PropTech CFO Services
Grow Your Property Platform With Real Revenue Clarity
Transaction volume looks big, net revenue looks small and client money sits on your balance sheet. Get take-rate clarity, clean revenue recognition and UAE-ready compliance, connected through CoCFO for one clear financial view.
Separate client money
Defend take rate
Shorten CAC payback
$412k
4.8%
112%
$1.6M
Completed
In progress
Upcoming
Net Revenue, Not Just Volume
Know what your platform actually earns after agent splits, payouts and payment costs, across every revenue line.
Client Money Kept Separate
Rent, deposits and escrow held for landlords stay ring-fenced and reconciled, so your cash position is real.
Cash Through The Property Cycle
See funding gaps before a slow quarter arrives, with forecasting that reads transaction seasonality.
Why PropTech Needs A CFO
PropTech Is Software, Marketplace And Regulated Money At Once
Volume reported as revenue, client funds mixed with operating cash and commission booked gross all distort the picture investors see. Here is where platforms lose ground, and how a PropTech CFO closes the gap.
Common PropTech Financial Mistakes
Platforms with real traction still stall on the same avoidable problems. Founders catch most of them early by running our VAT ready checklist against their commission and subscription lines before the next filing.
Where founders lose ground
- Volume shown as revenue
- Commission booked gross
- Client funds mixed in
- Untracked CAC payback
- Wrong VAT on commissions
- Licence activity mismatch
Your PropTech CFO Team
Mohammad Asif brings 18 years with US CMA and CSCA certification in startup consulting and capital structuring. Gitanjali Gupta adds 20 years and a US CPA in financial strategy for recurring revenue.
What the team handles
- Revenue recognition
- Take rate analysis
- Client money controls
- Cash flow planning
- UAE tax compliance
- Investor reporting
From Inflated Volume To Real Revenue
Know What You Actually Earn. Know What To Do Next.
Move past headline transaction numbers. Track the metrics that decide whether the platform funds itself and see what needs attention this month.
Know What Needs Attention
Spot falling take rate, slow CAC payback and client fund gaps before they reach a board pack. Founders use our due diligence checklist to see what investors ask for first and close those gaps early.
THIS MONTH
On track
On track
Watch
At risk
On track
Recommended actions
- Reprice the lowest take-rate tier
- Pause paid broker acquisition
Plan For Every Outcome
Model base, scale and conservative cases so you know how transaction volume and headcount move runway. You can pressure-test the base case with our 90-day cash flow calculator while the full model gets built.
Runway 18.4 mo
$2.14M
Runway 14.2 mo
$2.68M
Runway 22.6 mo
$1.72M
What You Get
Financial Leadership Built For PropTech
01
Revenue Recognition For Mixed Models
Subscriptions, listing fees, commission splits and transaction fees each get treated correctly, so revenue holds up in diligence.
02
Take Rate And Unit Economics
Know net revenue per transaction, per segment and per acquisition channel, and what it costs to win each side of the platform.
03
Client Money And Working Capital Control
Keep landlord, tenant and escrow balances separate from operating cash, with reconciliation your auditor and regulator can follow.
04
Forecasting And Scenario Modeling
Know what happens if you add a market, launch embedded payments or lift ad spend before you commit the cash.
How We Work
Get To Clear PropTech Financials In Four Steps
We work with your existing stack, payment rails and team to connect platform data to decisions that protect margin and runway.
1
Discovery And Financial Audit
We assess your revenue lines, commission logic, client fund handling and cash position to read your current health.
2
Custom Dashboard Setup
We build reporting that answers your questions on net revenue, take rate, retention, client balances and runway.
3
Planning, Forecasting And Compliance
You get revenue, headcount and cash forecasts, aligned with UAE VAT and the corporate tax positions your licence structure creates.
4
Monthly CFO Check-ins
Regular reviews to course-correct in real time on platform data.
PropTech Finance Connected To CoCFO
Bring Platform Numbers Into Your Financial Operating System
sure the numbers behind it, from take rate to client fund balances, are accurate and ready when investors ask.
Every revenue line in one place
Track revenue, margin and cash across your subscription and transaction lines without rebuilding a sheet each month.
Decision-ready reporting
See scenario plans, budgets and forecasts you can act on this week.
One connected view
Access financial statements, receivables, payables, cash flow and assigned actions through CoCFO.
Fundraising
Pilot Stage. No Investor Materials. Six Deliverables Later, the Fundraise Was Ready
PropTech CFO Plans
CFO Support Sized To Your Stage
Every platform runs on a different revenue mix and transaction volume. Pick the level of support that fits.
Growth Starter Plan
For platforms just past first traction, focused on revenue recognition, cash flow and take rate visibility.
Scale Plan
For platforms with steady volume that need forecasting, investor prep and compliance.
Custom Plan
For platforms handling client money, embedded finance or multi-country operations.
Areas Of SaaS CFO Support
PropTech Finance Support Across Every Stage Of growth
- Financial Strategy
- Cash-Flow Management
- Runway Planning
- Budgeting
- Forecasting
- Management Reporting
- Board Reporting
- Investor Reporting
- Fundraising Models
- Scenario Planning
- Revenue Analysis
- Gross Margin
- Unit Economics
- Pricing Decisions
- Working Capital
- Accounts Receivable
- Accounts Payable
- Valuation
- Due Diligence
- Financial Controls
- Accounting Oversight
- Debt Planning
- Hiring Plans
- Capital Expenditure
- KPI Development
- Risk Management
FAQ
Frequently asked questions
Answers to the most common questions founders ask before working with a PropTech CFO.
For project finance, development cycles and asset returns, our Real Estate CFO service is the closer fit. A PropTech CFO works on platform revenue, take rate, client money and software metrics.
We focus on UAE platforms and take select international clients with UAE or GCC operations.
Yes. We add revenue recognition, planning and analysis on top of the bookkeeping services already keeping your records current.
Your dashboard shows platform activity. We show net revenue, unit economics and cash position.
Client balances stay off your revenue and separate from operating cash, with a reconciliation process that holds up in audit. Platforms that also move money get added depth from our Fintech CFO service on licensing and payment reconciliation.
Yes. We prepare clean net revenue, retention and cohort metrics, and our fundraising support team takes it from model to data room.
Yes. Your engagement runs as a Fractional CFO arrangement alongside your internal finance team, accountant, bookkeeper and other advisors.
Yes. Plans flex and grow as you add markets, revenue lines and volume.
Ready to make platform growth fundable?
Book an initial consultation so we can understand your business, your current financial setup and the level of support you need.
