Fractional CFO Agreement
A fractional CFO agreement is a part-time executive services contract in which a finance leader provides strategic financial oversight without full-time employment. Use this when a startup retains a fractional CFO for 10–20 hours monthly. It scopes investor reporting, model updates, and excludes legal securities advice.
What's included
A ready-to-use fractional cfo agreement covering services: fp&a, fundraising materials, board decks, monthly hour cap and overage rate, on-site vs remote availability, with signature fields already placed for CFO Consultant and Company. Fill in the bracketed details (like [Company Name] or [Date]) using Docracy's built-in text editor, then send it out for signature.
This is a general template for informational purposes only and does not constitute legal advice. Consult a qualified attorney to review it for your specific situation and jurisdiction before use.
Key clauses
- Services: FP&A, fundraising materials, board decks
- Monthly hour cap and overage rate
- On-site vs remote availability
- Confidentiality and insider information duties
- Term and non-solicitation of finance staff if any
- Independent contractor status
What you'll fill in
[CFO/Consultant Name][Company Name][Monthly Hour Commitment][Monthly Retainer Fee][Overage Hourly Rate][Term Length][Primary Contact/CEO]Legal summary
The fractional CFO advises management but does not replace board fiduciary duties or licensed legal/tax counsel. Company provides timely data for accurate forecasts.
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.
FAQ
Is this Fractional CFO Agreement legally binding?
Signing through Docracy uses a simple electronic signature (SES), which is legally recognized for everyday business agreements under laws like the U.S. ESIGN Act and the EU's eIDAS regulation. This is a general template, not legal advice — for high-stakes or regulated agreements, have a qualified attorney review it for your situation.
Who needs to sign this Fractional CFO Agreement?
This template includes signature fields for CFO Consultant and Company — already placed — plus 7 placeholder fields to fill in before you send it.
Can I edit this Fractional CFO Agreement before sending it?
Yes — Docracy's editor lets you edit the text, add or remove signature fields, redact sections, and reorder pages before you send it.
Do I need an account to send this Fractional CFO Agreement?
No — it's free for up to 2 signers with no account required. Create a free account only if you want to save it to a dashboard or reuse it later.
Try it with an AI assistant
Paste one of these into ChatGPT, Claude, or your assistant of choice:
“Fill for 15 hours/month at $5K retainer for a Series A startup.”
“Include monthly board deck review in scope.”
“Carve out securities law advice to company counsel.”
Why teams start with Docracy
“Docracy is a great product that I have tested and am using. It is easy to use, has good tools, is always up to date, and implements new features. Highly recommended.”— DACH Advisory
Free for up to 2 signers, no account required. Need unlimited? Flat $10/month.