Let’s say you’re the founder and CEO of a mid-sized healthcare tech company. You’ve bootstrapped your way to $10M in annual revenue with a small but scrappy team. You’ve got strong product-market fit, but cracks are forming:
Your finance team is overwhelmed and reacting instead of planning.
Marketing isn’t working in sync with product launches.
You’re eyeing a Series B raise, but investors want a clearer growth plan and better financial forecasting.
You don’t need more middle managers—you need C-suite horsepower.
Enter: Fractional Twinning
You don’t have the runway—or the need—for a full-time CFO or CMO. But what if you could twin your business with just the right executive leadership, precisely when and where you need it?
Step-by-Step: How Fractional Twinning Works
1. Identify the Gap
Your business needs:
Financial modeling and forecasting
Investor readiness
Marketing strategy aligned with revenue goals
2. Twin with a Fractional CFO and CMO
You engage a Fractional CFO for 12 hours/month.
You bring on a Fractional CMO for 8 hours/month.
Both are seasoned executives with industry experience. They’re not “consulting”—they’re embedded in your business, working with your team and driving strategy.
3. They Get to Work
The CFO twin:
Rebuilds your financial model and budget
Prepares investor-ready decks and KPIs
Creates a 12-month cash flow forecast
The CMO twin:
Audits your existing funnel and messaging
Aligns your product and marketing roadmap
Launches a 90-day demand gen campaign that ties directly into revenue targets
4. Results in 90 Days
You pitch investors with confidence—and land 3 new term sheets.
You reduce customer acquisition cost (CAC) by 28%.
Your team is finally aligned around real numbers, real strategy, and real execution.
And you did it without hiring a single full-time executive.
Why This Works
This example shows the core strength of fractional twinning:
You don’t compromise: You get the executive you need—when you need them—for the exact challenge at hand.
You stay lean: You avoid six-figure salaries, benefits packages, and long-term commitments.
You build momentum: With strategic clarity and executive-level guidance, your team moves faster and smarter.
Ready to Find Your Twin? Here’s How to Get Your Business Ready
Bringing in a fractional twinning partner isn’t just about hiring leadership on demand—it’s about setting your business up to maximize that partnership from day one.
Here’s how to prepare:
1. Get Clear on the Problem You’re Trying to Solve
Before you engage a fractional executive, define the gaps.
Ask yourself:
What keeps you up at night—cash flow, scaling, marketing, ops?
Where is your team stretched thin or lacking experience?
What initiatives keep stalling without clear leadership?
When you can name the challenge, you can twin with the right executive solution.
2. Organize Your House (Just Enough)
You don’t need everything perfect—but you do need visibility.
Have the basics ready:
Financial reports (even if rough)
Org charts and job descriptions
Your current goals, roadmap, or KPIs (even if aspirational)
This gives your fractional twin a running start without wasting time on discovery.
3. Define the Role—Not the Title
Think in terms of outcomes, not org charts.
Instead of saying, “We need a CFO,” say:
“We need someone to create a financial model, evaluate cash runway, and support investor conversations.”
This helps you attract the right partner—someone who’s not just filling a role but driving specific results.
4. Set Expectations & Communication Rhythm
Decide in advance:
How often will you meet?
Who on your team needs access to them?
How will progress be tracked?
Fractional twins are fast, focused, and independent—but they still thrive on structure and accountability.
5. Commit to Collaboration
Your fractional twin is not a consultant on the sidelines—they’re part of your team. Be open. Be direct. Be ready to integrate their insight into real decisions.
When you treat them like a true partner, they deliver results like one.
