Founder & Fractional CFO

The fractional CFO
for cross-border, multi-entity
startups and funds.

Rubix brings precision to financial structure across borders and entities — AI-augmented fractional CFO expertise engineered for clarity, compliance, and capital.

20+ yrs
Finance leadership
Multi-entity
Cross-border by default
4 modules
Productized CFO work
AI-augmented
Close & reporting
II — Operational Modules

Productized CFO expertise.
Each module, load-bearing.

Select a module to expand. Every engagement is scoped, instrumented, and delivered as a measurable structural upgrade.

Architectural 3x3 Rubik's cubes in isometric grid alignment
III — ROI Blueprint

Engineered outcomes.
Before / after, in fiscal terms.

Anonymized engagements across consumer goods, digital assets and real-estate-led operating groups. Module-coded, outcome-first, no vanity metrics.

Anonymized engagements. Outcomes, not logos.

RX-01Fundraising StrategyCompleted

Consumer / FMCG

UK brand scaling into national retail and EU distribution

Venture-backed consumer goods company needed finance and ops leadership through COVID capital stress while scaling into national retail and EU logistics.

Intervention — Owned FP&A and cost; advised the CEO on private-investor and government-backed financing through COVID; rebuilt 3PL/EDI operations and EU packaging/logistics negotiations; cut product wastage and opened national retail plus EU/Middle East distribution.

Fundraising StrategyCashflow AIMulti-Entity Finance
Before
Growth constraint
Capital + logistics + wastage blocking retail scale
Outcome
Scale
8× growth
Wastage
→ 2% of sales
Deliverables
Budgeting and operational cost management across the cycle
Capital advisory through the COVID financing window
3PL / EDI operating model
EU logistics and packaging renegotiation
RX-02Multi-Entity FinanceCompleted

Digital assets / tokenization

US–EU platform building finance, banking, and treasury from the ground up

A digital-asset / tokenization platform needed a sitting CFO to open banking and liquidity relationships, install reporting, and cut cost while the product evolved.

Intervention — Built banking, market-making, liquidity and treasury relationships; set OKRs for finance/controlling; owned month-end and annual reporting; removed material cost; supported platform launch with live reporting.

Multi-Entity FinanceCashflow AI
Before
Finance posture
No mature banking/treasury or reporting spine
Outcome
Cost out
$100K+
Launch support
Reporting live
Deliverables
Treasury and banking relationship stack
Month-end and annual reporting cadence
Cost takeout over $100K
C-level scenario modeling
RX-03Multi-Entity FinanceCompleted

Real estate · architecture · software

CFO across operating projects with combined revenue around $100M

Owners needed tax, cost, and cash structure under tightening rules across operating businesses — not a slide deck.

Intervention — Restructured the financial model toward profitability; delivered material annual tax and cost savings; improved cash via upfront-payment incentives; led capital raising; ran plan-vs-actual and KPI tracking; reorganized debt.

Multi-Entity FinanceFundraising StrategyM&A Advisory
Before
Structural load
Tax and cost pressure on ~$100M-revenue operations
Outcome
Annual savings
$8–14M
Cash
Upfront incentives
Deliverables
Restructured operating model
Annual tax/cost savings program
Cash and debt reorganization
Plan-vs-actual / KPI rhythm
IV — Philosophy

The Rational Visionary.

Rubix operates where a high-end architectural firm meets a quantitative fund. We treat your company's finances as a structure to be engineered — authoritative, stable, and intellectually sharp.

Rubix
Solve the structure. Scale the growth.
01

Structure over speed

We build the load-bearing financial system first. Growth on a weak foundation is debt; on a strong one, equity.

02

Cross-border, by default

Multi-entity, multi-currency, multi-jurisdiction. Consolidation, transfer pricing, and FX engineered into the bones — not bolted on.

03

Predictive clarity

The CFO's edge is seeing the curve before it bends. Every model we ship is instrumented for the next decision, not the last quarter.

AI-Driven Knowledge Graph · 2027 Autonomous Architecture

Rubix Fiscal Superior Intelligence

Autonomous Continuous Reconciliation: Every financial node connects directly to source bank feeds, signed agreements, and mathematical risk gates. Drag to explore; click any node to audit its underlying agent.

Precision: 99.8% · Audit-Grade
V — Engagement Tiers

How Rubix engages.
Defined scope. Outcome-priced where possible. Retainers are instrumented, not vague hours.

Three paths into the practice — a diagnostic audit, an embedded fractional CFO, or a scoped mandate around a fiscal event. Every engagement starts with the structure, never the invoice.

01

Diagnostic

A single audit pass — the load-bearing check before any structure is built.

From $4.5k
Cadence
One-time engagement
Horizon
2–3 weeks
Cashflow AI
  • Entity & jurisdiction structural review
  • 13-week consolidated cash-flow diagnostic
  • Working-capital & burn-rate audit
  • Risk register & weakest-link memo
  • Findings deck + recommended remediation roadmap
Run the diagnostic
02Core engagement

Fractional CFO

Embedded financial leadership — the operating backbone for a scaling, cross-border company.

From $6.5k / mo
Cadence
Monthly retainer
Horizon
Ongoing
Cashflow AIFundraising StrategyMulti-Entity Finance
  • Weekly cash-flow & runway command center
  • Multi-entity consolidation & reporting
  • Investor / board reporting package
  • Fundraise narrative & model maintenance
  • Monthly CFO review + on-call advisory
  • Direct line to the principal
Engage the fractional CFO
03

Mandate

A defined, outcome-priced engagement for a specific fiscal event — raise, refinance, or transaction.

Scope-priced
Cadence
Project-scoped
Horizon
4–12 weeks
M&A AdvisoryFundraising Strategy
  • Transaction or raise architecture
  • Dataroom & lender / investor materials
  • Valuation, dilution & structure modeling
  • Due-diligence coordination
  • Negotiation & close support
Scope a mandate

All engagements are confidentiality-bound. Indicative pricing — scoped after the diagnostic intake.

VI — Command Center

Let's engineer
your fiscal future.

Direct line to the principal. No gatekeepers, no funnels — a structured conversation about your numbers, across every entity.

Direct contact
max@rubix-ai.com
Domain
www.rubix-ai.com
Engagement
Fractional · Project · Full-time
Fiscal Audit — Intake● LIVE