How We Can Help

Early stage companies benefit from Strategic Finance through coaching and education. Whether its standing up your financial infrastructure, bringing your vision to life, and having regular touchpoints with our team to keep you on track, we are here to help. We can help with the following to  to give you financial acumen from inception the of your idea. 

• Organizing your Corporate Setup
• Setting up your accounting system setup and monthly bookkeeping
• Building your first financial model
• Feedback on your pitch deck and coaching you through fundraising options
• Recurring monthly education of results and KPI's

Having investors or managing cash flows comes with a different set of responsibilities and complexity. We can help as you navigate this stage of your business by providing: 

• Cash flow forecasting and managing your capital
• Modeling financial scenarios to show how your decisions and go to market strategies affect your cash position and bottom line
• Monthly translation of results and re-forecasts
• Board and investor presentations and narrative
• Complex financial process vetting and setup
• Managing your Cap table and company valuation
• Future fundraising strategies

Every company in it's life cycle reaches a point where it outgrows its current Finance Infrastructure. We can help in this stage by:

• Coaching you on the appropriate financial systems to choose and then implement them
• Streamlining your team through AI tools or outsourcing to the US or offshore
• Giving you external audit support and control documentation of your key financial processes
• Financial reporting support, including management & GAAP financials
• Defining a plan for exit opportunities
• Setting you up for IPO readiness, or supporting a sale of your business.