The Fractional CFO Live Demo

Capital Allocation Strategy

Generate a comprehensive framework for deploying available capital across growth capex, M&A, dividends, and buybacks β€” quantified sources, 3–5 stress-tested scenarios, a clear recommendation, and a year-one roadmap. Board-ready HTML delivered in minutes.

Powered by Claude
Interactive demo. Press the button below to watch a complete, board-ready Capital Allocation Strategy generate for the fictional Crestline Industrial Corp β€” including the live workflow, the pre-delivery QC review, the quality score, and the final HTML deliverable. No API key required.
Required to generate the report. Your key stays in your browser, is sent only to run your report, and is never stored.
Key saved for this browser session.
Exact Anthropic model id (editable; auto-fills from the Model picker).
Full runs each of the 28 workflow steps as its own Claude call (most thorough). Standard groups them into ~13 calls β€” faster and lower cost.
Sample inputs for Crestline Industrial Corp are pre-filled below so you can see exactly what drives the analysis.

Educational/illustrative output for a fractional-CFO workflow. Not investment, legal, tax, or accounting advice. Validate every figure against your own records before relying on it.

The Fractional CFO β€” Workflow Running

Generating your strategy…

Starting…
Step progress0 / 28
Elapsed0:00
API calls0
Est. cost$0.00
The Fractional CFO β€” Complete

Your capital allocation strategy is ready

0/ 100
Quality control score
β€”
Scored against the 100-point rubric (Completeness 40 Β· Specificity 30 Β· Validation 20 Β· Presentation 10). Delivery threshold β‰₯ 85.
HTML deliverable preview
Tip: Print / PDF works here. Open in new tab and Download are blocked inside this embedded preview by the browser sandbox β€” they work when you open the downloaded file or host it (e.g., Cloudflare Pages).