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Insights

Practitioner notes, not thought leadership

Short pieces on the things we actually argue about with clients: governing AI inside a finance function, building reporting a board will accept, and knowing when a growing company genuinely needs senior finance leadership.

Publishing from
Launch
Cadence
Two to three a month
Written by
The partners
Length
800–1,500 words
Ghostwritten
Never

This section is designed and empty on purpose. We would rather show you what is coming than pad the page with recycled commentary — the pieces below are drafted and publish with the full site. Nothing here is written by a machine; the irony would be difficult to survive.

In the queue

What publishes first

Each piece answers a question we have been asked in a real board meeting or a real first call. If one of them is your question, ask us now rather than waiting for the post.

AI governanceNote 01

The four questions your auditor will ask about AI — and how to have the answers already

Auditors are not against automation; they are against unexplainable numbers. Here is the documentation set that turns an AI-assisted close from a finding into a footnote.

Drafted
ReportingNote 02

Board packs that survive the second question

Most packs answer what happened. The credibility comes from the next layer: why, what it means for the plan, and what you are doing about it — in three pages, not thirty.

Drafted
FundraisingNote 03

What breaks in diligence, in order of frequency

Revenue recognition, cap table hygiene, contract terms nobody read since signature. A ranked list, from processes we have had to repair under time pressure.

Drafted
OperatingNote 04

The 13-week cash forecast, and when to start keeping one

The single most useful artefact in a tight quarter. What goes in it, who maintains it, and the warning signs that it should already exist.

In progress
HiringNote 05

Fractional, interim, or full-time: an honest decision tree

Including the cases where the right answer is to hire someone permanently and stop paying a firm like ours.

In progress
Tools

Two things worth taking whether or not you ever call us

Practitioner-grade, not lead-bait. Both are the checklists we use ourselves, written so a competent finance team can run them without us.

Checklist · PDF

The AI governance checklist for finance teams

Twenty-two questions covering what your AI tooling touches, who reviews its output, how model versions and assumptions are recorded, and what an auditor will expect to see. Written against the way audit committees actually ask.

Available at launch
Checklist · PDF

The investor-ready reporting checklist

What belongs in a monthly pack by stage, what a lead investor will ask for in diligence, and the six items companies most often discover they are missing at the worst possible moment.

Available at launch
Tell us where to send them

Mock-up only. At launch: both checklists, plus a note when a piece publishes. Two or three emails a month, no drip sequence, one-click unsubscribe.

Case studies

Designed, deliberately empty

The slots below exist and stay empty until real engagements fill them. No invented logos, no anonymous testimonials that could have been written by anyone, no “as seen in” filler.

Case study slot

Situation → work → result

One page: what was true when we arrived, what we did in the first ninety days, and what changed by number. Published only with the client’s name and permission.

RESERVED
Case study slot

Situation → work → result

We would rather show two real engagements in six months than ten plausible ones today.

RESERVED
Testimonial slot

A named client, or nothing

Attributed to a person with a title and a company. Anonymous praise is not evidence.

RESERVED
Next step

Would rather just ask the question?

Every piece above started as something a founder or an owner asked a partner on a call. Thirty minutes gets you the answer without waiting for the post.