Invictus Consulting Group

Name

Invictus Consulting Group

Website

https://invictusconsultinggroup.com

Company type

Private

Founded year

2017

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Management Consulting

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro industry

PRIMARYBPAHACAF

Financial Management & Performance Improvement Consulting

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Management Consulting

SECONDARYBPAHABAE

Outsourced Finance & CFO Services

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Accounting, Audit & Tax Services

SECONDARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

Keywords

• Fractional CFO services
• Financial advisory consulting
• M&A advisory
• Finance transformation
• Audit support

Headquarters

HQ city

Boston

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

Revenue model

1. Consulting and Advisory Services: Revenue is generated through the provision of expert financial, operational, and strategic consulting services. The fractional CFO model suggests recurring retainer or project-based engagements with clients seeking specialized expertise without full-time hiring costs.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Invictus Consulting Group provides fractional CFO and operational management services alongside financial, operational, and strategic advisory services, including finance transformation, financial planning and analysis, audit support, M&A advisory, due diligence, system implementations, equity and cap table management, and operational and deal model creation. The firm delivers expert support on a flexible, project or retainer basis to organizations seeking senior-level financial expertise without full-time executive hiring.

Product overview

Invictus Consulting Group is a consulting firm that provides a unified suite of financial, operational, and strategic advisory services. Rather than a software product platform, the company offers professional services including Fractional CFO & Operational Management, Finance Transformation, Financial Planning & Analysis, Audit Support, New Market & Product Offering Modeling, Equity & Cap Table Management, Operational & Deal Model Creation, Buy-side & Sell-side M&A Advisory, Due Diligence, and System Implementations. These services are delivered flexibly to support organizations through expert financial and operational consulting engagements.

Differentiator

Problem solved

Functional benefit

Products and services

• Fractional CFO & Operational Management Provides senior-level CFO and operational management expertise on a flexible or part-time basis for organizations that need executive financial leadership without a full-time hire. Targeted at business leaders seeking to focus on core competencies.
• Finance Transformation Advisory engagement focused on transforming an organization's finance function to improve processes, controls, and strategic alignment. For business leaders seeking modernized financial operations.
• Financial Planning & Analysis FP&A support including budgeting, forecasting, and performance analysis to help organizations make data-driven financial decisions. For business leaders needing structured financial insight.
• Audit Support Assistance with audit preparation, response, and remediation to help organizations navigate regulatory and compliance requirements. For organizations facing audit complexity or capacity gaps.
• New Market & Product Offering Modeling Financial modeling services to evaluate the viability of entering new markets or launching new product offerings. For business leaders considering expansion or new product launches.
• Equity & Cap Table Management Management of equity structures and capitalization tables for organizations, including tracking ownership, vesting, and dilution. For companies needing accurate and current equity records.
• Operational & Deal Model Creation Creation of operational and transaction models to support business decisions and deal evaluation. For organizations evaluating operational changes or transactions.
• Buy-side & Sell-side M&A Advisory Advisory services for mergers and acquisitions on both the buy side and sell side, supporting organizations through transaction processes. For organizations pursuing or considering M&A activity.
• Due Diligence Due diligence support for transactions, helping organizations assess financial, operational, and strategic dimensions of deals. For companies evaluating acquisitions or investments.
• System Implementations Advisory support for implementing financial and operational systems within organizations. For organizations deploying new finance, ERP, or related systems.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Direct peers

• FocusCFO: A leading fractional CFO and financial leadership services firm serving growth-stage and middle-market companies. Directly comparable to Invictus in core fractional CFO/financial management offering, target client, and professional services delivery model.
• B2B CFO Partners: National network of fractional CFOs serving privately held businesses across the U.S. Closely aligned with Invictus in fractional CFO model, partner/expert-network structure, and SME/mid-market client focus.
• Kruze Consulting: Fractional CFO, accounting, and tax services primarily for venture-backed startups. Comparable to Invictus in outsourced finance, audit support, and FP&A offerings, with similar consultative sales approach to founders and operators.
• CFO Partners: Provider of fractional CFO and financial management services to mid-market companies. Overlaps with Invictus on fractional CFO, M&A support, and finance transformation offerings for a similar client base.
• Tidemark: Fractional CFO and strategic finance advisory firm for growth-stage and middle-market companies. Directly comparable service mix including CFO leadership, FP&A, and deal advisory.
• Acuity CFO: Fractional and interim CFO firm providing financial leadership to small and mid-sized businesses. Closely matches Invictus in fractional CFO delivery model and target customer profile.

Emerging players

• Pilot.com: Outsourced bookkeeping, accounting, and CFO services for startups and small businesses. Overlaps with Invictus's outsourced finance and FP&A offerings, but pairs services with proprietary software and a larger, venture-backed scale.
• Paro: Marketplace that connects businesses with fractional finance and accounting talent, including CFOs. Comparable in the expert-network, fractional-finance theme but operates as a tech-enabled talent marketplace rather than a pure advisory firm.

Broad incumbents

• Resources Connection (RGP): Large, publicly traded professional services firm providing finance, accounting, and consulting interim/expert talent to enterprises. Competes with Invictus for outsourced/interim finance and operational consulting mandates, but at significantly greater scale and geographic reach.
• Tatum: Long-standing fractional executive and interim professional services firm specializing in finance and operational leadership. Overlaps directly with Invictus's fractional CFO and interim management offerings for mid-market clients.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat1 record

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/invictus_icg
• LinkedInlinkedin.com/company/invictusconsultinggroup

Revenue estimate

Valuation estimate

Number of profiles

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 Invictus Consulting Group