FROM NUMBERS TO DECISIONS

Fractional CFO & Senior FP&A
for Investment Managers & Private Markets Funds.

Turning financial information into actionable insights for better-informed decisions.

Independent expertise　 ·　 Flexible engagements　 ·　 Europe-wide remote

WHEN TO ENGAGE GUIDEFORTH ADVISORY

When financial complexity calls for senior expertise.

Whether you need greater financial visibility, stronger performance oversight or additional senior Finance capacity, GuideForth Advisory provides targeted support aligned with your business priorities.

Your AUM is growing. Are revenues and margins keeping pace?

We analyse the drivers of revenue, costs and profitability to support informed management decisions.

Your fund and investment activity is expanding. Can your reporting keep pace?

We strengthen financial oversight and reporting as investment activity and operational complexity grow.

Does your reporting give you a clear view of portfolio performance?

We turn portfolio KPIs and financial reporting into clearer insights for management decisions.

Your Finance team needs senior capacity. Is a permanent hire necessary?

We provide experienced fractional CFO and Senior FP&A support for defined priorities, without adding permanent headcount.

Discuss your challenge →

OUR SERVICES

Fractional CFO, Senior FP&A & Finance Transformation services.

Flexible senior-level support, delivered through fractional or project-based engagements.

01 —

Fractional CFO

Financial leadership, oversight and decision support without the need for a full-time CFO.

Recurring CFO oversight & management reporting · Senior finance support for defined projects · Strategic finance support

02 —

Senior FP&A

Stronger forecasting, profitability analysis and performance visibility for management teams.

Monthly FP&A & forecasting support · Profitability analysis · Executive dashboards

03 —

Finance Transformation

Transform reporting, planning and finance processes to improve decision-making and financial visibility.

Reporting redesign · Process optimisation · Data quality

WHO WE SUPPORT

Senior Financial Expertise, Tailored to Your Needs.

Fractional CFO, Senior FP&A and Finance Transformation services for investment managers, private markets funds and portfolio companies, across investment strategies and asset classes.

OUR CLIENTS

Senior Finance support tailored to the organisations behind investment activity.

01 —

Investment Management Firms

Connect assets under management, net flows, fee income and operating costs to management company profitability.

Typical deliverables

AUM, flows & revenue bridge
Management company P&L & profitability analysis
Budget, rolling forecast & executive reporting

02 —

Private Markets Fund Managers

Connect fund activity, portfolio developments and fee economics to management company financial performance.

Typical deliverables

Fund activity & revenue bridge
Management company forecast & profitability analysis
Executive reporting & financial KPI dashboards

03 —

Portfolio Companies

Strengthen financial planning, liquidity visibility and consistent performance reporting.

Typical deliverables

Portfolio company KPI pack
Financial performance & variance dashboard
Cash flow & liquidity forecast

ASSET CLASSES & INVESTMENT STRATEGIES

Sector-specific financial priorities and illustrative strategies. Our three services apply across every asset class below.

01 —

Private Equity

Venture Capital · Growth Equity · Buyout · Turnaround

Gain a consolidated view of portfolio company performance and value creation drivers.

Typical deliverables

Portfolio performance dashboard
Value creation KPI pack
Cash flow forecast & variance analysis

02 —

Private Debt

Direct Lending · Mezzanine · Distressed Debt · Special Situations

Understand how deployment pace, repayments and fee structures affect management company revenues and profitability.

Typical deliverables

Portfolio activity & revenue bridge
Fee income forecast
Management reporting & profitability analysis

03 —

Private Real Estate

Core · Core+ · Value-Add · Opportunistic

Monitor how AUM, fee structures and operating costs translate into management company profitability.

Typical deliverables

Management company P&L
Fee revenue forecast
Profitability & performance dashboard

04 —

Private Infrastructure

Core · Core+ · Value-Add · Greenfield · Brownfield

Improve financial visibility over long-term investment activity, cash flows and financial performance.

Typical deliverables

Long-term budget & cash flow forecast
Scenario & variance analysis
Investment performance reporting

05 —

Natural Resources

Timberland · Farmland · Commodity-linked investments

Assess how commodity prices, production volumes and operating costs impact financial performance.

Typical deliverables

Scenario & sensitivity analysis
Budget & cash flow forecast
Financial KPI dashboard

OUR APPROACH

Senior capability. Without permanent complexity.

GuideForth Advisory provides independent, senior-level financial expertise through recurring fractional mandates and defined projects. Engagements are structured around your priorities, deliverables and decision-making needs.

Understand

Identify the business challenge and finance priorities.

Deliver

Establish clear outputs, reporting and working rhythms.

Strengthen

Improve financial insight, control and management visibility.

EXPERIENCE

Investment management and private markets finance experience.

Led by a senior finance professional with 12+ years of experience across PwC, Bpifrance Investissement, BNP Paribas Asset Management and Amundi Investment Solutions. Passed all three levels of the CFA Program; holder of the AMF (Autorité des marchés financiers – France) Certification and the CFA Institute Sustainable Investing Certificate.

12+

Years of experience

FR / EN

Bilingual delivery

Remote

Europe-wide engagements

LET'S WORK TOGETHER

Bring clarity to your financial decisions.

Discuss your organisation's finance priorities and how GuideForth Advisory could support them.

Request an introductory call →contact@guideforthadvisory.com

Last updated: 10 October 2026

1 — Data controller

The data controller is GuideForth Advisory SARL (a French limited liability company with a sole shareholder) with share capital of €500. Registered office: 33 avenue du Général Charles de Gaulle, 92150 Suresnes, France. SIREN: 884 970 153. Contact: contact@guideforthadvisory.com. GuideForth Advisory SARL complies with the GDPR and applicable French data protection law.

2 — Personal data collected

GuideForth Advisory SARL does not collect personal data through a website form and does not use analytics, advertising cookies or other tracking technologies. The only personal data that may be processed are details voluntarily provided by email (name, email address, business contact details and message content), and technical data potentially necessary for website operation, security and hosting (including IP addresses and server logs). Email contact is optional, but contact details are needed to respond.

Appointment scheduling takes place on the external Microsoft Bookings platform. Information submitted when booking (including name, email address and appointment details) is processed to organise meetings and send Microsoft Teams invitations, subject to Microsoft’s applicable terms and privacy policy.

3 — Purposes and legal bases

Responding to enquiries: handling professional communications based on legitimate interests.
Pre-contractual and contractual relations: reviewing service enquiries and following up on requested discussions, based on pre-contractual steps, performance of a contract or legitimate interests, as applicable.
Website operation and security: maintaining availability and infrastructure security based on legitimate interests. Data are not used for visitor profiling or targeted advertising.

4 — Data recipients

Data may be accessed only by authorised persons at GuideForth Advisory SARL and, where necessary, technical service providers involved in hosting or email services. GuideForth Advisory SARL does not sell visitors’ personal data.

5 — Retention periods

Enquiries not resulting in a contract: up to 3 years from the last relevant exchange, unless erasure is requested or another retention reason applies.
Contractual data: during the relationship and then as required by applicable retention and limitation periods.
Technical logs: for a limited period determined by security needs and actual hosting settings. At the end of the applicable period, data are deleted or anonymised unless retention is legally required.

6 — Cookies and tracking

GuideForth Advisory SARL does not use analytics or advertising cookies, audience measurement trackers, behavioural tracking or marketing targeting technologies. No behavioural tracking tool is intentionally installed. Accordingly, no consent banner is required for tracking technologies that are not used.

7 — Data security

GuideForth Advisory SARL implements appropriate technical and organisational measures to protect data against unauthorised access, loss, alteration or disclosure. The website is served over HTTPS.

8 — Transfers outside the European Economic Area

The GuideForth Advisory website is hosted by Bluehost on infrastructure located in Paris, France.

Depending on the technical services used, certain personal data may be accessed or processed from countries outside the European Economic Area (EEA). Where applicable, such transfers are subject to appropriate safeguards in accordance with the General Data Protection Regulation (GDPR).

For any questions regarding the processing of personal data, please contact contact@guideforthadvisory.com.

9 — Your rights

Subject to applicable conditions, you have rights of access, rectification, erasure, restriction, objection and data portability. To exercise these rights, email contact@guideforthadvisory.com. Requests are handled within statutory time limits. You may also lodge a complaint with the French data protection authority (CNIL): www.cnil.fr.

10 — Changes to this policy

GuideForth Advisory SARL may update this policy to reflect legal, technical or organisational changes. The current version is the one published on the website together with its last updated date.

Politique de confidentialité

Dernière mise à jour : 10 octobre 2026

Article 1 — Responsable du traitement

Le responsable du traitement est GuideForth Advisory SARL (société à responsabilité limitée à associé unique), au capital social de 500 €. Siège social : 33 avenue du Général Charles de Gaulle, 92150 Suresnes, France. SIREN : 884 970 153. Contact : contact@guideforthadvisory.com. GuideForth Advisory SARL respecte le RGPD et la loi Informatique et Libertés.

Article 2 — Collecte des données personnelles

GuideForth Advisory SARL ne collecte aucune donnée personnelle au moyen d’un formulaire sur son site internet et n’utilise aucun cookie analytique, publicitaire ou autre traceur de suivi. Les seules données susceptibles d’être traitées sont les informations volontairement transmises par email (nom, adresse électronique, coordonnées professionnelles, contenu du message) et les éventuelles données techniques nécessaires au fonctionnement, à la sécurité et à l’hébergement du site (notamment adresses IP et journaux techniques). L’envoi d’un email est facultatif, mais des coordonnées sont nécessaires pour pouvoir répondre.

La prise de rendez-vous s’effectue sur la plateforme externe Microsoft Bookings. Les informations fournies lors de la réservation (notamment nom, adresse e-mail et détails du rendez-vous) sont traitées pour organiser les échanges et envoyer les invitations Microsoft Teams, conformément aux conditions et à la politique de confidentialité de Microsoft.

Article 3 — Finalités et bases légales des traitements

Réponse aux demandes de contact : gestion des communications professionnelles, sur la base de l’intérêt légitime de la société.
Relations précontractuelles et contractuelles : étude des demandes de prestations et suivi des échanges sollicités, sur la base des mesures précontractuelles, de l’exécution du contrat ou de l’intérêt légitime, selon le cas.
Fonctionnement et sécurité du site : maintenance, disponibilité et protection de l’infrastructure, sur la base de l’intérêt légitime. Aucune donnée n’est utilisée pour le profilage ou la publicité ciblée.

Article 4 — Destinataires des données

Les données sont accessibles aux seules personnes habilitées au sein de GuideForth Advisory SARL et, si nécessaire, aux prestataires techniques assurant l’hébergement ou la messagerie. GuideForth Advisory SARL ne vend pas les données personnelles des visiteurs.

Article 5 — Durée de conservation

Demandes de contact sans suite contractuelle : jusqu’à 3 ans après le dernier échange pertinent, sauf effacement demandé ou justification particulière.
Relations contractuelles : pendant la relation, puis conformément aux obligations de conservation et aux délais de prescription applicables.
Journaux techniques : pour une durée limitée selon les nécessités de sécurité et les paramètres effectifs de l’hébergeur. À échéance, les données sont supprimées ou anonymisées, sauf obligation légale.

Article 6 — Cookies et traceurs

GuideForth Advisory SARL n’utilise aucun cookie analytique, publicitaire ou traceur destiné à mesurer l’audience, suivre la navigation ou réaliser du ciblage marketing. Aucun outil de suivi comportemental n’est installé volontairement. Aucun bandeau de consentement n’est donc nécessaire pour des traceurs de suivi inexistants.

Article 7 — Sécurité des données

GuideForth Advisory SARL met en œuvre des mesures techniques et organisationnelles adaptées afin de protéger les données contre les accès non autorisés, pertes, altérations ou divulgations. Le site est destiné à être accessible en HTTPS.

Article 8 — Transferts hors de l’Espace économique européen

Le site GuideForth Advisory est hébergé par Bluehost sur une infrastructure située à Paris, en France.

Selon les services techniques utilisés, certaines données personnelles peuvent être accessibles ou traitées depuis des pays situés hors de l’Espace économique européen (EEE). Le cas échéant, ces transferts sont encadrés par les garanties appropriées conformément au Règlement général sur la protection des données (RGPD).

Pour toute question relative au traitement des données personnelles, vous pouvez nous contacter à l’adresse contact@guideforthadvisory.com.

Article 9 — Droits des personnes concernées

Selon les conditions légales, vous disposez de droits d’accès, de rectification, d’effacement, de limitation, d’opposition et de portabilité. Pour les exercer, écrivez à contact@guideforthadvisory.com. Les demandes sont traitées dans les délais réglementaires. Vous pouvez également déposer une réclamation auprès de la CNIL : www.cnil.fr.

Article 10 — Modification de la politique

GuideForth Advisory SARL peut actualiser cette politique pour tenir compte des évolutions légales, techniques ou organisationnelles. La version en vigueur est celle publiée sur le site avec sa date de mise à jour.

Legal Notice

1 — Website publisher

This website is published by GuideForth Advisory SARL (a French limited liability company with a sole shareholder), with share capital of €500.

Registered office: 33 avenue du Général Charles de Gaulle, 92150 Suresnes, France
SIREN: 884 970 153
SIRET: 884 970 153 00018
Trade register: RCS Nanterre 884 970 153
EU VAT number: FR04 884 970 153
Email: contact@guideforthadvisory.com

2 — Publication director

Aline Llerena, Managing Director of GuideForth Advisory SARL.

3 — Hosting provider

Bluehost
5335 Gate Pkwy, 2nd Floor, Jacksonville, FL 32256, United States
Phone: +1 801-765-9400
www.bluehost.com
Data centre location: Paris, France, as indicated in the hosting account dashboard.

4 — Intellectual property

Website content, including text, logos, graphics, images and presentation, is protected under applicable intellectual property law. Any total or partial reproduction is prohibited without prior written authorisation from GuideForth Advisory SARL, subject to applicable statutory exceptions and third-party rights.

5 — Information and liability

The website presents the activities and services of GuideForth Advisory SARL for general information purposes only. Nothing on this website constitutes personalised investment advice, a financial, legal or tax recommendation, or an offer of regulated services. Reasonable efforts are made to keep the content accurate and up to date, without guaranteeing uninterrupted access or error-free content.

6 — Personal data

GuideForth Advisory SARL does not collect personal information through a website form and does not use analytics, advertising cookies or other tracking technologies. Information voluntarily supplied by email and technical data necessary for website operation, security and hosting may be processed. Further details are provided in the Privacy Policy.

Contact: contact@guideforthadvisory.com

7 — Cookies and tracking

GuideForth Advisory SARL does not use analytics or advertising cookies, behavioural tracking technologies or marketing targeting tools. No cookie consent banner is displayed because no consent-requiring tracking technologies are used.

Mentions légales

Article 1 — Éditeur du site

Le site internet www.guideforthadvisory.com est édité par GuideForth Advisory SARL (société à responsabilité limitée à associé unique), au capital social de 500 €.

Siège social : 33 avenue du Général Charles de Gaulle, 92150 Suresnes, France
SIREN : 884 970 153
SIRET : 884 970 153 00018
RCS : Nanterre 884 970 153
TVA intracommunautaire : FR04 884 970 153
Email : contact@guideforthadvisory.com

Article 2 — Direction de la publication

Directrice de la publication : Aline Llerena, Gérante de GuideForth Advisory SARL.

Article 3 — Hébergement

Bluehost
5335 Gate Pkwy, 2nd Floor, Jacksonville, FL 32256, États-Unis
Téléphone : +1 801-765-9400
www.bluehost.com
Localisation du centre de données : Paris, France, conformément aux informations figurant dans le tableau de bord de l’hébergement.

Article 4 — Propriété intellectuelle

L'ensemble des éléments présents sur le site, notamment les textes, logos, éléments graphiques, visuels, photographies, contenus et leur présentation, est protégé par les dispositions applicables du Code de la propriété intellectuelle.

Toute reproduction totale ou partielle est interdite sans autorisation préalable écrite de GuideForth Advisory SARL, sous réserve des exceptions prévues par la législation applicable et des droits des éventuels titulaires tiers.

Toute utilisation non autorisée des éléments du site est susceptible d'engager la responsabilité de son auteur.

Article 5 — Informations et responsabilité

Les informations présentées sur ce site ont pour objet de décrire les activités, expertises et prestations de GuideForth Advisory SARL. Elles sont fournies à titre informatif et ne constituent ni un conseil en investissement personnalisé, ni une recommandation financière, juridique ou fiscale, ni une offre de services réglementés.

GuideForth Advisory SARL s'efforce d'assurer l'exactitude et l'actualisation des informations publiées, sans pouvoir garantir l'absence d'erreurs ou une disponibilité ininterrompue du site.

Article 6 — Protection des données personnelles

GuideForth Advisory SARL ne collecte aucune donnée personnelle au moyen d'un formulaire sur son site internet et n'utilise aucun cookie analytique, publicitaire ou autre traceur de suivi.

Les données personnelles susceptibles d'être traitées se limitent aux informations communiquées volontairement par courrier électronique et aux éventuelles données techniques nécessaires au fonctionnement, à la sécurité et à l'hébergement du site. Les modalités de ces traitements et les droits des personnes concernées sont détaillés dans la Politique de confidentialité.

Contact : contact@guideforthadvisory.com

Article 7 — Cookies et traceurs

GuideForth Advisory SARL n'utilise aucun cookie analytique, publicitaire ou traceur destiné à suivre le comportement des visiteurs. Le site ne comporte aucun dispositif de suivi d'audience ou de ciblage marketing. Aucun bandeau de consentement aux cookies n'est affiché, dès lors qu'aucun traceur nécessitant un consentement n'est utilisé.

Fractional CFO & Senior FP&A for Investment Managers & Private Markets Funds.

When financial complexity calls for senior expertise.

Your AUM is growing. Are revenues and margins keeping pace?

Your fund and investment activity is expanding. Can your reporting keep pace?

Does your reporting give you a clear view of portfolio performance?

Your Finance team needs senior capacity. Is a permanent hire necessary?

Fractional CFO, Senior FP&A & Finance Transformation services.

Fractional CFO

Senior FP&A

Finance Transformation

Senior Financial Expertise, Tailored to Your Needs.

OUR CLIENTS

Investment Management Firms

Private Markets Fund Managers

Portfolio Companies

ASSET CLASSES & INVESTMENT STRATEGIES

Private Equity

Private Debt

Private Real Estate

Private Infrastructure

Natural Resources

Senior capability. Without permanent complexity.

Investment management and private markets finance experience.

Bring clarity to your financial decisions.

Privacy Policy

1 — Data controller

2 — Personal data collected

3 — Purposes and legal bases

4 — Data recipients

5 — Retention periods

6 — Cookies and tracking

7 — Data security

8 — Transfers outside the European Economic Area

9 — Your rights

10 — Changes to this policy

Politique de confidentialité

Article 1 — Responsable du traitement

Article 2 — Collecte des données personnelles

Article 3 — Finalités et bases légales des traitements

Article 4 — Destinataires des données

Article 5 — Durée de conservation

Article 6 — Cookies et traceurs

Article 7 — Sécurité des données

Article 8 — Transferts hors de l’Espace économique européen

Article 9 — Droits des personnes concernées

Article 10 — Modification de la politique

Legal Notice

1 — Website publisher

2 — Publication director

3 — Hosting provider

4 — Intellectual property

5 — Information and liability

6 — Personal data

7 — Cookies and tracking

Mentions légales

Article 1 — Éditeur du site

Article 2 — Direction de la publication

Article 3 — Hébergement

Article 4 — Propriété intellectuelle

Article 5 — Informations et responsabilité

Article 6 — Protection des données personnelles

Article 7 — Cookies et traceurs

Fractional CFO & Senior FP&A
for Investment Managers & Private Markets Funds.