Overview:

For companies seeking funding, we take on the role of business analyst or interim CFO and guide you through the capital raise process. We build and maintain the financial models, source & pitch investors, and prepare the company for the often-exhaustive requirements of due diligence.

For companies contemplating a deal such as an acquisition, joint venture, or strategic partnership, we help you navigate the waters and run the numbers.

In either case, we bring a practical, analytical, and realistic viewpoint to ensure that the deal is sound and that all parties benefit.

How we can help:
In preparation for a financing or transaction, we provide seasoned financial expertise and advice. This often includes the development of budgets and forecasts (strategic plans, annual budgets, quarterly updates, cash flow forecasts and sales pipelines) as well as analysis and recommendations (pricing, make vs. buy decisions, licensing or rev-share structures, client acquisition strategies, financial implications of marketing strategies, and contract structuring).

For companies raising capital or engaging in a deal, we help "tell the story in numbers" and often accompany the CEO to the investor pitch. We work to position the company favorably, and we leverage our extensive network to make warm introductions. As the deal progresses, we provide critical guidance and support through the due dligence process.

Other ongoing services options include investor communications and board reporting.

Who Needs It:
» Startup companies preparing to raise angel or venture capital
» Companies preparing for a significant transaction (fund raising, M&A, major partnership, etc.)
» All companies looking for greater insight, visibility, and efficiency in their operations

Benefits:
» Provides support and off-loads the burden on management during the fundraising process
» Provides rigorous analytical insight into the feasibility and profit potential of opportunities
» Gives investors and directors confidence in the direction and leadership of the business

Contact us today to learn how we can help. We look forward to working with you.