Services


Fractional Executive

Our Fractional Executive service offers the strategic expertise of a CFO and COO, tailored for high-growth startups. This role is pivotal in navigating growth inflection points, focusing on advanced financial modeling & forecasting to drive strategic decision-making, and fundraising to secure essential capital. Additionally, it encompasses streamlining operations for efficiency, and implementing robust financial and operational systems. This service is designed to provide startups with the high-level leadership and insights needed to scale effectively, without the full-time cost of an executive.

Modeling & Forecasting

Advanced Financial Modeling: Develop robust financial models for revenue projections, cost analysis, and investment planning. Includes scenario analysis, sensitivity testing, and long-term strategic planning tools.

Market Analysis & Competitive Landscaping: In-depth market research and competitor analysis to guide strategic decisions and forecast market trends.

Cash Flow Management: Detailed cash flow projections to optimize working capital and liquidity management.

Risk Management & Mitigation Strategies: Identify and assess business risks with tailored mitigation strategies.


Fundraising

Investor Identification & Engagement: Research and identify potential investors that align with your company's vision and growth stage. Assistance in initiating and maintaining investor relations.

Comprehensive Pitch Development: Craft compelling pitch decks that highlight your company's strengths, market potential, and unique value proposition.

Valuation & Deal Structuring: Expert guidance in business valuation, capital structure optimization, and negotiation of terms to secure optimal funding solutions.

Due Diligence Support: Prepare and organize all necessary documentation for investor due diligence processes.


Audit Preparation

Financial Statement Preparation & Analysis: Meticulous preparation of financial statements and thorough analysis to ensure accuracy and compliance.

Regulatory Compliance & Internal Controls: Evaluate and enhance internal controls, ensuring adherence to all relevant regulatory requirements.

Audit Process Coordination: Facilitate effective communication and coordination between your team and auditors, ensuring a streamlined and transparent audit process.

Post-Audit Support: Assistance in implementing auditors' recommendations and improving financial reporting processes.