Six fractional CFOs. One book of monthly board packs.
Northway runs a six-person fractional CFO practice across eleven Series A and B SaaS portfolio clients. Forty-one board packs shipped last quarter, all on time, all from one workspace, all on a branded portal.
Northway PartnersMonthly board pack
Prepared for the boardMonthly board pack
Board packs / quarter41
On-time delivery60% → 100%
Avg. retainer+22%
Board packs / quarter41across 11 clients
On-time delivery60% → 100%first quarter after switching
Avg. retainer+22%year on year
The challenge
Eleven clients. Eleven calendars. One Sunday.
Northway took on its eleventh fractional CFO engagement at the end of last year. The math stopped working at that headcount. A monthly board pack runs to about fifteen pages of variance commentary, MRR build, runway tables, hiring plan, and the CEO's narrative. Across eleven clients, that is a hundred and sixty-five pages of finance writing every month, on top of the actual close work. Three of the six partners were spending most of one Sunday a month on layout and chart cleanup.
On-time delivery had quietly slipped to about sixty percent. Two clients with strict investor reporting cadences had escalated. The firm was about to either turn off new engagements or hire a finance ops associate to pick up the formatting, neither of which the partners were enthusiastic about.
“The first board meeting where I did not spend Sunday night formatting was disorienting. I genuinely had nothing to do at 9pm. I went to bed. The pack went out Monday morning at the same time it always had, just without me hating it.”
Aisha MwangiPartner, finance operations, Northway Partners
The approach
A monthly close that ends in a board pack, not a Google Doc.
Northway connected Docsiv to each client's accounting and metrics stack and built a monthly board pack template per portfolio company, branded to that company's identity instead of Northway's. Studio drafts the variance commentary, the MRR build narrative, and the runway summary from the numbers plus a short partner note. The partner edits the analysis where it matters and signs off.
Each pack ships to the board through a branded portal on the client own domain. Investors open one link, see the pack, can drill into any chart, and the founder gets a quiet view of who on the board has actually read the runway commentary before the meeting. The Sunday-night layout work moved from the partner calendar to the platform.
The outcome
Eleven clients shipped on the first of the month.
On-time delivery moved from about sixty percent to one hundred percent in the first full quarter. Forty-one packs shipped across the eleven clients, with no missed months and no late deliveries beyond the second business day. The two escalated clients renewed for the year without conversation.
Average retainer rose twenty-two percent across the book, partly because Northway started bundling the branded board portal into the engagement instead of treating it as the partner overhead. The associate hire never happened. The Sundays came back.
AI from live metricsBranded board portalsPer-client custom domainsRecurring report cadence
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