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, 3β5 stress-tested scenarios, a clear recommendation, and a year-one roadmap. Board-ready HTML delivered in minutes.
Powered by Claude
Anthropic API Key
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.