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What is Fractional IB?

Senior investment bankers. No retainers. No junior execution.

Exactly what you need: models, decks, valuations-delivered fast.

Explore Solutions

Traditional Investment Banking

1

Costly Engagements

Six-figure retainers

2

Long Timelines

Multi-month timelines

3

Junior Execution

Junior analysts doing the work

4

High Value

We uphold the highest ethical honesty in all our interactions

Fractional Investment Banking

1

Flexible Fees

Project-Based Pricing

2

Fast Turnaround

2–4 week delivery

3

Expert Execution

Senior bankers on every engagement

4

Portfolio Ready

Built for growth-stage companies and PE portfolios

The Fractional Difference

Institutional-grade analysis without the cost or commitment.

Traditional IB Fractional IB
Six-figure retainersProject-based pricing
Months-long timelines2–4 week delivery
Junior analysts executionSenior banker execution
Built for $100M+ exitsBuilt for PE portfolios and growth-stage companies

How We Work with PE Firms

Three models. Same quality. Choose what fits your portfolio's needs.

Project-Based

    Best for: Single deliverables—one model, one deck, one valuation

  • ✔ Structure: Fixed scope, fixed fee
  • ✔ Timeline: 2–4 weeks typical
  • ✔ Example: Building a 3-statement model for a Series B fundraise

Portfolio Retainer

    Best for: PE firms needing recurring support across multiple companies

  • ✔ Structure: Monthly hours allocated across your portfolio
  • ✔ Timeline: Ongoing, with prioritized deployment
  • ✔ Example: On-call modeling and materials for 4–6 portfolio companies

Transaction Support

    Best for: Active deal processes requiring embedded support

  • ✔ Structure: Milestone-based or hourly for complex engagements
  • ✔ Timeline: Deal-dependent (4–12 weeks typical)
  • ✔ Example: Full transaction prep for a strategic sale or acquisition