FROM NUMBERS TO DECISIONS

Financial leadership
when your organisation needs it most.

Fractional CFO, Senior FP&A and Finance Transformation for investment managers, private markets funds and portfolio companies.

Discuss your finance needs →

Independent expertise　 ·　 Flexible engagements　 ·　 Europe-wide remote

WHEN TO ENGAGE GUIDEFORTH ADVISORY

Recognise the challenge. Find the right financial expertise.

Whether you need deeper financial insight, stronger oversight or additional senior capacity, GuideForth Advisory provides targeted support around 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 activity is expanding. Is your financial oversight keeping up?

We strengthen financial monitoring, controls and reporting across funds and portfolios.

Do you have consistent visibility across your portfolio companies?

We structure performance indicators and financial reporting to improve portfolio-level visibility.

Your Finance team is stretched. Do you really need a permanent hire?

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

Discuss your challenge →

OUR SERVICES

Senior finance expertise, tailored to your needs.

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

Targeted improvements to finance reporting, processes and controls, helping teams produce more reliable and actionable financial information.

Reporting redesign · Process optimisation · Data quality

WHO WE SUPPORT · WHAT WE DELIVER

Finance expertise shaped around the investment industry.

01 —

Investment Management Firms

Financial planning, AUM and flow analysis, profitability and executive reporting.

Typical deliverables

AUM, net flows & revenue bridge
Revenue & profitability analysis by business line
Budget vs actuals & rolling forecast pack

02 —

Private Equity & Private Debt

Fund financial control, portfolio oversight and performance monitoring.

Typical deliverables

Fund financial monitoring & control pack
Capital calls, distributions & NAV movement analysis
Fund performance & financial reporting dashboard

03 —

Portfolio Companies

Financial visibility, planning, performance reporting and senior finance support.

Typical deliverables

Standardised portfolio company reporting pack
Financial KPI & variance analysis dashboard
Cash flow & liquidity forecast

04 —

Finance Transformation

Reporting redesign, data quality, planning processes and financial controls.

Typical deliverables

Finance reporting & process diagnostic
Redesigned management reporting framework
Data quality & financial control improvement plan

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 industry knowledge. Hands-on finance delivery.

Led by a senior finance professional with 12+ years of experience across PwC, Bpifrance Investissement, BNP Paribas Asset Management and Amundi Investment Solutions. 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 website is hosted by Bluehost, a provider established in the United States. Depending on the hosting infrastructure and email services selected, technical data or correspondence may be processed or accessed outside the European Economic Area. Any such transfers must rely on a GDPR-recognised mechanism and appropriate safeguards. Enquiries: 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.

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

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.

Financial leadershipwhen your organisation needs it most.

Recognise the challenge. Find the right financial expertise.

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

Your fund activity is expanding. Is your financial oversight keeping up?

Do you have consistent visibility across your portfolio companies?

Your Finance team is stretched. Do you really need a permanent hire?

Senior finance expertise, tailored to your needs.

Fractional CFO

Senior FP&A

Finance Transformation

Finance expertise shaped around the investment industry.

Investment Management Firms

Private Equity & Private Debt

Portfolio Companies

Finance Transformation

Senior capability. Without permanent complexity.

Investment industry knowledge. Hands-on finance delivery.

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

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

Financial leadership
when your organisation needs it most.