A fractional FP&A service
for PE-backed companies

Budgeting & Forecasting

Reporting

Automation 
& Scaling

We build stable, scalable financial infrastructures for CFOs and reliable, accurate reporting for their boards

How we Add Value

We’re experts in navigating the intersection between operators and investors:

We help CFOs balance day to day business operations and ad hoc board requests by stabilizing their company’s financial infrastructure and building sustainable processes that fulfill both needs.

We build a reporting infrastructure based on what’s currently available while working with internal teams to understand current data limitations and build an action plan to meet long term reporting needs.

We automate many of these processes along the way by onboarding them to the RocketLabs ToolKit. This enables your team to spend more time building and less time trapped in reporting cycles.

Our clients

“When I joined LiveAction as CFO, the Finance function was under-resourced and under-developed.  Anthony and the RocketLabs team helped me build out an FP&A infrastructure from the ground up.

– Francine Geist, CFO of LiveAction, Inc

“As a CFO, accuracy and accessibility of financial data are vital. The RocketLabs team has been a crucial partner for me in navigating challenging financial situations. They deliver actionable insights and partner directly with operational leaders to achieve results.”

– Rick Young, Former CFO Tangoe, Illumifin