Reporting that takes weeks
Quarterly investor reports pull your team away from finding and closing deals.
Fractional CFO · Syndicators, Funds & Private Lenders
Give investors reporting they can trust.
Investor reporting, distribution waterfalls, capital calls, and loan portfolios all have to be right every time. High Point gives sponsors, funds, and hard-money lenders a CFO who keeps the numbers clean, the reports on time, and your capital decisions clear.
Sound familiar?
What keeps syndicators, funds, and private lenders up at night.
You built a business that works. The finance side just hasn't kept up with how fast it's growing.
Waterfalls nobody wants to touch
Distribution math lives in a spreadsheet that only one person understands.
A loan book you can't see at a glance
Maturities, draws, and payments are scattered across systems and files.
What you get
A CFO who knows your kind of business.
Guillermo works alongside your bookkeeper and CPA, or helps you build the team you need, so you get clear numbers and a plan for what's next.
- Investor reporting on a reliable schedule
- Distribution waterfall and capital call modeling
- Loan portfolio tracking with maturities and draws
- Fund and entity-level financial statements
- Cash planning for new deals and redemptions
- Lender and investor packages that hold up
Financial Health Check
Answer eight quick questions and get a score plus the first things to fix.
Take the check →Client results
$500K+in annual finance costs cut for a real estate client
Know Your Zero
Worth a read before your next big decision.
Practical guidance from Guillermo for owners like you.
Issue 08 · Leadership & Growth
A Partner Wants Out. Your Numbers Need to Be Ready Before the Conversation Starts.
When a partner wants out, gut feel about what the business is worth won't settle anything. Here's why buyouts stall, and how clean, normalized numbers keep both sides at the table.
Read the issue →Issue 07 · Banking & BondingYour Bank Wants a Forecast. Your Spreadsheet Wasn't Built to Give Them One.
Your line of credit is up for renewal and your lender wants a forecast that holds up. Here's why last year plus a growth rate reads as hope, and how to build one from real commitments.
Read the issue →Let's talk
Ready to see your numbers clearly?
Start with a free 30-minute conversation about your business, your goals, and what comes next.
Prefer to talk now? Call 325-374-2320 or email guillermo@rodriguezcfo.com