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
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.

Founder & CEO
Tech-Enabled Services (confidential)
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