Fractional CFO & Analytics Services
Agility Finance fills the gap between bookkeepers and tax accountants. Mark Kaleniecki partners with $2M–$400M companies on the financial leadership and reporting they need to run, raise, and grow—without a full-time CFO hire. Serving Raleigh–Durham / Research Triangle, NC and remote clients.
Investment Analysis
ROI, scenario modeling, and valuation support for major decisions—new products, acquisitions, capex, or hiring plans—so the numbers behind the choice are explicit.
Executive Dashboards & Insights
Power BI or Tableau dashboards for leadership reporting, KPIs, live sales performance, and cohort views. Built for executives who need a clean, interactive picture of the business.
Fundraising & Pitch Deck Support
Debt and equity raise support, including investor-ready financial narratives and pitch-deck numbers. Help preparing the story and the model, not just a spreadsheet dump.
Compensation & Commission Design
Commission rates and attainment bands that incentivize the right results—so sales and delivery teams are paid for the outcomes the business actually needs.
Fee note: Hourly engagements for flexible scope; fixed-fee when the work and deliverables are clearly defined.
Call Mark: (919) 714-9669 | Email Mark to schedule an intro: mark@agilityfinance.com
Fractional CFO Services
Strategy, management, and analysis that sits with the CEO and board. Mark steps in as part-time CFO: operating cadence, financial reviews, and decision support so leadership has a senior finance partner without a full-time seat.
Cash Flow Management & Forecasting
Know inflows, outflows, and runway. Weekly, quarterly, and annual cash-flow forecasts help you see funding needs before they become emergencies.
Investment Analysis
ROI, scenario modeling, and valuation support for major decisions—new products, acquisitions, capex, or hiring plans—so the numbers behind the choice are explicit.
Executive Dashboards & Insights
Power BI or Tableau dashboards for leadership reporting, KPIs, live sales performance, and cohort views. Built for executives who need a clean, interactive picture of the business.
Fundraising & Pitch Deck Support
Debt and equity raise support, including investor-ready financial narratives and pitch-deck numbers. Help preparing the story and the model, not just a spreadsheet dump.
Compensation & Commission Design
Commission rates and attainment bands that incentivize the right results—so sales and delivery teams are paid for the outcomes the business actually needs.