CFO Solutions, Strategic Finance & Investments, Sustainable Growth.
Empowering Businesses and Investors with Clarity, Confidence, and Results.
Who We Are
We provide strategic interim financial leadership, tailored solutions, and, when the opportunity aligns, direct investments—empowering businesses to scale, optimize performance, and drive lasting value with clarity and confidence.
What We Do
We go beyond traditional financial consulting—we create value, build businesses, and empower SMBs for long-term success. From Fractional CFO Services to Capital Readiness & M&A Advisory, we provide financial clarity, strategic insight, and hands-on execution to help business owners scale confidently, optimize operations, and unlock new growth opportunities.
Who We Serve
We partner with founders, executive leadership teams, and investors to drive strategic growth, enhance financial infrastructure, and maximize business value. Our services ensure businesses are financially strong, operationally efficient, and investment-ready.
Founders and Business Owners
Small and medium-sized businesses (SMBs) seeking to scale efficiently - We provide financial clarity, delivering insights and data-driven recommendations that empower founders to make confident decisions. Our strategic guidance helps scale operations, optimize cash flow, enhance reporting, and implement scalable systems for sustainable growth.
Executive Leadership Teams
CEOs and CFOs who need strategic financial leadership to achieve key milestones such as fundraising, acquisitions, or exits. As a strategic partner, we work alongside leadership teams to strengthen financial operations, align financial strategy with business goals, and optimize performance—ensuring the company executes effectively and achieves its objectives.
Private Equity and Private Credit Professionals
Portfolio companies of private equity and private credit firms aiming to drive operational and financial improvements - We partner with investors as operating partner, and provide them financial clarity, implement value-creation strategies, and to optimize operations. We help drive ROIC above WACC and position investments for long-term success.
Business Types We Serve
✔ Revenue & Scale: Businesses generating $2M–$50M in annual revenue, with the financial capacity to invest in high-impact CFO services.
✔ Growth & Complexity: 10–200 employees, often scaling companies needing financial structure, cash flow optimization, and capital strategy.
✔ Strategic Need: Profitable or venture/PE-backed businesses in finance-intensive industries (e.g., professional services, manufacturing, logistics, renewables, healthcare, tech-enabled businesses) requiring ongoing CFO guidance
✔ Growth & Complexity: 10–200 employees, often scaling companies needing financial structure, cash flow optimization, and capital strategy.
✔ Strategic Need: Profitable or venture/PE-backed businesses in finance-intensive industries (e.g., professional services, manufacturing, logistics, renewables, healthcare, tech-enabled businesses) requiring ongoing CFO guidance
Industries We Serve
✔ Technology or essential tech-enabled & SaaS – Fast-growing, innovation-driven companies scaling, fundraising, and optimizing financial operations.
✔ Healthcare & Health Tech – Providers, payers, and digital health companies managing regulatory complexities, operational efficiency, and capital strategy.
✔ Manufacturing, Logistics & Renewables – Asset-heavy businesses requiring financial structuring, investment planning, and long-term sustainability strategies.
✔ Healthcare & Health Tech – Providers, payers, and digital health companies managing regulatory complexities, operational efficiency, and capital strategy.
✔ Manufacturing, Logistics & Renewables – Asset-heavy businesses requiring financial structuring, investment planning, and long-term sustainability strategies.
Example Pain Points We Address
✔ Navigating complex financial and operational challenges during periods of growth or transition.
✔ Preparing investor-ready financials to secure capital or attract buyers.
✔ Streamlining financial operations to improve cash flow and scalability.
✔ Addressing inefficiencies and improving valuation outcomes during M&A or restructuring.
✔ Preparing investor-ready financials to secure capital or attract buyers.
✔ Streamlining financial operations to improve cash flow and scalability.
✔ Addressing inefficiencies and improving valuation outcomes during M&A or restructuring.
Why Choose Us? How We Add Value for Clients
At XY Zili, we are more than financial advisors—we are trusted partners, committed to your success with honesty, transparency, and unwavering support. We tell you what your business needs, not just what you want to hear, and we stand by you at every critical moment. We don’t just show up—we show up when you need us the most.
how it work?
Our Fractional CFO & Strategic Finance Process
We provide the best services, ensuring your outstanding growth
Discovery & Deep Financial Assessment
We meet with you to discuss the details of your needs and demands. We then initiate a thorough analysis of your financials, operations, and strategic goals. Through transparent and data-driven insights, we identify strengths, weaknesses, and opportunities to enhance financial clarity and business performance.
Strategic Roadmap & Execution
We develop and implement tailored financial strategies—optimizing cash flow, streamlining reporting, and aligning financial operations with business objectives. Our hands-on approach ensures real impact, not just high-level recommendations.
Scaling & Investor-Readiness
For businesses preparing for growth, funding, or transactions, we position you for success. From financial modeling and forecasting to investor communications, we ensure you inspire confidence and maximize your valuation.
Capital Deployment & Long-Term Partnership
When the opportunity aligns, we go beyond advisory—we invest. Whether through direct capital investments or strategic partnerships, we support long-term value creation by aligning incentives and building sustainable businesses.
Meet our founder - Abraham
Vision. Execution. Impact.
I built XY Zili not just as a business, but as a mission. I took the leap—at great personal risk—because I believe in the power of business to create real, lasting impact.
I am driven to be the change I wish to see. To build, invest, and partner with those who want to create something meaningful. To use my expertise, insights, and resources to help businesses thrive—because when businesses succeed, communities grow, opportunities multiply, and we all rise together.
We’re here to do more than advise—we build, transform, and create enduring value. Join us in shaping a future where financial strategy fuels not just profits, but progress.
I believe in betting on people, in backing vision with action, and in creating a world where great essential businesses don’t just survive, but flourish—because when we build together, we all rise. Real success isn’t just measured in wealth, but in the value we bring to others.
Abraham Zelee
CEO & Managing Principal, X.Y. Zili
Let’s do it!
Frequently Asked Questions
Some frequently asked questions about our services and solutions.
What does a Fractional CFO do, and how is it different from a full-time CFO?
A Fractional CFO provides high-level financial leadership on a part-time or project basis, helping businesses optimize financial operations, improve cash flow, and develop strategic growth plans—without the cost of a full-time hire
At what stage should a business consider hiring a Fractional CFO?
When a business is scaling, preparing for fundraising, optimizing profitability, or facing financial complexity, a Fractional CFO helps navigate challenges and implement financial systems for sustainable growth.
How do your CFO solutions add value beyond accounting and bookkeeping?
Unlike accountants who focus on recording transactions, our CFO services provide strategic financial leadership, including cash flow management, financial modeling, investment strategy, capital raising, and performance optimization.
Do you only work with startups, or do you support established businesses?
We work with both. Startups benefit from our fundraising and financial strategy expertise, while established businesses rely on us to streamline operations, enhance profitability, and prepare for long-term success.
How does your approach differ from other CFO service providers?
We don’t just advise—we operate like a strategic partner, providing hands-on execution and real-world insights from an investor’s perspective to ensure businesses are financially strong, investment-ready, and built for long-term success.
Can you help with fundraising and investor relations?
Absolutely. We help companies craft compelling financial narratives, create investor-ready financial models, and develop capital-raising strategies, ensuring they secure the right funding under the best terms.
What industries do you specialize in?
We have expertise in technology, SaaS, fintech, healthcare, consumer goods, and capital-intensive industries, offering tailored financial strategies that align with industry-specific challenges and opportunities.
Do you also invest in companies, or just provide CFO services?
When the opportunity aligns, we invest directly in businesses we believe in—not just advising but partnering for long-term value creation.
How does pricing work for your CFO solutions?
We offer flexible engagement models, including retainer-based, project-based, and equity-aligned structures, depending on your business needs and stage of growth.
How do we get started with your CFO solutions?
We begin with a deep-dive consultation to assess your financial needs and business objectives, then tailor a CFO engagement that aligns with your goals. Schedule a call to explore how we can help!
Let’s Build Success Together!
We partner with visionary founders and business leaders to drive growth, scale operations, and unlock new opportunities. Whether you’re a startup refining strategy or an established business optimizing performance, we bring expertise that delivers results.
