CPA Pipeline
Case studies
🇬🇧London, UK· Data room

Cobalt Advisory

“Your fractional finance team. On demand.”

A sharp, data-room site for a fractional-CFO and advisory practice — dark, technical, and engineered to win scale-up retainers.

Get a site like thisSee more designs
cobaltadvisory.co.uk
Cobalt Advisory
Fractional CFO · FP&A

Your fractional finance team. On demand.

FP&A, board packs and fundraise support — senior finance without the full-time hire.

Book a discovery callServices
01The brief

Cobalt sells outsourced FP&A and fractional-CFO retainers to scale-ups. Their buyers are founders and operators who live in dashboards. The site needed to feel like a financial instrument — dark, gridded, exact — and qualify leads before the first meeting.

02What we built
  • Marketing site with a data-room aesthetic — services, engagement models, results, sectors, insights blog.
  • Discovery-call booking + Stripe (GBP) — retainer setup deposits and CRM-sent pay-links.
  • 4 operator tools — cash-runway model, gross-margin analyser, fundraise-readiness scorecard, unit-economics calculator.
  • 24/7 AI assistant that qualifies on stage, revenue and need, then books a discovery call.
  • Client dashboard + 12-module admin CRM with engagement tracking.
  • Automated lead routing, proposal follow-ups, and QBR reminders (email + SMS).
  • Programmatic + AI-search pages — fractional CFO by sector and stage, built to rank and be cited by AI search.
The design — “Data room”

Technical and exact: a deep navy canvas with a faint coordinate grid, cyan signal accents, monospaced labels and a crisp sans headline. Reads like the inside of a model. Dark-first, with a light mode.

Type: Manrope · IBM Plex Mono

Lead-gen tools
  • Cash-runway model
  • Gross-margin analyser
  • Fundraise-readiness scorecard
  • Unit-economics calculator
Under the hood

Next.js 16 · Neon Postgres + Drizzle · Clerk · Stripe (GBP) · Resend + Twilio · OpenRouter AI · Vercel. Encrypted data, authorization on every action, audit-logged.

Built to

Feel like a financial instrument, qualify the scale-up lead before the call, and convert discovery into a signed retainer.

PreviousHartwell Tax
Ready when you are

Get your firm found.
Then grow it.

Pick a package, hit checkout, or book a 15-minute call if you'd rather have a human walk you through the scope. Either way, we'll be writing copy by next week.

Start your growth planBook a 15-min call