AI intake for fractional CFO services
Porto learns the company’s stage, revenue, current finance setup and what is driving the search, so your CFOs open the discovery call already knowing the problem.
Tillman CFO Partners
AI assistant
Hi, I’m the AI assistant for Tillman CFO Partners. What’s prompting you to look for CFO support?
We’re raising a Series A next spring and our finance function is one bookkeeper and a lot of spreadsheets.
Finance setup already covered
So it asks about revenue
Thanks. Roughly what is your annual revenue, and how many people are on the team?
What Porto does for fractional CFO services
Porto replaces the contact form on a fractional CFO firm’s website with a short AI conversation. It learns the company’s stage, its revenue, the finance team in place and what triggered the search, never giving financial advice, and sends your CFOs a brief before the discovery call.
What Porto works out in the conversation
These are the topics, not a script. Porto asks only what it still needs, so a visitor who mentions their timeline in the first message never hears that question.
Trigger
Fundraising, a sale, rapid growth or cash pressure
Stage
Revenue, headcount and funding to date
Finance team
Bookkeeper, controller or nobody yet
Scope
Forecasting, board reporting, fundraising or pricing
Timing
Deadlines like a raise, audit or board meeting
The brief your team gets
Every conversation ends with a one page summary and a fit score, sent to the tools you connect. Your team reads it before the first call.
See how it works
LEAD BRIEF
Brightloop Health
87
Strong fit
Trigger
Series A raise next spring
Company
About $3 million revenue, 24 people
Finance
One bookkeeper, spreadsheets for forecasting
Need
Financial model and investor reporting
Questions from fractional CFO services
What if they only need a bookkeeper?
Porto lets off fit inquiries know kindly and can point them elsewhere.
Does Porto give financial advice?
No. It collects details for your CFOs and leaves every recommendation to them.
Can it book the discovery call?
Yes, when you connect a calendar. Otherwise the brief goes to your team to schedule.
See Porto set up for fractional CFO services
Bring what your team asks on a first call. We’ll set up the conversation around it and show you on the demo.
Book a demo