What Cathedral Capital does

Cathedral Capital (operating as Cathcap) is a Fort Worth, Texas-based fractional CFO services firm founded in 2013 by Brooke Lively. The firm provides part-time, executive-level financial leadership to small and medium-sized businesses, with primary specialization in serving law firms. Its signature methodology, the Annual Profit Plan, is a forward-looking financial model designed around law firm-specific economics — collected revenue (not billed), realization rates, lockup timing, and contingency fee pipeline visibility — and is updated monthly rather than functioning as a static annual budget. The firm states it has served hundreds of law firms since inception.

Cathcap's service catalog is organized as a core Fractional CFO offering supported by modular add-ons: Exit Planning, Law Firm Valuation, Restructuring Consulting, Succession Planning, Virtual CFO Services, Cash Flow Consulting, Compensation Management, Pricing Analysis, Debt Advisory, Financial Reporting, Projection & Forecasting, and Accounting Services. Industry-specific service modules are offered for Law Firms (primary), SaaS, Startups (including tech and healthtech), Construction, Manufacturing, Nonprofits, and Small-to-Medium-Sized Businesses. The company does not disclose or rely on any proprietary technology platform; service delivery is human-led using standard financial software combined with the firm's proprietary Profit Plan methodology.

The firm generates revenue through recurring fractional engagements structured as monthly retainers or project-based fees, with pricing not publicly disclosed. Its go-to-market is direct and consultative, targeting business owners, managing partners, and founders primarily through content marketing (an extensive blog, books including 'From Panic to Profit' and 'Exit On Top,' the 'Bridging the Financial Gap' white paper), podcast appearances on legal industry shows, and website/phone-based lead capture. Cathedral Capital is founder-owned with no external institutional investment, operates with 11-50 employees, and serves clients exclusively within the United States. In 2025 it was recognized as one of the Top 5 Fractional CFO Companies in the United States.

Name

Cathedral Capital

Legal name

Cathedral Capital

Website

https://cathcap.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Short description

Cathedral Capital (Cathcap) is a Fort Worth, Texas-based fractional CFO services firm founded in 2013 that provides part-time executive financial leadership, specializing in law firms and serving small-to-medium-sized businesses across the United States.

Ownership category

akta.pro rank

Product category

Fractional CFO and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Fractional CFO services
• Financial advisory services
• Cash flow consulting
• Exit planning services
• Financial reporting and forecasting

Headquarters

HQ city

Fort Worth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fractional CFO Services: Ongoing financial advisory and CFO services provided on a part-time or project basis. Services include strategic financial planning, cash flow management, financial reporting, forecasting, and business advisory. Revenue is generated through recurring service engagements, likely structured as monthly retainers or project-based fees. The company works with clients across multiple industries with law firms as a primary vertical.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Cathedral Capital (Cathcap) provides part-time, executive-level fractional CFO services to small and mid-sized businesses, with deep specialization in law firm economics. Offerings span strategic financial planning, cash flow management, financial reporting and forecasting, exit and succession planning, law firm valuation, restructuring advisory, pricing analysis, and core accounting support, all delivered by an in-house team of CFOs under a proprietary Profit Plan methodology.

Product overview

Cathedral Capital (Cathcap) is a fractional CFO services firm offering part-time executive-level financial leadership to businesses, with particular specialization in law firms. The company's portfolio is organized as a core Fractional CFO Services offering supported by specialized service modules spanning Advisory and Assessment, Cash Flow Consulting, Compensation Management, Pricing Analysis, Debt Advisory, Financial Reporting, Projection & Forecasting, and Accounting Services. Industry-specific variants cover Law Firms, SaaS Companies, Startups (including Tech and Healthtech), Nonprofits, Construction, Manufacturing, and Small-to-Medium-Sized Businesses. The proprietary Profit Plan framework serves as the company's signature financial modeling methodology, distinguishing its approach from traditional budgeting by using collected revenue, realization rate, and lockup timing inputs rather than billed revenue projections. Additional offerings include Exit Planning, Law Firm Valuation, Succession Planning, and Restructuring Consulting, supplemented by educational content including the white paper 'Bridging the Financial Gap.'

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO Services

Quantifiable outcome

• One client grew from $5.5 million to $18.3 million in revenue over five years with every hiring decision made from current financial modeling.
• +4 more outcomes

Named customers8 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Pilot: A tech-enabled bookkeeping, accounting, and fractional CFO provider serving startups and SMBs. Pilot bundles AI-driven accounting software with human experts, representing the software-enabled evolution of services that could overlap with CathCap's lower-end engagements.
• Paro: A marketplace/AI-enabled platform that connects businesses with fractional finance talent (CFOs, controllers, bookkeepers). Paro represents the technology-enabled, gig-economy alternative to traditional fractional CFO firms like CathCap, increasingly competing for the same end buyer.

Direct peers

• FocusCFO: A fractional CFO services firm explicitly listed alongside CathCap in the 'Top 5 Fractional CFO Companies of 2025' list. FocusCFO serves growth-stage businesses across multiple U.S. regions with part-time CFO teams, directly competing for the same mid-market client base.
• CFO Strategic Partners: A fractional CFO and strategic financial advisory firm serving mid-sized businesses across the U.S. The firm competes directly with CathCap for the same retained fractional CFO engagements and shared target verticals.
• B2B CFO: One of the largest fractional CFO firms in the U.S., with a partner network of experienced CFOs serving privately-held businesses typically in the $2M-$50M revenue range — directly overlapping CathCap's target client profile and service offering.
• The CFO Centre: A global fractional CFO firm offering part-time CFO services to SMBs. The CFO Centre competes in the same outsourced CFO market as CathCap, with overlapping service lines and a similar retainer-based delivery model.
• G-Squared Partners: Named in the same 2025 Top 5 fractional CFO ranking as CathCap. G-Squared Partners provides fractional CFO services and financial leadership consulting, serving similar growth-stage and mid-market clients with comparable engagement models.
• Astero Group: Listed alongside CathCap in the Top 5 Fractional CFO Companies of 2025. Astero Group provides fractional CFO and financial advisory services for SMBs and middle-market companies, making it a direct peer in the same buyer segment.
• Preferred CFO: A direct competitor recognized in the same 2025 Top 5 fractional CFO list. Preferred CFO provides fractional CFO, accounting, and financial advisory services to SMBs and mid-sized companies, overlapping with CathCap's service portfolio and target buyer.

Broad incumbents

• CLA (CliftonLarsonAllen): A large U.S. accounting and advisory firm offering outsourced CFO services, virtual CFO, and financial consulting to mid-market businesses. CLA represents the broad incumbent alternative to CathCap, serving similar clients but as part of a much wider services portfolio.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/cathedralcapital
• Xx.com/cathcapcfo
• Facebookfacebook.com/CathedralCapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cathedral Capital