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How to find fractional CFO clients

Fractional CFOs win clients by referral. Every Monday, see the companies in your metro that filed a new Form D or got a $1M+ SBA loan approved, who to ask about each one, and the SEC or SBA record behind it.

Type a 5-digit ZIP, a city or a metro name. Matching metros appear as you type; use the arrow keys to pick one.

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How fractional CFOs win clients

Mostly by referral. CentsIQ read 30 days of fractional CFO threads on Reddit and elsewhere, ending Sep 3, 2026. On where clients come from, the top-voted r/CFO answer was:

“You need a referral source — bankers, audit partners, attorneys. People you worked with in the previous iterations of your career.”

u/Rabbit-Lost on r/CFO, quoted by CentsIQ.

CentsIQ adds: “Nobody in the month’s threads reported cold outbound working on its own.”

The catch is timing. You hear about a raise or a loan only when someone thinks to tell you.

CentsIQ, Sep 3, 2026 (opens in a new tab) The r/CFO thread (opens in a new tab)

Where the Monday list fits

It doesn't replace your referral sources. It gives you a reason to call them every week.

Already pay for Sales Navigator? It shows who works where. This list shows which companies in your metro just filed a Form D or got an SBA loan approved, each with its SEC or SBA record. Compare with Fundz, Crunchbase and Sales Navigator.

Form D: the people on the filing

When a company sells securities privately, it files a Form D with the SEC, due 15 days after the first sale. The filing names its officers and directors with their roles, plus the company phone. We keep companies whose Form Ds list no finance title.

Nov 2–6, 2026: 6 Houston companies filed a new Form D and made the list. None lists a finance title.

Funds, SPVs, partnerships, real-estate and finance deals, and public companies are removed first.

Ask your attorney and audit-partner contacts whether they know anyone named. Each item links to the company's SEC record, so you can see whether this is its first Form D before you call.

SBA loan: the lender is a banker to call

SBA publishes the 7(a) and 504 loans it approves, with the lender's name but no owner or officer names. A lender that approves loans in your metro is a referral source worth knowing.

105 Houston businesses got a $1M+ SBA loan approved in Jul–Sep 2026, through 61 different lenders. 30 were for a change of ownership.

The loan is your reason to introduce yourself to the banker.

Lenders with the most loans on the Houston list, Jul–Sep 2026

Lender Loans
Live Oak Banking Company 7
Wallis Bank 7
US Metro Bank 5
Wells Fargo Bank National Association 5
Bank of the Orient 3
Commonwealth Business Bank 3
Enterprise Bank & Trust 3
The Huntington National Bank 3
TowneBank 3

Each business counts once, with its newest approval. SBA data as of Sep 30, 2026. 52 more lenders on the list. SBA 7(a) & 504 loan data (opens in a new tab)

Sample: Houston list for Nov 2–6, 2026

Houston-Pasadena-The Woodlands, TX. Form D filings listed Nov 2–6, 2026 (SEC EDGAR): 6 new. Also on the list: 106 SBA approvals of $1M+ from Jul–Sep 2026 (SBA data as of Sep 30, 2026). SBA publishes once a quarter, so they stay on each Monday's list until the next file.

Showing 10 of 112. Under the first Form D and the first SBA item: who to contact about it.

Form D example

OTHRAM, INC., THE WOODLANDS: filed Form D on Nov 6, 2026; $10,000,000 sold so far of a $10,000,000 offering, first sale Sep 10, 2026. The filing names David Mittelman (Executive Officer, Director), John H. Burbank (Director) and Stephen Oskoui (Director); it lists no finance title.

Phone as filed: (832) 390-8570

SEC filing for OTHRAM, INC. (opens in a new tab) · Earlier filings (SEC company record) for OTHRAM, INC. (opens in a new tab)

Who to reach: the 3 people the filing names. Ask your attorney and audit-partner contacts whether they know anyone named, and check the company's earlier Form Ds first.

Solution Energy, Inc., Houston: filed Form D on Nov 5, 2026; $4,001,487 sold so far of a $4,001,487 offering, first sale Oct 30, 2026. The filing names 5 related persons, including Matthew John Symons (Executive Officer, Director), Darrell Depper (Executive Officer, Director), John Richard Bishop (Director); it lists no finance title.

Phone as filed: (936) 206-6010

SEC filing for Solution Energy, Inc. (opens in a new tab) · Earlier filings (SEC company record) for Solution Energy, Inc. (opens in a new tab)

SBA loan example

NABLI HOSPITALITY LLC, Katy: SBA 7(a) loan of $5,000,000 approved Sep 2, 2026 through GBank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Hotels (except Casino Hotels) and Motels · Not yet disbursed as of Sep 30, 2026

SBA 7(a) & 504 loan data for NABLI HOSPITALITY LLC (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "NABLI HOSPITALITY LLC", BorrZip 77449, ApprovalDate 2026-09-02, CSV row 397761 after the header (spreadsheet row 397762, text line 397773)

Who to call: GBank, the lender. SBA publishes no owner or officer names, so the banker is your way in.

Trakstar, HOUSTON (borrower name as filed, a franchisee location at 10600 FONDREN RD; SBA franchise: Casey’s Marketing Company (Mobil) Fuel Supply Agreement): SBA 7(a) loan of $5,000,000 approved Aug 19, 2026 through US Metro Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Gasoline Stations with Convenience Stores

SBA 7(a) & 504 loan data for Trakstar (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "Trakstar", BorrZip 77096, ApprovalDate 2026-08-19, CSV row 395451 after the header (spreadsheet row 395452, text line 395463)

HITC Sapphire LLC, TEXAS CITY: SBA 7(a) loan of $5,000,000 approved Jul 1, 2026 through Global One Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Hotels (except Casino Hotels) and Motels

SBA 7(a) & 504 loan data for HITC Sapphire LLC (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "HITC Sapphire LLC", BorrZip 77591, ApprovalDate 2026-07-01, CSV row 388423 after the header (spreadsheet row 388424, text line 388435)

MCDM CFG LLC, HOUSTON: SBA 7(a) loan of $4,280,000 approved Sep 17, 2026 through Hancock Whitney Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Office Furniture (except Wood) Manufacturing · Not yet disbursed as of Sep 30, 2026

SBA 7(a) & 504 loan data for MCDM CFG LLC (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "MCDM CFG LLC", BorrZip 77024, ApprovalDate 2026-09-17, CSV row 400060 after the header (spreadsheet row 400061, text line 400072)

Pro-Plastics, Inc., Houston: SBA 7(a) loan of $4,124,000 approved Sep 17, 2026 through TowneBank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Plastics Bag and Pouch Manufacturing · Not yet disbursed as of Sep 30, 2026

SBA 7(a) & 504 loan data for Pro-Plastics, Inc. (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "Pro-Plastics, Inc.", BorrZip 77041, ApprovalDate 2026-09-17, CSV row 399925 after the header (spreadsheet row 399926, text line 399937)

MORRISON LEGACY GROUP, INC., Waller: SBA 7(a) loan of $4,120,000 approved Sep 28, 2026 through Bankwell Bank (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Wood Window and Door Manufacturing · Not yet disbursed as of Sep 30, 2026

SBA 7(a) & 504 loan data for MORRISON LEGACY GROUP, INC. (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "MORRISON LEGACY GROUP, INC.", BorrZip 77484, ApprovalDate 2026-09-28, CSV row 402305 after the header (spreadsheet row 402306, text line 402317)

Waters Edge Venue, EL LAGO: SBA 7(a) loan of $3,640,000 approved Sep 28, 2026 through First Western SBLC, LLC d/b/a Peachtree Group (Change of Ownership). (SBA data as of Sep 30, 2026.)

Industry (SBA): Promoters of Performing Arts, Sports, and Similar Events with Facilities · Not yet disbursed as of Sep 30, 2026

SBA 7(a) & 504 loan data for Waters Edge Venue (opens in a new tab) · file FOIA_7a_FY2020_Present_asof_260930.csv, BorrName "Waters Edge Venue", BorrZip 77586, ApprovalDate 2026-09-28, CSV row 402610 after the header (spreadsheet row 402611, text line 402622)

Download all 112 as CSV Open the Houston list in the tool

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Questions

How do fractional CFOs find clients?

Mostly through referrals. CentsIQ read 30 days of fractional CFO threads on Reddit and elsewhere, ending Sep 3, 2026. On where clients come from, the top-voted r/CFO answer named bankers, audit partners and attorneys as referral sources, and nobody in those threads reported cold outbound working on its own. The Monday list gives you a reason to call those people: a company near you filed a Form D, or a lender approved an SBA loan for a business near you.

What does a Form D tell me about a company?

That it is selling securities in a private (exempt) offering and gave the SEC notice, due 15 days after the first sale. It gives the amount sold so far, the offering size, and the officers and directors with their roles. The amount is a running total, not what came in this week. A company may have filed Form Ds before; each item links to its SEC company record, which lists every earlier filing. A Form D does not tell you whether the company has a CFO, because titles are optional. We keep only companies whose Form Ds, this one and any earlier ones, list no finance title.

Why call the SBA lender?

SBA publishes the lender on every loan it approves, but no owner or officer names. The lender knows the borrower, and bankers are one of the referral sources the top r/CFO answer names. Each SBA item on the list is a $1M+ 7(a) or 504 loan with the lender's name as SBA published it.

Did the business get the SBA money?

Not always. We say approved. SBA status COMMIT (7(a)) or NOT FUNDED (504) means not yet disbursed, and the item says so. For a 504 loan the amount is SBA's part; the bank's loan comes on top.

How fresh is each item?

Form D items come from the SEC's daily indexes. Each Monday's list covers the indexes published the week before; this one covers Nov 2–6, 2026 (5 index days). SBA publishes once a quarter, about a month after the quarter ends. The current file covers approvals from Jul 1, 2026 to Sep 30, 2026. It is as of Sep 30, 2026, published Oct 30, 2026, and every SBA item carries that date. The next file is expected around the end of January 2027.

How many companies a week will I get?

It depends on the metro. New Form D filers that made the list Nov 2–6, 2026: Houston 6, Dallas-Fort Worth 2, Austin 4, Denver 1. Over the 4 weeks Oct 13–Nov 6, 2026: Houston 12, Dallas-Fort Worth 4, Austin 13, Denver 8. The SBA quarter adds $1M+ loans approved in Jul–Sep 2026: Houston 105, Dallas-Fort Worth 136, Austin 24, Denver 60. Those stay on each Monday's list until SBA's next quarterly file, so the new names each week are the Form D filers. Type your ZIP at the top of the page to see your metro.

Do I get email addresses?

No. A Form D item has the people the filing names, with their roles, and the company phone as filed. An SBA item has the business name, address and lender. We don't use LinkedIn.

Can my team use one subscription?

Yes. The price is per metro, not per person. Invite your colleagues from the Team page in the app; they see the same lists.

Can I get the list into our CRM?

Yes. Every list downloads as a CSV file with one row per company and these columns: company, type, date filed or approved, street, city, state, ZIP, amount sold so far, offering size, first sale, people and roles, phone as filed, SBA loan amount, lender, SBA business age, industry, a one-line summary, the source link and record, the SBA as-of date and a record ID. HubSpot, Salesforce and most other CRMs import CSV files. A PDF is there too, for reading.

What does it cost?

$249 a month per metro. Founding firms: $129 a month, locked for 12 months (first 10 firms). 14-day free trial, no card. +$99 a month for each extra metro. When the 14-day trial ends, export locks and your lists stay readable.

Can I cancel?

Yes, any month, from Billing in the app. The 14-day trial needs no card. The founding price is held for 12 months while you stay subscribed; it is not a 12-month contract.

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