Partner With Capital Source / Fractional CFOs
Bring Your Clients a Capital Solution That Fits the Numbers You Manage
You own the financial strategy. When a client needs capital, Capital Source helps you evaluate and structure financing that fits their cash flow, balance sheet, and growth plan, so the recommendation only reinforces your role.
Help your clients find capital that actually fits
Your clients rely on you for financial clarity, discipline, and strategic decision-making. When capital is needed, Capital Source helps you evaluate financing options that fit the client’s cash flow, balance sheet, growth plans, and existing obligations. We help you bring a well-matched capital solution to the table while reinforcing your role as the strategic financial leader your client depends on.
You guide the client. We help source and structure the capital.
A capital partner that works the way you do
Disciplined, analytical, and aligned to the plan you have already built for the client.
Financing that fits the balance sheet
We weigh new capital against existing obligations, covenants, and cash flow, so the structure strengthens the plan instead of straining it.
A second set of underwriting eyes
We assess the real need before presenting a path, so the option you bring the client is grounded in analysis, not guesswork.
You stay the strategic lead
We work behind your guidance. The client sees you as the financial leader who knew exactly where to turn.
Options across the capital stack
From working capital to asset-based and growth capital, we help match the instrument to the actual need.
Solutions we help your clients explore
We evaluate the need first, then help identify the structure that fits the client’s actual situation.
Working capital
Liquidity structured around the cash conversion cycle you manage day to day. See working capital.
Business line of credit
Flexible, revolving access for uneven months and timing gaps. See business line of credit.
Revenue-based funding
Capital that flexes with revenue for growth-stage clients. Explore revenue-based funding.
Asset-based lending
Borrowing power built on receivables, inventory, and equipment. See asset-based lending.
Equipment financing
Fund the assets that drive output while preserving operating cash. See equipment financing.
Acquisition financing
Capital structured around a purchase, buyout, or expansion. Explore acquisition financing.
How the partnership works
You guide the client. We help source and structure the capital.
Bring us the need
Share the client’s situation and capital objective using the form below. The more context on cash flow and obligations, the better the fit.
We evaluate and structure
We assess the business, weigh the options, and identify a capital structure built around the client’s actual numbers.
You present with confidence
You bring the client a well-matched solution and stay the strategic financial leader they rely on.
A capital partner that makes your guidance look even better
We take the time to understand each client’s business, cash flow, collateral, industry, timing, and goals before helping identify the most appropriate capital solution. You keep the relationship. We help structure the solution.
Fractional CFO partner FAQs
How does Capital Source work with a fractional CFO?
We work behind your guidance. You own the financial strategy and the client relationship, and we help evaluate and structure financing that fits the client’s cash flow, balance sheet, growth plans, and existing obligations.
What types of financing can you help structure?
We help clients explore working capital, business lines of credit, revenue-based funding, asset-based lending, equipment financing, and acquisition financing, among other structures, matched to the actual need.
Do you underwrite before presenting options?
Yes. We evaluate the business and the real capital need before presenting a path, so the option you bring the client is grounded in analysis rather than guesswork.
Who manages the client relationship?
You do. We help source and structure the capital while you remain the strategic financial leader the client depends on.
Partner with Capital Source
Tell us about your client and the capital objective. A representative will reach out to help you evaluate and structure the right-fit solution.
Prefer to talk it through first? Talk to our Deal Desk. Looking for funding for your own business instead? Apply here.