CFO advisory + AI efficiency = smarter growth
Expert finance strategy meets intelligent systems — without the full-time CFO cost.
JCL Strategic delivers high-impact fractional CFO services to early and mid-stage companies, typically generating between $1M and $50M in annual revenue.
We embed seamlessly with your executive team to accelerate growth and improve cash flow — all at a fraction of the cost of a full-time CFO.
We service numerous industries with the majority of our clients in the Food, Consumer and Industrial Manufacturing sectors.
We bring a unique perspective as both investors and operators. Our team brings decades of experience across market cycles, industries, and capital structures. From VC & PE fund investments to C-suite leadership to M&A to risk management, we deliver the expertise and insight needed to navigate complexity and accelerate momentum.
And with AI changing the game, a generational opportunity presents itself, especially for manufacturers that build, bottle, or box products. While SaaS companies look to redefine themselves, products we touch and use and eat and drink aren't going anywhere. And now, AI is unlocking a new era of productivity and margin expansion.
The question is, are you ready? Do you have a plan? We’re here to help. Strategy begins with financial clarity today.
What we offer
The Power of Augmented Intelligence
We offer tailored CFO services for early and mid-stage companies, who are too young to hire a dedicated CFO, or who are growing at a pace that eclipses the ability for a CEO to keep up, or who just have problems they need help fixing.
This involves cleaning up systems and processes; leveraging technology to have data more readily available; personalizing a financial and business strategy on a go-forward basis; advising on capital markets transactions, and uncompromising human oversight.
Our CFO Augmented Intelligence System combines:
Proven strategic expertise from finance leaders with extensive industry experience
Cutting-edge AI technologies that create automation efficiencies and enhance human insight
A collaborative model that leverages your insights and ours
Financial Planning & Analysis
Real time financial reporting
Working capital optimization
Budgeting and scenario forecasting
KPI development and monitoring
Capital Markets
Equity and debt capital access
Data room development
M&A consultation
Stakeholder communications
Risk Management & Efficiencies
Data consolidation and dashboard development
Financial controls implementation
Risk assessment and hedging
Process improvement via AI integration
Our Process
-
We begin with a focused 6-week engagement designed to swiftly eliminate financial chaos and establish the crystal-clear, accurate data foundation essential for confident strategic decision-making.
We utilize our proprietary software and models to unify data from scattered spreadsheets and siloed systems. The result: custom-built, AI-powered dashboards that surface real-time insights—and unlock growth initiatives that once felt out of reach.
-
Beyond the initial foundation, we provide continuous, tailored forecasting and scenario analysis to help you strategically navigate challenges, seize opportunities, and ensure sustained profitability and valuation growth.
Biweekly meetings to ensure alignment
Monthly review of actual results vs. budget
KPI development and analysis
Production of dynamic forecast models
Stress testing and scenario analysis
-
When it's time to pursue a capital event or ownership transition, we prepare your company to attract the right partners and command the lowest cost of capital or maximum valuation, ensuring a smoother, more profitable transaction.
Capital and Exit Readiness Assessment, providing a clear roadmap for transaction success.
Development of an Investor-ready data room, while optimizing internal systems for rigorous due diligence
Grant program identification and RFP assistance
Access to our network for Debt and Equity introductions
Targeted management coaching
Who we are
Mina Mishrikey, CEO and CFO Partner
With over two decades of experience spanning private equity, investment banking, and corporate finance, Mina brings comprehensive strategic financial leadership to growing companies. Currently Mina serves as the Head of Investment at Merida Capital Holdings, a private equity platform with over $250 million in assets under management comprising more than 70 early and growth-stage companies. He serves on multiple boards of innovative companies across sectors including biotech, healthcare, CPG, and non-profits where he's helped guide strategic financial decisions and growth initiatives. Previously, Mina led the North American structured finance derivatives business at Deutsche Bank, developing deep expertise in complex financial strategies and risk management.
Mina received a B.S. in Finance from the Wharton School, University of Pennsylvania. Mina is a CFA® Charterholder and CPA (inactive). He resides in Philadelphia with his wife, Leslie, and three children - Jack, Charlie, and Layla.
Ben Young, CSO and CFO Partner
Ben Young is a dynamic financial leader and visionary entrepreneur with over 16 years of extensive experience in capital markets, technological innovation, and sustainable business development. As the Founder and CEO of FyberX Holdings, Ben spearheads groundbreaking advancements at the intersection of advanced materials and eco-friendly technology, driving significant impact within the fashion and textile industries through environmentally responsible solutions.
Throughout his distinguished career, including roles at Goldman Sachs and FBR Capital, Ben has demonstrated exceptional skill in capital raising and financial strategy, successfully executing transactions totaling over $2.5 billion. His robust experience spans diverse financial landscapes, including strategic equity raises for venture-backed startups, convertible seed rounds, 144A private placements, and impact investment fundraising.
Ben earned a Bachelor of Science in Quantitative Finance, Economics, and Mathematics from James Madison University, complemented by international studies in International Economics and Econometrics at Oxford University. Ben is based in Williamsburg, Virginia.
Contact us
We will respond in short order.
