How is pricing structured?

Most engagements run as a monthly retainer with a fixed scope and a written exit point. Capital events (raises, M&A, IPO readiness) use a base plus a success-aligned component. We publish the rate card before the contract.

What is the typical timeline?

Twelve to twenty-six weeks for a full embedded engagement. First artefact in week three. We do not run discovery months — the work starts in week one.

What does “embedded” really mean?

We are inside your Slack, your Notion, your repo, your CRM, your data warehouse. We attend the meetings, run the cadence, write the artefacts. Your team sees us in the daily, not in a steerco.

Do you work internationally?

Yes. Active engagements across the EU, UK, and US. Remote-first with on-site weeks in Miami and Berlin when it accelerates the work.

How are AI and automation projects scoped?

We start with one workflow, in production, in six to ten weeks. No pilots. No isolated sandboxes. The system runs against your real data, with evals and guardrails, owned by your team at handover.

Do you offer ongoing sparring after a project?

Some founders keep one of us on retainer for the hard quarters — capital events, M&A, the first 100 hires. Light, monthly, surgical. Only when it earns its place.

Your newera ofCFO

Finance. Tech. AI.
Built inside your company.
Not beside it.

Book a 30 min call Meet the three layers

An ancient oak in afternoon light — the page atmosphere.

An ancient oak canopy in afternoon light.

Oakfyn provides CFO and CTO capabilities as a service, helping companies scale without building large internal teams.

Trust

We deliver across industries.

Our clients are listed groups, founder-led scale-ups, family offices and funds. We engage with fast decision makers who look for solutions, not slide decks.

The headaches
we remove.

Finance.

Reporting that hides the real number.
Finance reportings and decks, rewritten the night before. No one trusts the runway.
— pain point 1
Forecasts that lag two cycles.
By the time the model updates, the question is already in the past.
— pain point 2
The finance black box.
No clear processes. No ownership. When finance is a cost center.
— pain point 3

Tech.

Platforms from 2000.
Tools and platforms used for decades, just always duct-taped. Running on the edge.
— pain point 1
Velocity that quietly halved.
Releases ship, but every change costs three more meetings.
— pain point 2
Stack debt no one owns.
Zero ownership in workflows, followed by unfinished migrations.
— pain point 3

Build.

AI pilots that never reach production.
A demo, a mockup, a slide, a Slack channel. Zero execution. Remaining silence.
— pain point 1
Automations bolted onto chaos.
AI as holy grail, without testing. Disrupting businesses, because no plan.
— pain point 2
Tools faster than people can adopt.
Licenses paid. Nobody logs in. The team uses previous workarounds.
— pain point 3

Pick the service
you need.

Pick a service, or combine them. Each engagement is tailored to your needs, with the aim of maximizing your business's success.

FinanceOS

An interim CFO dedicated to frontline execution, providing hands-on leadership rather than mere consultation.

Finance Process Automation
Capital raises, M&A, IPO readiness
Forecasting, reporting and cash runway
Dashboards and controlling that run by themselves on Fridays
Board-grade reporting your investors actually trust
Unit economics that withstand investor scrutiny
Cash flow management and working capital discipline
Budgeting and scenario planning for every outcome
Investor relations and data rooms done right
KPI frameworks that tie finance back to strategy

See FinanceOS

TechOS

An interim CTO who ships, then leaves it standing.

Realistic development roadmaps
Challenging your tech stack — and improving it
Solutions instead of duct-taping
Security and observability that wake up before you do
Architecture decisions that compound value
Engineering hiring loops that find real builders
Documentation that survives the handover
Technical debt paid down, not papered over
CI/CD pipelines that ship without the drama
Code reviews and standards your team keeps using

See TechOS

BuildOS

AI and automation that reach production.

Internal AI agents wired to your data
Automations across your CRMs, finance, tech and operations
Testing models that fit your business, not the hype
Adoption of tools and solutions that last, not just a week
Real workflows shipped into your tools and teams
No mockups, demos or Notion graveyards
AI use cases scoped for ROI, not buzzwords
Integrations that connect the systems you already run
Human-in-the-loop guardrails where they matter
Training so your team owns what we build

See BuildOS

An embedded team.
Full of success.

We believe in exceptional clients. That's why we deliver outstanding results.

Projects worldwide

€0m+

Capital advised

0 days

Median to first artefact

0 hrs/wk

Saved via automation

Bring your questions.
We give you answers.

No discovery deck. No sales loop. One operator, one call, the honest read of where you are and what we'd do this quarter.

Book a 30 min call

Our satisfied
C-Level clients.

Remco Westermann

CEO

Oakfyn provided interim CFO leadership exactly when we needed it. They quickly integrated into our organization, supported four M&A transactions, helped structure bond financings of up to USD 150 million, and ensured a seamless handover to our permanent Group CFO. A highly reliable partner throughout the process.

Verve SE Groupverve.com

01 / 03

Katrin Spahn

CSO

“We found ourselves short-handed in Finance. Oakfyn combined finance expertise with AI-driven automation to realign our processes, improve collaboration, and reduce friction across teams. Most importantly, they connected parts of the organization that had previously operated in silos.”

Georg Griesemann

Interim CFO

“During the due diligence of an acquisition target, we required support across financial and tax workstreams. Oakfyn integrated seamlessly into the transaction, helping us sign the deal within two months and complete the purchase price allocation post-closing. A highly professional and reliable partner throughout the process.”

Florian Puncochar

CEO

“We are extremely satisfied with the outstanding service provided by TechOS. We saw tangible results almost immediately. Before working with TechOS, we had waited more than two years to achieve similar outcomes. The impact has been remarkable.”

Martin Kowol (StB, WP)

Partner

“Oakfyn is a reliable partner throughout our audit processes and in managing our group consolidation within LucaNet. Their expertise, responsiveness, and attention to detail have helped us maintain high reporting standards and ensure a smooth audit process.”

Daniel Kraemer

CEO

“When our technology team was stretched, Oakfyn's TechOS and BuildOS teams stepped in seamlessly. They quickly integrated into our organization, provided the additional expertise and execution capacity we needed, and helped us deliver critical projects on time. Their support ensured we maintained quality, met client expectations, and achieved our strategic objectives.”

Case studies

Results
of our mandates.

View all case studies

Finance

DISTRICTNINE

A finance function that keeps pace with the growth.

FinanceOS pairs an always-on controlling engine with a fractional CFO — reliable books on a fixed rhythm, plus senior judgement for the moves that don't fit a spreadsheet.

On time: Monthly close
Fractional: CFO sparring
Lisbon: Programmatic adtech

Tech

GB-STRATEGIES

From half-built liability to a platform that earns its keep.

A stalled six-figure build, reset foundation-first: one trustworthy data layer, real APIs, workflows that fit the business, and spend turned from an opaque total into a line-by-line map.

6 mo.: Interim CTO
TechOS: + BuildOS
End-to-end: Data → security

Finance

LISTED ADTECH PLATFORM

Steadying a listed platform through M&A and the debt markets.

An Interim CFO mandate for an acquisitive, capital-markets-active issuer: reorganise the finance function, carry it through deals and integration, and stand behind a multi-€100M bond programme.

Multi-€100M: Bond programme
Interim: CFO mandate
M&A + PMI: through the deal

FAQ

We give answers
before you need to ask.

The six questions that come up in every first call. Anything more specific — bring it to the 30-minute call.

Most engagements run as a monthly retainer with a fixed scope and a written exit point. Capital events (raises, M&A, IPO readiness) use a base plus a success-aligned component. We publish the rate card before the contract.

Your newera ofCFOCTOAI ENGINEERCFO