Fractional CFO for supply chain tech companies
Supply chain technology covers three different financial profiles. Pure software platforms behave like SaaS. Network and brokerage businesses depend on whether revenue is gross or net - the wrong policy can change reported revenue by an order of magnitude. Warehouse automation operators are project-revenue businesses with implementation backlogs that look nothing like recurring software.
The CFO work starts by establishing which of those a company actually is - many run two at once - then setting revenue, gross margin and KPI reporting that doesn't blur them. Gross-versus-net policy is documented and stress-tested against future diligence. Customer funds held on platform are reconciled separately from operating cash. FP&A is built around shipment volume, throughput, take rate and recurring software revenue as four distinct lines.
Flow provides financial modelling, FP&A and fractional CFO advisory to supply chain tech companies across freight and logistics platforms, shipment visibility and tracking, warehouse and yard automation, trade and customs technology, and supplier and procurement networks. Startup CFO support resolves gross-versus-net and revenue-mix questions before they reach diligence.
KPIs to track for "supply chain tech" startups
We're very 'KPI-driven' fractional CFOs, and we make sure to monitor the right metrics for your startup.
Shipments processed
Volume / throughput
Software ARR
Take rate (freight / transactional)
Net revenue (gross-vs-net adj.)
Gross margin by revenue line
Carrier / shipper retention
Net retention
Working capital cycle (days)
Bookings & backlog
Financial modelling for "supply chain tech" startups
As fractional CFOs, we build KPI-driven financial models that are insightful and easy to maintain.
Financial modelling is both art and science - models must be robust, but also understandable, and useful for both internal planning and VC fundraising purposes. Hire a fractional CFO who knows how to handle both sides of the equation.
Gross-versus-net revenue policy
Brokerage, transactional and pass-through volumes tested against ASC 606 principal-versus-agent criteria, with gross and net views modelled in parallel. Avoids the diligence reset that wipes out an order of magnitude of headline revenue.
Software ARR and net retention
Recurring software revenue ring-fenced from freight, brokerage and transactional volume, with expansion and churn tracked by shipper and carrier cohort. Gives investors the SaaS line they will underwrite at a software multiple.
Volume, throughput and take rate
Shipments, loads or pallets processed and take rate per transaction modelled as the volume engine behind net revenue. Catches a take-rate compression or volume softness that flat net revenue would otherwise hide.
Project backlog and implementation
Warehouse automation and large-scale platform deployments tracked as signed backlog with milestone billing and percentage-of-completion recognition. Translates a contract value into a realistic quarterly revenue and cash schedule.
Working capital and float
Carrier prepay, factoring, customer-funds-in-trust and AR ageing modelled separately from operating cash, with covenant headroom under freight-cycle stress. Stops a downturn from quietly draining operating liquidity.
Customer funds and trust accounting
Funds held on behalf of shippers, carriers or suppliers reconciled in dedicated trust accounts with daily settlement views. Closes a control gap that consistently surfaces in diligence and audit.
Founders and investors we've worked with
We've supported winning builders across supply chain tech and beyond.
Hector
We acted as fractional CFO to Hector Aurumi, a Dubai-based specialist software house with AI/ML, IoT and data science expertise, providing confidential valuation guidance to the management team.
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Percepto
As a fractional CFO we performed a confidential valuation of Percepto, a Tel Aviv-based autonomous drone monitoring platform for critical infrastructure and industrial sites, supporting Elevator Fund's portfolio management.
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TBô
We acted as fractional CFO to TBô, a Zurich-based tech-enabled DTC male underwear brand, building a bottom-up financial / operating model with cohort-level KPIs and positioning the company for its next venture round.
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Onlogist
We acted as fractional CFO to Onlogist, a Hamburg-based online marketplace for last-mile vehicle transfer, providing confidential valuation guidance and operating model support.
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Marcura
We acted as fractional CFO to Dubai-based Marcura, owner of maritime payroll and B2B payments platform MarTrust, advising on the strategic e-Wallet vendor selection and supporting product/finance integration.
See moreRecent fractional CFO track record
See our fractional CFO and financial modelling experience across supply chain tech and beyond.
Simple pricing
No hidden costs, no complicated long-term contracts. We understand how important flexibility is for supply chain tech startups.
Per month
- Accounting / FP&A tech stack implementation
- Monthly financial statements and reporting pack
- Quarterly board pack with detailed financial analysis (with variance analysis vs. budget, relevant KPI observations etc.)
- Investor-friendly output
Per month
- Everything in Core, plus
- Operating model (via an online platform like Runway or Excel-based)
- Ongoing model maintenance, refining projections, burn/runway management
- Customer cohorts modelling, churn and retention analysis
- LTV / CAC, unit economics analysis
- Cap table management
Per month
- Everything in Grow, plus
- M&A / fundraising support; review of business plan
- Pitch deck preparation
- Investor approach strategy / list building
- Due diligence support and deal negotiation
- Valuation as required and free access to Multiples Pro
Packages shown are illustrative, final pricing is tailored to client requirements.
Explore our fractional CFO offering for similar verticals
We're a specialized fractional CFO to industrial technology companies.
Our fractional CFO experience spans across all industrial technology verticals.
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We know tech inside & out.
We provide fractional CFO services to companies operating across the entire tech.
More services
We help you scale by providing fractional CFO advice, through fundraising and a successful M&A exit.
VC fundraising for supply chain tech companies
We help you prepare materials, reach out to investors in our extensive network, negotiate fair term sheets and structure the VC round.
Learn moreM&A for supply chain tech companies
We advise winning tech companies on M&A exits, and over the years successfully executed numerous transactions with both financial and strategic buyers.
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