The Strategic CFO Services offering is unique to PTP, built on experience that is difficult to replicate. The firm
was founded by operators—not consultants—who helped pioneer the Fractional CFO model at TechCXO and
later led finance and corporate development at Mailchimp, scaling the business from $400M to $1B ARR and
through its $12B acquisition by Intuit—the largest in history for a bootstrapped technology company. Following
extensive diligence with leading private equity and strategic buyers, the team assumed executive roles at Intuit,
an $18B ARR public company known for disciplined strategy execution and advanced FP&A operations.

This experience spanning hands-on finance, strategy, and transaction readiness from early-stage through
Fortune 500 scale—forms the foundation of PTP’s Strategic CFO Services: a practical, integrated approach
to financial leadership and value creation that is rarely available to growth companies.