Your Premier Fractional CFO Partner

Strategic financial leadership starts here.

Senior-level financial and governance expertise for investment funds and operating companies — bringing clarity, control, and institutional discipline to organizations navigating growth, transition, or increasing complexity.

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30+ years: Executive financial leadership
25+ funds: Hedge, PE, private credit, RE & VC
15+ companies: Across eight industries

About the founder

Robert F. Kleinman, CPA

Founder & Fractional CFO

A trusted partner in business excellence.

With more than 30 years of executive experience launching, managing, and delivering results across investment funds and operating businesses, Robert serves as a senior financial and governance partner. He works alongside founders, boards, and leadership teams to bring clarity, control, and institutional discipline to organizations navigating growth, transition, or increasing complexity.

Throughout his career he has been associated with 25+ domestic and international investment vehicles — spanning hedge funds, private equity, private credit, mutual fund families, real estate, and venture capital strategies. He has also worked with 15+ operating companies across technology, financial services, consumer products, wealth management, entertainment, professional services, healthcare, and not-for-profit sectors.

MBA, Finance Pace University
BA, Accounting Muhlenberg College
Executive Certificates MIT Sloan School of Management
CPA Licensed in New Jersey & New York
Began career at Deloitte

Key areas of focus

Where engagement creates the most leverage.

01
Optimize Financial Strategy

Align capital, reporting, and decision-making with long-term objectives.
02
Resolve Cash Flow Challenges

Restore liquidity and predictability through disciplined treasury management.
03
Transaction & Exit Readiness

Prepare the books, the team, and the story for diligence and close.
04
Forecasting & Budgeting

Build forward-looking models that leadership and investors can trust.
05
Prepare for & Manage Growth

Scale finance operations and controls ahead of the next inflection.
06
Capitalization

Structure the balance sheet and funding to support the path ahead.

Services

Two practices.
One standard of rigor.

Investment Funds

Entity Structuring
Management Company Accounting
Fund Administration Coordination
Treasury & Banking Oversight
Audit & Tax Coordination
Operational Execution
Investor Reporting
Portfolio Valuation
Regulatory Compliance

Operating Companies

Accounting & Tax Processes
Financial Statements Preparation
Cash Flow & Liquidity Optimization
Risk Management
Board & Executive Reporting
Capital Structure & Corporate Finance
Treasury & Financial Operations
KPI Design & Data Analysis
Service Provider Oversight

Values

Dedicated client services grounded in fiduciary responsibility, integrity, and independent judgment — accountable, hands-on, and collaborative, yielding a results-driven experience that is credible, durable, and built to scale.

Fiduciary responsibility
Integrity
Independent judgment
Transparency
Accountability

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