without a system
Your headline still says "Fractional CFO | Finance Leader | Strategic Advisor." You're still invisible to the buyers who matter.
You've sent 200 connection requests. Twelve people accepted. None replied. You're checking LinkedIn daily, wondering if this was the right move.
A referral came in last month — wrong industry, wrong size, wrong fit. You took it anyway because the pipeline was empty. $4,500/month. You're spending 30% of your time on business development you hate.
No idea what Q3 looks like.
Six months from now — with ClearPoint
Your headline reads "Fractional CFO for PE-Backed SaaS | $5M–$50M EBITDA." PE sponsors and CEOs understand immediately why you're the right CFO.
You had six qualified conversations last month. Two are moving to proposal. One is a PE portfolio company — $12K/month retainer, exactly the work you want to do.
You declined two engagements last month — wrong fit. You can afford to be selective because the pipeline is full. Zero time spent on business development. ClearPoint handles it.
Pipeline visible 90+ days. Two retainers renewing. Choosing clients.
Eric Uva
Founder, ClearPoint CFO
Why a PE-Backed CFO Built This
After 20+ years as a PE-backed CFO and operator, I watched the same thing happen again and again: exceptional finance leaders would leave corporate, launch a fractional practice, and then spend six months wondering why the phone wasn't ringing.
They had the skills. They had the track record. What they didn't have was a way to make the market see it. They'd gone from being recruited to having to sell — and nobody taught them how.
I built ClearPoint because that gap shouldn't exist. I know what CEOs, boards, and PE sponsors actually look for when they hire a fractional CFO. The outreach system is built on that knowledge — not marketing theory.
How ClearPoint acquires clients for you.
Four parts. Each one builds on the last. Together, they replace the inconsistent referral pipeline with a system that brings qualified buyers to you.
Acquisition Roadmap
We score your positioning, proof, and outreach readiness across 7 dimensions. You see exactly where qualified buyers are dropping off.
Positioning & Proof Rebuilt
We clarify your niche, sharpen your headline, rebuild your LinkedIn presence, and make your proof buyer-relevant.
Personalized Outreach
We identify the right buyers and referral sources, then run personalized outreach on your behalf. Every message tailored. Every target researched.
Qualified conversations. Every month.
Warm conversations are routed to you with context. You take the call, run the discovery, and close the engagement. We handle everything that gets you to that conversation — so your pipeline grows without you lifting a finger.
4–8
qualified conversations
per month
Ready to see where your pipeline is leaking?
Your Acquisition Roadmap scores 7 dimensions of your positioning and outreach readiness. Takes 10 minutes. Delivered within 48 hours.
What happens after you start.
Activation begins inside 7 days. In the first two weeks, we lock your buyer targeting, build your credibility infrastructure, and launch your first outreach sequences.
Day 1–2
Intake & Buyer Targeting
Deep-dive into your background, ideal clients, and competitive landscape. We define your niche and ICP so outreach lands with the right buyers.
Day 3–5
Positioning & Messaging
ICP lock, messaging framework, and value proposition drafted. Headline, About section, and buyer-facing language refined.
Day 6–8
Profile Credibility Build
Full profile overhaul: headline, banner, About, Featured section, and experience entries rewritten to convert profile views into conversations.
Day 9–11
Proof Asset Development
One client case narrative built, banner designed, headshot direction provided. Visual assets aligned to your niche and buyer expectations.
Day 12–13
Outreach Sequence Build
Outreach angles, messaging sequences, and connection request copy built for your ICP. Every message tailored to your niche and buyer profile.
Day 14–15
Outreach Live
Everything goes live. First connection requests sent. Recorded walkthrough of your outreach system and ICP targeting. Ongoing acquisition begins.
What Happens After You Start
Your first 30 days, week by week.
Intake & Strategy
Profile & Identity
Content & Launch
Ongoing Acquisition
Why this works when other business development doesn't.
Instead of
Generic marketing agency
ClearPoint delivers
Operator-built positioning
Agencies run the same playbook for dentists, coaches, and CFOs. ClearPoint was built by a PE-backed CFO who knows how serious buyers actually evaluate finance talent.
Instead of
Random LinkedIn outreach
ClearPoint delivers
Carefully targeted, personalized outreach
Mass connection requests get ignored. We research every target, tailor every message, and only reach out to buyers relevant to your specific niche.
Instead of
Lead generation
ClearPoint delivers
Retainer client acquisition
Lead gen produces volume. ClearPoint produces qualified conversations with buyers who need a fractional CFO at your level — and are willing to pay retainer rates.
Instead of
DIY business development
ClearPoint delivers
Done-for-you execution
You didn't leave corporate to become a marketer. ClearPoint handles the positioning, the outreach, and the pipeline — so you focus on the work you're actually good at.
One retainer client covers the entire system.
How long are you willing to wait?
ClearPoint Investment
$2,995
per month
vs.
vs.
One New Retainer Client
$10–15K
per month, recurring
Breakeven
1 client
First retainer covers the system
Year 1 upside
$70–140K
Net new revenue from 2–3 retainer clients
Time to first conversation
30 days
First conversations typically within 30 days
What changes for your practice.
Better clients. Higher retainers. More predictable revenue.
B2B SaaS CFO
45 days to first qualified conversationBefore
After ClearPoint
PE Portfolio CFO
60 days to first qualified conversationBefore
After ClearPoint
Manufacturing CFO
30 days to first qualified conversationBefore
After ClearPoint
Your Acquisition Roadmap
Most fractional CFOs have no idea where qualified buyers are dropping off. The Acquisition Roadmap scores your positioning, proof, ICP clarity, and outreach readiness across 7 dimensions — and shows you exactly what to fix.
Every ClearPoint engagement starts here. The report is yours to keep and act on — with or without us.
Positioning Score
How clearly your LinkedIn profile communicates who you serve, what you solve, and why you're the right CFO.
ICP Clarity Score
Whether your ideal client profile is specific enough to attract the right buyers — or so broad it attracts no one.
LinkedIn Buyer-Readiness Score
How your profile, content, and proof stack up when a qualified buyer lands on your page and decides in 8 seconds.
Outbound Readiness Score
Whether your messaging, targeting, and outreach infrastructure are built to start conversations — or just send noise.
Revenue Leakage Estimate
The retainer revenue you're leaving on the table each quarter from positioning gaps, weak proof, and missed conversations.
3 Highest-Priority Fixes
The three specific changes that would have the biggest impact on your pipeline — ranked by effort and expected return.
Peer Benchmark by Niche
How you compare against other fractional CFOs in your niche and stage — so you know exactly where you stand.
Delivered in 48 hours
10 minutes to complete. Scored by a CFO, not a bot.
Takes 10 minutes. Your roadmap arrives within 48 hours.
The revenue engine for your CFO practice.
Get Your Acquisition Roadmap60-day initial commitment. Cancel with 30 days' notice after.
April 2026: 3 of 4 onboarding spots remaining.