CAPITAL EFFICIENCY,
ENGINEERED.
From your first 13-week forecast to your $300M strategic exit — we engineer margin at every inflection point. Built on the operating CFO playbook behind a sell-side exit and $4B+ in M&A deals.
No spam · Confidential · Built from 15+ yrs Wall Street experience
Is this you?
If any of this sounds familiar, you're our founder.
You're 9 months from Series B, but your LTV/CAC by cohort doesn't match the board deck.
Your runway assumption is one bad quarter away from a downsize conversation.
You can't answer “what would diligence find?” without hiring bankers first.
THE KINETIC METHODOLOGY
Three engineered systems for the three moments that matter most. Each one engineers margin at a different inflection point.
SERIES A · RUNWAY
Runway Extension Sprint
Protect margin from premature depletion.
13-Week Dynamic Liquidity Engine detects cash traps 8 weeks in advance. SaaS Waste Removal cuts OpEx 15-20% without touching headcount.
4-week engagement · Python dashboard
SERIES B · VALUATION
Valuation Defense
Defend margin perception before diligence begins.
LTV/CAC cohort analysis proves Quality of Revenue. Python-automated board reports replace 2-week Excel closes.
8-week engagement · Board-ready toolkit
PRE-EXIT · EXIT PREP
Exit Preparation
Maximize margin realization at exit.
The sell-side CFO playbook that closed a $300M strategic exit — productized. Financial diligence prep, data room architecture, buyer positioning.
6-month engagement · $50K+ success fee
Also Available — Retainer Services
Technical Finance Ops
Agentic workflows that automate AR/AP reconciliation and revenue recognition for complex subscription models. Your controller becomes 3x leverage. Monthly retainer.
THE ARCHITECT
Juwon Lee
Principal Capital Architect
I've led a $300M strategic exit as a sell-side CFO at a $130M-revenue software & marketplace business (The Princeton Review / Tutor.com). I know what acquirers actually look for — because I was the CFO they were asking.
The work that made that exit possible was a $27M EBITDA turnaround — from a $7M loss to $20M profit in 18 months. That's when I learned that operating margin isn't a side effect of growth. It's the thing you engineer.
Before that, I executed $4B+ in M&A deals at Jefferies Investment Banking — learning the buyer side of the table first. When founders hire me, they're hiring both sides.
Kellogg MBA · Former AlixPartners VP (Turnaround & Restructuring) · Ex-Samsung Techwin IR (1,000+ institutional investors)
“I don't just manage books.
I engineer margin.”
— Juwon Lee, on why this company is called Margin Kinetics
Track Record
- →$300M strategic exit (sell-side CFO, software & marketplace)
- →$27M EBITDA swing in 18 months (the work behind the exit)
- →$4B+ M&A deal value at Jefferies IB (buyer-side experience)
- →Chapter 11 advisory at AlixPartners (distressed restructuring)
The Rare Triple
Most fractional CFOs come from one background. Juwon has lived three.
Which is why acquirers, creditors, and boards all read his work the same way.
01 · Operator
The CFO Seat
4 years as an operating CFO. Managed a comp reset, a COVID pivot, and a bankruptcy-adjacent recovery — all on the same P&L.
02 · Banker
The Buyer Side
$4B+ in deals at Jefferies. Knows what the M&A model asks before a founder even sees the data room.
03 · Turnaround
The Restructurer
AlixPartners VP — Chapter 11 treasury and 13-week cash flow from the inside. Knows exactly how and why things break.
WHAT'S NEXT?
Stop bleeding cash.
Start engineering margin.
Reply SLA: 24 hours · Confidential · NDA available on request