Confidential — Tech-Enabled Services Firm

A founder-led services firm combining software and high-touch delivery for mid-market clients. Growing fast on word of mouth, preparing for a first round of institutional capital.

Services

Custom Pricing

Organizational Development

Confidential Search

Industry

Tech-Enabled Services

Company Size

120 Employees

Timeline

Permanent Placement

1

CFO placed and retained

1

CFO placed and retained

1

CFO placed and retained

1

st round

Led the firm through its first institutional raise

1

st round

Led the firm through its first institutional raise

1

st round

Led the firm through its first institutional raise

How a founder-led services firm landed the CFO who would lead them through their first institutional round.

The challenge

Strong business, strong founder, no finance partner at the table. The next stage required a CFO who could earn the founder's trust and stand in front of investors.

The firm had reached the scale where intuition wasn't enough. Forecasts were spreadsheets owned by the founder, unit economics were directional, and investors had started asking for diligence packages that didn't yet exist. They wanted a true CFO — strategic, deal-experienced, comfortable with founders — not an upgraded controller. And because the founder had been burned by senior hires twice in the past, chemistry and tenure mattered as much as the technical bar.

The approach

A pure executive search mandate. We treated this hire as a 10-year decision, not a 10-week one.

We started by spending time with the founder. Not on the role spec, but on what kind of partner he needed beside him for the next decade. From there, we ran a confidential search across CFOs in tech-enabled services who had taken a company through its first institutional round. We met every candidate twice before introducing them, and we briefed the founder more on temperament and decision style than on resumes. The final candidate had been quietly considering one other opportunity. We won her because the engagement felt different from day one — less of a search, more of a careful introduction.

The outcome

The right CFO didn't just close a round, she changed how the company makes decisions. Two years later, she's the second voice in every room that matters.

CFO placed from a similarly-sized tech-enabled services firm

Built the diligence package, financial model and KPI framework before going to market

Led the firm through a successful first institutional round inside year one

Two years in role, now the founder's most trusted partner on strategic decisions

Backed by our 24-month placement guarantee

Kernel didn't just send CFO résumés. They sent us someone who fit how we work, and she's still here two years later.

Joseph Alexander - Official Framer Partner

Founder & CEO

Tech-Enabled Services (confidential)

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Let's find your next great hire.

Tailored search strategy

Pre-vetted, passive candidates

First profiles in days, not weeks

"What sets Kernel solutions apart is their commitment to building our capabilities, not creating dependency."

No long pitches. Tell us about the role and we'll show you how we can help.

What services are you interested in?

Company size

We'll reach out within 24 hours to schedule your call.

24 mo.

Replacement guarantee.

99%

Satisfaction Rate.

Let's find your next great hire.

Tailored search strategy

Pre-vetted, passive candidates

First profiles in days, not weeks

"What sets Kernel solutions apart is their commitment to building our capabilities, not creating dependency."

No long pitches. Tell us about the role and we'll show you how we can help.

What services are you interested in?

Company size

We'll reach out within 24 hours to schedule your call.

24 mo.

Replacement guarantee.

99%

Satisfaction Rate.

Let's find your next great hire.

Tailored search strategy

Pre-vetted, passive candidates

First profiles in days, not weeks

"What sets Kernel solutions apart is their commitment to building our capabilities, not creating dependency."

No long pitches. Tell us about the role and we'll show you how we can help.

What services are you interested in?

Company size

We'll reach out within 24 hours to schedule your call.

24 mo.

Replacement guarantee.

99%

Satisfaction Rate.