Platinum AdvantEdge

Fractional CFO & Strategic Advisory Services

Financial Swiss Army Knife for your business
Access Big 4 expertise, institutional-grade insights, and 24/7 global support—all at a fraction of the cost.
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USD Raised for clients

From cash flow optimization to exit planning, our fractional CFOs deliver the precision of a Fortune 500 finance department, scaled for your ambition.

Our Capabilities

Finance Should Work for You, Not the Other Way Around

Most finance teams only report numbers; at Platinum AdvantEdge, we go further as your fractional CFO by strategizing, budgeting, forecasting, and helping manage your risk.

Scalable Expertise

We plug in as your strategic finance partner, offering the same high-level expertise you'd expect from a world-class CFO.

Global Agility

With teams across the U.S. and India, we deliver real-time financial insights around the clock. You’re never left waiting.

Outcome Driven

We don’t just track KPIs—we break them down, build action plans, and keep improving every month.

Exit Readiness

Whether you're raising capital or planning an exit—we help put your financial package together.

Why Founders Choose Platinum AdvantEdge?

Because we deliver CFO-level expertise with flexibility, speed, and impact. We are the EDGE every business needs.

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Years of Combined Experience
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optimized transactions

What size of companies we work with?

We work with startups all the way up to to $150 million business enterprises. No size is out of our scope.

Want to know our best endorsement?

Our track record of financial service expertise is the reason that every client succeeds.
That’s the Platinum AdvantEdge guarantee.

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Client Satisfaction

About Platinum AdvantEdge

The Best Fractional CFO in Business

We work hand-in-hand with founders, owners, and leadership teams to strengthen long-term financial health—becoming a true extension of your team...

Who We Work With

Trusted by Leading Industries

From trailblazing tech startups to powerhouse private equity firms, our clients span industries where strategic financial leadership makes the biggest impact. 

Platinum AdvantEdge supports visionary leaders across sectors—with real-time data that reflects who trusts us to drive their growth.

Deep Tech
Our largest sector – we guide cutting-edge innovation with deep financial insight.
Private Equity
Partnering with PE firms to drive growth, diligence and portfolio performance.
Startups
Fractional CFO services tailored to early-stage companies scaling fast.
Manufacturing
Streamlining operations and capital strategy for legacy and new-age manufacturers.
Venture Capital
We help VC-backed companies get investor-ready and scale smart.
Logistics
Building capital discipline and operational agility in supply chain and logistics firms.
Real Estate
From deal structuring to managing risk adjusted returns for your clients.
Hospitality
Financial frameworks that keep guest satisfaction and growth hand-in-hand.
Others
We work with diverse industries—wherever smart financial leadership is needed.

We work with amazing clients from all over the world

From startups to scale-ups, here’s what our clients say after working with Platinum AdvantEdge

Boardroom-Tested, Founder-Approved

    Marty Sarim
    Marty Sarim

    Founding Member, Sanas.ai

    Platinum AdvantEdge operates like a true partner, deeply invested in the success of the companies they work with. Neeti and her team don’t just deliver numbers; they deliver strategy, discipline, and vision. Neeti has a gift for turning financial complexity into simplicity.

      Mark Spencer
      Mark Spencer

      CFO, Ventek Solutions LLC

      Neeti and her team delivered exceptional work on our opening balance sheet, global fixed asset reconciliation, and carve-out financials. They worked hand in hand with our team, bringing outstanding technical expertise and precision during a critical transition.

        Jodi Cullity
        Jodi Cullity

        CEO, ElevenO

        As a first-time CEO navigating a capital raise, projecting operating expenses, and managing day-to-day growth — often all at once and well into the night — having Neeti and her team by my side made all the difference. They were always available, working in real time through crunch moments to ensure accuracy, confidence, and clarity across our financials. Their partnership has been instrumental in helping us move fast while staying financially grounded.

          Karen Robinson Cope
          Karen Robinson Cope

          Founder & Managing Partner - Mara6

          I have known Neeti Dewan for the last seven years both professionally and personally. Having worked closely with Neeti and her team over recent years on several of my portfolio companies, I have seen firsthand the remarkable leadership, strategic insight, and financial expertise she brings to every challenge. As CEO at Platinum Advantage, Neeti consistently demonstrated exceptional skill in financial forecasting, budgeting, and risk management, helping our companies navigate economic fluctuations and achieve sustainable growth. She and her team’s ability to turn complex data into actionable strategies has made Platinum Advantage an invaluable advisor. Beyond technical expertise, Neeti fosters a culture of transparency, accountability, and innovation. Whether mentoring rising talent or negotiating high-stakes financial arrangements, she leads with integrity and foresight. I am confident that Neeti and Platinum Advantage will bring the same dedication, professionalism, and strategic value to your organization.

            Adam Kauppi
            Adam Kauppi

            President, Adcuratio Media Inc.

            Neeti and her team have become essential to our operations. Their rolling cash forecasts, monthly financials, and board preparation materials are always thorough and on point. They've given us the clarity and confidence to make strategic decisions quickly.

            Platinum AdvantEdge gives you access to the same strategic insight and financial leadership as a full-time CFO, but with added flexibility, cost-savings, and a broader range of expertise.

            Neeti Dewan

            CEO Platinum AdvantEdge

            Let’s Talk →

            Ready to Gain Financial Clarity?

            A Fractional CFO gives you access to high-level financial strategy, leadership, and execution—without the commitment of a full-time hire. At Platinum AdvantEdge, we act as an extension of your team, helping you manage cash flow, build forecasting models, prepare for fundraising or M&A, and guide your financial strategy with precision.

            For the Curious Founders

            FAQs about Fractional CFO services

            More Questions?

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