advisoryaicontact
Rockwell Advisory

fractionalcfo/cco.

From basic accounting and compliance support to fractional chief financial officer (cfo) + chief compliance officer (cco) services, and everything in between, embedded with your team.

01

fractional cfo

Embedded financial leadership without the full-time cost. Our team of CPA and CFA charter holders build and run your finance function, from bookkeeping and reporting to board-level strategy and investor communications.

02

fractional cco + camlo

AML/ATF program design, FINTRAC registration and reporting, PCMLTFA policy development, KYC/KYB frameworks, and ongoing compliance monitoring. Our team of CAMS-certified compliance officers keep you compliant so you can keep moving.

03

capital raise advisory

Data rooms, pitch decks, financial models, and investor introductions. We prepare you for diligence and guide the process from term sheet to close.

04

financial modeling & strategy

Three-statement models, scenario analysis, unit economics, and runway planning. Built for founders who need to make real decisions with real numbers.

05

bitcoin treasury strategy

Corporate Bitcoin treasury design, custody architecture, accounting treatment, and board education. Model your scenarios at btcmodl.com.

Explore the Bitcoin Treasury Calculator →

builtforfounderswhomovefast.

Whether you're raising your first round or preparing for an IPO, we scale with you. Our Rockwell Advisory practice covers every stage of company growth.

Pre-seedSeedSeries ASeries BGrowthPublic

let'stalknumbers.

Ready to build with better finance and compliance? Let's start with a conversation.