our cfo services

Strategic Planning

We delve into the intricacies of your vision, growth expectations, and potential exits. Through the development of  comprehensive financial models, we assist your company in making informed, long-term decisions for sustainable growth. Consider it as mapping out the exciting adventure you’re about to embark on. Our financial model goes beyond mere numbers; it addresses fundamental questions such as: How much capital should we raise? What impact will it have on my cap table? Should I pay off that debt? Is my company growing efficiently?

FUNDraising support

Companies in growth mode often require an infusion of capital to fuel their growth. We guide you in gathering all the  necessary data for your fundraising efforts and help structure a competitive fundraising data room. Our assistance extends to preparing financial statements, developing financial models designed to attract investors, venture debt and other financing. We also provide guidance on determining the optimal amount to raise while offering clarity on the potential dilution it may cause.

Board and Investor Reporting

We sever as a liaison between the company’s management team, board of directors and investors. Effectively communicating financial information, answering inquiries, and providing clear explanations about the company’s financial position and strategies.

Saas kpi's

We identify the appropriate Key Performance Indicators (KPIs), creating transparency regarding your company’s trajectory and assisting in addressing potential areas of weakness. Additionally, we provide guidance on financial strategies to achieve growth and profitability. 

Budgeting And forecasting

We can assist in establishing a budgeting process to help you manage your monthly expenditures and achieve the desired growth. Additionally, we support you in scenario forecasting, enabling crucial decisions such as the timing for the next hires, debt payments, and overall optimization of your burn rate efficiency 

Startup Support Network: Legal, Marketing, SRED & Bookkeeping Expert

We bring a trusted network of professionals—including legal experts, sales and marketing specialists, SRED consultants, and bookkeepers—to support every stage of your business growth. 

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