CAPITAL RAISING ASSISTANCE

ATTRACT THE RIGHT INVESTMET FOR YOUR STARTUP

CAPITAL RAISING ASSISTANCE

ATTRACT THE RIGHT INVESTMET FOR YOUR STARTUP

Capital Raising Assistance

Our CFOs and Controllers have over 20+ years’ experience in investor-owned multi-million dollar startups in NY and SF and have worked in companies such as Goldman Sachs and PwC.

We help you before, during and after you receive investment to ensure you attract the capital you need, deploy it adequately and keep investors informed.

Capital Raising Assistance

Our CFOs and Controllers have over 20+ years’ experience in investor-owned multi-million dollar startups in NY and SF and have worked in companies such as Goldman Sachs and PwC.

We help you before, during and after you receive investment to ensure you attract the capital you need, deploy it adequately and keep investors informed.

How We Help

Ensure you have investment-ready financial reports

Investor-ready financial summary

Targeting and approaching capital providers

Deal negotiation support

Funding options and business objectives alignment

Creation of investor pitch deck

Finance representation at investor meetings

Capital deployment planning and support

How We Help

 

Ensure you have investment-ready financial reports

Funding options and business objectives alignment

Investor-ready financial summary

Creation of investor pitch deck

Targeting and approaching capital providers

Finance representation at investor meetings

Deal negotiation support

Capital deployment planning and support

Case Studies

CASE STUDY #1

Technology Company Serving The Food Industry

Outsourced CFO + Capital Raising Assistance

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth.

The company was also unprepared to attract banks and equity investors for much-needed growth capital.

Results Achieved:

✔ $23 million raised in growth capital

✔ Hired over 100 employees during our involvement

✔ Annual revenue grew from $4 million to $15 million

How We Helped:

Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

Established Financial Planning Process:

Developed the company’s first financial projection model.

Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyses

Led due diligence and assisted with negotiations.

Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

Case Studies

CASE STUDY #1

Technology Company Serving The Food Industry

This venture-capital-backed company was growing rapidly but did not have adequate financial systems and staff to plan and manage growth.

The company was also unprepared to attract banks and equity investors for much-needed growth capital.

Results Achieved:

✔ $23 million raised in growth capital

✔ Hired over 100 employees during our involvement

✔ Annual revenue grew from $4 million to $15 million

How We Helped:

Upgraded Accounting Systems:

Transition from an inefficient QuickBooks desktop setup to cloud based QuickBooks Online and eventually to highly scalable ERP system Intacct.

Established Financial Planning Process:

Developed the company’s first financial projection model.

Led the actual vs. budget performance measurement process, which increased accountability and helped fuel rapid growth.

Capital Raising Assistance:

Created investor-ready PowerPoint deck and supporting financial analyses

Led due diligence and assisted with negotiations.

Trained And Mentored Finance Team:

Including the Accounting Manager, who was soon promoted to Director of Finance and took over our duties.

How It Works

1. Book A Call

Get clarity and specificity on your financial needs. We’ll provide a risk-free quote for our services.

Click Here to book a call.

2. Personalized Solution

We will create a tailored plan to help you reach your objectives in the fastest way possible.

3. Meet your goals

Our compensation is tied to meeting specific goals for you. We are invested in your success from start to finish.

Need A Personalized Team?

We’ll assemble the right blend of finance professionals with a single point of contact.

Learn More >

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.

BOOK A RISK-FREE CONSULTATION

Dive deep into your business’ needs.

Get clarity on the right blend of financial professionals you need.

Quote with no hidden costs or strings attached.

Learn about financial opportunities for your business you might not be aware of.