Investors have their Deal Team, You Need Your Own
Investors and Lenders will be your friends after the deal is done, but before it closes, there's a lot of work to be done.
Our solutions help businesses:
Prepare for fundraising or M&A deal
Manage the process and negotiate the deal
Manage the cap table before and after the deal
solutions to help manage, prepare and secure business funding
The solution every investor-funded business needs.
This solutions helps:
Dedicated investor-facing CFO
Keep investors happy and informed
Manage the Cap Table
Manage the ESOP
Our Deliverables
CFO at Board Meetings
CFO at Investor Calls and Pitches
Investor Reporting
Deploy and Manage Cap Table software
Administer the ESOP
Going to market for either fundraising or M&A often requires months of advance preparation to avoid deal failure.
This solution helps:
Prepare and Position the business for fundraising or M&A
Our Deliverables
Prepare due diligence data room
Prepare Financial Model
Prepare Cap Table Model
Prepare Pitch Deck and Marketing Materials
Analyze funding structures and impact
During fundraising or M&A, the CEO will experience a lot of pressure to keep the business running while marketing it to investors. The investors will have their "deal team", and you need your own to keep up
This solution gives you:
Active Deal Team to support the CEOs fundraising efforts
Our Deliverable:
A Fractional CFO to interface with investors alongside the CEO and drive the deal forward
Finance team to support the CFO