CAPITAL RAISING ASSISTANCE
ATTRACT THE RIGHT INVESTMENT FOR YOUR START-UP
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
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.
Book A Free Consultation
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.