Office of the CFO
Finance leadership across the disciplines that define the function — from controllership to transactions.
- Lead the Function
- Run the Close
- Plan the Future
- Move the Cash
- Navigate the Deal
Advise. Build. Run.
Domain expertise and delivery depth — across finance, technology, and strategy.
Embedded advisory. Practitioner teams that do the work. Your data and decisions, never out of your control.
Technology Partners
THE WORK, THREE WAYS
Practitioners and operators across finance, technology, and strategy.
A team for every layer — leaders, practitioners, support — backed by a deep specialist network.
Modern delivery infrastructure — current tooling, automation, and a documented method.
WHAT WE DO
Three offices. One firm. The full picture.
Most firms make you choose between strategic advisors and the people who execute. We don't. PluggedIn covers finance, technology, and strategy as three discrete practices — connected by shared talent, methodology, and a documented delivery method when the work crosses functions.
Office of the CIO
Technology that runs the business and AI that grows it.
- Build the Stack
- Secure the Business
- Run the Operation
- Ship the Product
- Adopt the AI
Strategy & Transformation
The work that changes the shape of the business.
- Set the Direction
- Steer the Transition
- Manage the Risk
- Transform the Operating Model
Built on modern delivery infrastructure — tooling, automation, and a documented method.
WHO WE SERVE
Built for leaders running real work — across distinct audiences.
A mid-market manufacturer, an AI-built SaaS founder, a CDFI delivering capital to small businesses, and an enterprise CFO running a transformation do not need the same advisory model. Same delivery standard. Different shape of engagement.
For Enterprises
Practitioner depth without the layered hierarchy.
You're running a complex organization through a meaningful change — a transformation, a transaction, a technology overhaul, an AI adoption push. You need practitioner teams who can sit at the table with your executives and stay through delivery.
Learn moreFor Growing Businesses
Past startup. Into scale.
$5M to $100M businesses where the gaps in finance and technology leadership are starting to cost real money. Fractional, embedded, or full engagement — sized to what you actually need, when you need it.
Learn moreFor Funded Businesses
Implementation, not just coaching.
Technical assistance to borrowers, portfolio companies, and grantees on behalf of the institutions that fund them — CDFIs, banks, foundations, private equity, state agencies, and accelerator programs. Real work, documented for your reporting.
Learn moreFor AI-Empowered Builders
You built it with AI. Now prepare it for what comes next.
You built fast with Cursor, Bolt, Lovable, Claude Code, or Replit Agent. Now prepare for users, security review, capital diligence, and enterprise expectations. We don't replace your AI tooling. We add the practitioner judgment that lets what you've built handle production scale.
Learn moreHOW WE WORK
Built for the way work actually gets done now.
01
Direct access to the team that delivers.
The team you meet in the first conversation is the team that delivers the work — engagement letter names every practitioner involved. No bait and switch. No layered teams pushing decisions up a chain you can't see.
02
Productized Engagements
We publish scope and price ranges for the engagements that can be productized — sprints, audits, foundation work, investor-ready packages. Standard scopes can start faster because pricing, deliverables, and assumptions are already defined. Custom work stays custom.
03
A Network Behind Every Engagement
We bring in vetted specialists when a scope requires industry, technical, or regulatory depth, and define their role in writing before they join the work. Network capacity without the overhead of carrying it.
OUR POSITION ON AI
AI in our toolkit. Judgment in our chair.
We're a firm that uses AI in delivery — and we're explicit about it. Our practitioners use AI tools every day to read documents faster, model scenarios deeper, draft cleaner analysis, and free their time for the work that actually requires them. That practitioner experience is also what we bring to your AI conversations. When you're trying to figure out where AI fits in your business, what it costs to deploy responsibly, and what risks come with it — we've worked through those questions ourselves and we'll work through them with you.
Humans decide. AI accelerates.
Senior practitioners hold every meaningful judgment. AI is the productivity layer beneath that judgment, never above it.
Your data stays yours.
Approved tools, retention rules, and client-data restrictions are defined in writing before work begins. AI tools used in delivery are configured to not train external models on your information.
Transparency by default.
We're explicit about where AI is used in our work and where it isn't. You'll never wonder whether the analysis came from a person or a prompt — because we'll tell you, in writing.
Two ways to work with us. The choice is yours.
AI-Amplified Delivery — Default
Senior practitioners use AI tools internally for document review, drafting, analysis support, and workflow acceleration. Strict data governance. Human accountability on every decision. This is how most engagements run.
AI-Free Delivery — On request
Fully human delivery — for engagements where regulatory caution, internal policy, or personal preference calls for it. Same senior practitioners. Slower turnaround, premium pricing. Same data protection either way.
INSIGHTS
What we're thinking about.
AI Strategy
7 min read
AI-Amplified or AI-Free: two delivery modes, one standard
Read articleFunded Businesses
8 min read
Why most CDFI technical assistance falls short — and what implementation-grade TA actually looks like
Read articleAI-Empowered Builders
9 min read
The four walls AI-built businesses hit at scale
Read article
Let's talk about what comes next.
Whether you're scaling a business, leading a transformation, deploying capital, or navigating a transition — start a conversation. We'll use the first call to determine fit, identify the likely scope, and decide whether to move to scoping.