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Sammy Sturgess
started taking the course 
The Catapult course: Cohort 10 in the group Catapult Cohort 10 -
Hi all – I’m looking to chat with Fractional CFOs – can you help?
I’m Oliver Joyce – I’ve been a TPC member since the summer and recently completed the Catapult Course (highly recommended). I previously led growth at Velocity Black which we sold to Capital One.
Whilst I’m still keen to turn my career into a portfolio one, I recently joined Round Treasury (www.roundtreasury.com) full time. Our mission is to help businesses by a) making their money work harder (i.e. earn higher yield) and b) make finance teams’ lives easier by building tools that reduce manual work by 40-60%.
We’ve already have 150+ customers who give us great feedback (see here: http://www.g2.com/sellers/round-treasury).
The ask: a few recent sign-ups have been Fractional CFOs who seem to love it. We’re keen to explore this avenue more and improve our product for them. I’d love to meet with any Fractional CFOs who want to learn about cutting edge tools and give us their ca…
3 Comments-
Hi Oliver Joyce — happy to help.
For context, I was involved early on with Pac and Ben, working through fractional CFO pain points and helping shape some of the initial feature thinking, so it’s great to see how far Round Treasury has come.
Very supportive of you deepening the fractional CFO angle — it’s a real gap in the market when done properly. I’m happy to connect and share candid feedback from the perspective of an active portfolio CFO working across retail, e-commerce an…
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Hi everyone, I’m Jude. Former CMO at Sage/Newcastle Uni, now building a fractional portfolio in Fintech & Higher Ed. Based in Newcastle but working remotely. Keen to connect with other fractional leaders in the B2B tech space. Very nice to meet you
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Hi everyone, I have secured my first fractional contract, I never had an agreement template as I have always been on the receiving end of one, but at this point I am the one initiating the process and stating the terms, can anyone give this a once over and tell me if it’s all in order of if I’ve missed anything? https://docs.google.com/document/d/1zAx3zKPO4MEsPuuXBVognuKrIuJVIdNQO6tU26cauaY/edit?usp=sharing
Thank you in advance for your help!
1 Comment-
Hi Luciana,
Happy to reviewed it. Here is my feedback. Overall, it looks great! Well done.
1. Acceptance Criteria for Deliverables – prevents endless revisions.
2. Client Dependency Clause – protects you from missed deadlines caused by the Client.
3. Force Majeure Clause
I hope it helps! Good luck with your new client.
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Hi everyone!
I’m Yehonatan, based in Barcelona.
Over the past years, I’ve worked in operations, project leadership, and execution-heavy roles — usually stepping into complex or early-stage situations where things are unclear, under-structured, or under pressure.
I’m currently exploring my next role and being thoughtful about where I invest my time, energy, and experience next.
My core specializations are operational leadership, project and program management, cross-functional coordination, and bringing clarity into chaos. I’m particularly strong at aligning tech and non-tech teams, setting working rhythms, building trust, and helping organizations move forward without unnecessary friction. I’m often brought in when things need to stabilize, scale, or simply start working better.
Most recently, I closed a long-term eco-entrepreneurship chapter I’d been building for several years (in addition to my role as team lead in a cybersecurity firm). It was a meaning…
1 Comment-
Thank you for your intro, Yehonatan
Great to e-meet you!We’d love to see you at our Community Welcome call – this is a great intro to the community and gives you a bit of an idea how best to spend your time with us: https://portfolio-collective.com/events/getting-started-with-tpc/
Do drop us a note if you need anything as you start to nevigate the platform!
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Happy New Year Portfolio Profs!
I’d like to reintroduce myself for those who’ve joined recently and to share my refined focus for 2026.
In a nutshell, I’m a bridge between human ambition and spiritual truth, between strategy and intuition.
Through a lifetime of seeking the hidden power in the unseen, while working for companies like Google and with founders, celebrities, and other high-performance leaders, I’ve discovered some transformative truths.
I share these conversations and insights through my podcast, The Everyday Mystic, and do the deep work with founders and CEOs through an advisory and keynote presentations and workshops.
My mission is to help high-performance leaders discover their hidden truths by operationalizing their inner resources and integrating them into the next stages of their growth.
Do you see an opportunity to partner? If so, please reach out. I’d love to meet you and learn more about what you do and who you ar…
5 Comments-
What a cool initiative, Corissa! Love the sound of this podcast – will send people your way for sure
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Hi Corissa – thanks for sharing
I’ll definitely give this a listen. And I’d love to connect, I think we’d have a lot to talk about!-
Wonderful, Sammy! I’m looking forward to it. Feel free to schedule a time here: https://calendly.com/corissasaintlaurent
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We’re booked in for next week and I’m currently listening to the episode. Super interesting and you’re really talking my language!
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Hi everyone, I’m Greta from Switzerland 🍫
I am a scientist and strategic innovation consultant with over 15 years of experience helping inventors, startups, and companies turn complex technologies into competitive advantage.
I hold a PhD in the life sciences, I have been a patent owner and I have worked in fields such as protein science, biotech, food, medtech and materials science.
I specialize in IP strategy, search for commercial partners, market analysis, technology storytelling, and business development especially for inventors and for science‑driven ventures.
My work has touched smart grids, PV management, healthcare, education, and technical communications, supporting inventors and founders in positioning inventions, shaping IP strategy, and identifying market opportunities.
Whether it’s benchmarking a solution, refining a pitch, or crafting accessible outreach that makes science resonate, I bring a blend of analytical rigor and creative communicat…
1 Comment-
Lovely to have you, Greta! Would love to get some delicious Swiss chocolate reccos.
As a new member of the commmunity, I’d suggest coming along to our monthly online Community Networking, as this is great to way to meet fellow community members and learn things from those a few steps ahead of your in their portfolio career, as well as teach those a few steps behind! https://portfolio-collective.com/events/community-networking-with-brave-starts/
Let us know if you have any questions …
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Afternoon All. I’m looking for an advisor with specific reach into B2B SaaS, Marketplaces and UK Digital Staffing / Locum market.
A bit about us…
My co-founder and I have built an all-in-one payments and lending platform called Synapto. We are specifically for marketplace and SaaS businesses who handle a high volume of card payments and are looking for partner who can provide much better commercials to avoid the ”Stripe Tax”, whilst also allowing them to embed a suite of finance solutions that help their customers grow.
What we are looking for…
We are already live with ~10 SaaS platforms in the U.K. and are now looking to accelerate our GTM. We are looking for a commercially minded advisor who knows the C-Suite in these verticals to help us navigate the initial conversations.
Open to discussing a formal advisory stake for the right network access and strategic guidance. DM me if this is your world.
10 Comments-
Great to also see you here Sam Yates! I am tagging some people that may have some insights Chris Martin Chris Hopwood Dominic Bridgman.
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Charlotte Owen Let me know if you can think of some other relevant people.
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Thanks for bringing this opportunity here, Sam! Tagging some community members who might be able to help: Bulent Osman, Kevin Alderson, Simon Thornberry, Gordon Robson, Dave Ladbrook, @mattjones, Ton Dobbe, Tom Simpson, Sunil Purohit, Mark Edgeworth
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I also don’t have the network requested – but can help to ensure your value prop is clear and attracts the right buyers so you become the only logical choice
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Thanks for recommending me, sorry I’m not quite the right fit, my experience and network are B2C / consumer-focused
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Hi, I’ll send you my profile, I have some finance and credit reference agency experience (for the lending) – It might be of use? I’ll ping you.
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Hey Oliver
I’m tagging some of our Fractional CFOs who may be able to help, and who I’m sure will be interested in learning about cutting edge tools to make the lives of financial teams easier! 
Marta Checa Simon Phippen Jamie Bajwa Nick Rumball Michelle Dempsey Manu Gupta Raphael Benhamou Nik Petrou Leonard Caponegro Tetiana Dymytrashchuk Jonathan Mills