Fractional CFO  ·  Analytics & Strategy

Analytics with direction.

Softpins is a fractional CFO practice for small businesses. Built on decades of work where finance, operations, KPIs, and custom software meet. We turn questions into clarity, and clarity into action.

Based in
Westport, CT
Engagements
Project · Annual retainer
Sectors
SMB · Services · Owner-led
What we do

Four practices, one purpose:
turn data into direction.

We work where finance meets operations, product, and the tools your team uses every day. Engagements are typically a monthly retainer or a focused project with a clear deliverable.

01

Fractional CFO

Sit in the CFO seat for a few hours a month. Financial planning, cash & runway, board-ready reporting, and the steady hand a growing business needs without a full-time hire.

  • Financial planning & FP&A
  • Cash flow & runway modeling
  • Board & investor reporting
  • Pricing & unit economics
02

KPIs & Metrics Design

The right number, in front of the right person, at the right cadence. We design metrics that map to decisions, with a clear owner and review cadence for each.

  • Metric trees & owner mapping
  • Weekly/monthly business review
  • Dashboard design & build
  • Reporting hygiene & audit
03

Market & Value Modeling

Quantify opportunity in ranges, with the assumptions named. Models that bridge financial analysis and product strategy, and hold up in the boardroom and on Monday morning.

  • TAM / SAM / SOM with sensitivities
  • Pricing & willingness-to-pay
  • Business case modeling
  • Scenario & risk analysis
04

Workflow Apps

When the spreadsheet has outgrown itself, we build the small custom app that fits your team. Pragmatic tools that automate the boring parts and free people for the work that matters.

  • Internal tools & dashboards
  • Process automation
  • Data integrations
  • Prototype to production

A worked example: KPI tree

A sample softpins KPI tree. A central strategic goal of Profitable Share Gain branches into three pillars — Commercial Performance, Customer Experience, and Financial Health — each linked to two measurable KPIs with formulas and direction-of-change indicators.
How we work

From question to clarity in four steps.

  1. 01

    Discovery call

    A 30-minute conversation to understand the question, the context, and what a useful answer would unlock for you.

  2. 02

    Focused analysis

    Quiet, careful work: the model, the data pull, the build. Light check-ins on a schedule that respects your team's time.

  3. 03

    Written report & discussion

    A clear written deliverable, then a working session to pressure-test assumptions and align on what we found.

  4. 04

    Action plan

    A short list of decisions and next steps with owners. We can stay involved for execution, or hand off cleanly.

Engagements are typically either a focused project of 1 to 3 weeks, or an annual retainer for ongoing CFO support.

About softpins

A senior partner for small businesses making consequential decisions.

Softpins was founded on the belief that the small business owner deserves the same quality of financial thinking that large companies take for granted, scaled to the size, pace, and cost of a small business.

We bring decades of work across finance, operations, KPI design, and custom application development. The common thread is the same in every engagement: turning the noise of running a company into a few clear, confident next moves.

P/01

Plain language.

Every deliverable is written to be read. We write the report you can hand to your board and your team without translation.

P/02

Ranges and assumptions.

Single-point forecasts can imply more precision than the underlying data supports. We work in ranges and write down the assumptions behind each one.

P/03

Small, tight engagements.

We say no to scope that won't move the business. Every engagement ends with action you can take this quarter.

Get in touch

Tell us what you're trying to figure out.

Every engagement starts with a short, no-obligation conversation. Share a sentence or two about your business and what you're trying to decide. We'll reply within one business day.

Response time
Within 1 business day
Location
Westport, CT · serving the US

Prefer email? Write to info@softpins.com.