New offering designed to help growth-stage companies secure funding from banks, lenders, and investors—launching June 16th.
DALLAS, TX — [May 30, 2025] — Overlap Capital, a Dallas-based financial strategy advisory firm, is proud to announce the launch of its new Fractional CFO service—a specialized 90-day engagement that helps small businesses and mid-sized enterprises prepare for capital raises through investor readiness and capital strategy design. The program officially opens to clients on June 16, 2025, and is now accepting early interest and consultations.
While most fractional CFO services focus broadly on operations, cash flow, and financial reporting, Overlap Capital’s approach is unique: it concentrates solely on capital access, helping executive teams structure their funding plans, build investor-ready financials, and navigate the complex world of lending, equity investment, and strategic capital partnerships.
“We created this offering because so many businesses are operationally sound—but completely unprepared when it’s time to raise money,” said Al Nolan, Principal Advisor at Overlap Capital. “This service is built for CFOs and COOs who know what they need, but want targeted help closing the capital gap.”
The 90-day engagement includes strategic capital planning, 3–5 year financial modeling, investor-facing pitch deck creation, due diligence folder setup, and coaching for investor or bank meetings. Pricing begins at $4,700 with a performance-based option available.
According to Nolan, the Overlap Capital team has already helped enterprises raise over $5 million in growth capital and supported small businesses in securing over $250,000 in first-time funding in the last five years.
“Our goal is not to run your financial department,” added Nolan. “It’s to make your next capital raise faster, cleaner, and far more fundable—without overwhelming your existing executive team.”
The service is open to companies across the U.S., with initial priority given to clients in Dallas and Atlanta—two of the firm’s fastest-growing client bases.
About Overlap Capital
Overlap Capital is a capital strategy and advisory firm specializing in funding readiness, investor positioning, and fractional financial leadership for small businesses, startups, and growing enterprises. Headquartered in Dallas, Overlap Capital helps businesses unlock capital through creative strategy and investor-aligned planning.
To learn more or schedule a discovery call, visit:
🌐 https://overlap.capital
📩 press@overlap.capital
📅 Fractional CFO Services
