Our Services
Our portfolio of services comprises of a diverse range of extensive financial and strategic solutions
01
Fractional CFO and CFO Services
Creating and leveraging quantitative insights to drive execution
Our CFO services begin by gaining a deep understanding of your business or, if you're a founder, your vision. We take time to comprehend your unique goals, challenges, and opportunities, helping us align our services with your specific needs. We see our role as not just consultants, but as partners who are invested in your success.
Once we have a solid understanding of your objectives, we create a detailed, feasible financial plan. We employ data-driven strategies, leveraging financial modeling and forecasting to anticipate future revenues, costs, and profitability. This plan serves as a roadmap to your desired financial future, outlining the steps necessary to achieve your goals.
Next, we establish Key Performance Indicators (KPIs) that provide quantitative measures of your progress. These metrics help us assess whether your company and employees are on track to meet their financial and operational objectives. We ensure these KPIs are understandable, actionable, and tied directly to your strategic goals.
But our service doesn't stop at planning. We work closely with your operations and strategy teams to execute these plans. We help coordinate efforts across departments, ensuring that everyone is working towards the same financial targets. Regular updates and analyses enable us to adjust plans as market conditions or internal factors change.
Ultimately, our CFO consulting service provides a comprehensive solution for your financial planning needs. From understanding your vision to creating and executing a plan to achieve it, we offer a holistic approach that not only addresses immediate financial challenges but sets you up for sustainable, long-term success.
02
Raising Capital
Developing curated financial models and pitch materials for investors​
Effective fundraising is rooted in the precision of your presentation, the tangibility of your narrative, and the robustness of your data analysis. Our team is adept at constructing pitch materials that connect with potential investors, fortifying your fundraising efforts.
Financial Metrics
We elevate fundraising efforts by leveraging financial metrics in a strategic, detailed, and practical manner. The process commences with a deep dive into your business, transforming this comprehensive understanding into a thorough market sizing analysis. We utilize a bottom-up approach to identify your Total Addressable Market (TAM), Serviceable Available Market (SAM), and Serviceable Obtainable Market (SOM), providing investors with an accurate, data-driven, view of the investment opportunity.
Furthermore, we explore the core of your unit economics, scrutinizing each revenue and cost driver integral to your business model. This approach enables us to spotlight your business's inherent scalability and profitability, providing a firm, evidence-based foundation for your value proposition.
Our service extends beyond understanding your business—we convert this knowledge into actionable insights that captivate investors. Our aim is to provide a realistic, data-backed market potential projection, an essential element during fundraising. Through a focus on the nitty-gritty of your business model, we substantiate your value proposition, instilling investor confidence in your venture's viability and growth potential.
Pitch Deck
Developing a pitch deck goes beyond creating a sleek presentation; it's about crafting a data-driven narrative. We tailor your pitch deck to the unique preferences and investment focuses of each potential investor. By aligning your story with their interests, we enhance the resonance of your message, increasing your odds of securing the necessary capital.
03
Valuation & Advisory
Comprehensive, bottom-up, opinions of fair value
When making strategic business decisions such as raising capital, considering a merger or acquisition, or planning an exit strategy, a precise valuation is critical. Our Valuation and Advisory services are designed to deliver the in-depth insights you need to guide these pivotal choices.
Our team is proficient in a range of valuation methodologies, each suited to different business contexts:
Discounted Cash Flow (DCF) Analysis: This method involves projecting your company's free cash flows into the future and then discounting them back to present value. The discount rate applied reflects the riskiness of the cash flows, often expressed as a weighted average cost of capital (WACC). The WACC considers both the cost of equity, derived from the expected return on equity based on the perceived riskiness of the business, and the cost of debt, adjusted for the tax shield provided by interest payments. This method gives a detailed understanding of your company's intrinsic value, based on its projected cash flows, growth potential, and risk.
Comparable Companies Analysis: This approach involves comparing your company to similar firms in your industry, either publicly traded or recently sold. By comparing metrics such as Price/Earnings, Price/Sales, and Enterprise Value/EBITDA, we can deduce a relative valuation. This analysis gives a sense of your company's market position and potential relative to peers.
Precedent Transaction Analysis: By examining the prices paid for similar companies in past M&A transactions and evaluating them against key financial metrics, we gain a solid understanding of how the market has previously valued businesses like yours. This insight is useful when considering future deals or acquisitions.
Sum of the Parts Valuation: Especially useful for diversified businesses, this approach involves breaking down your company into its constituent business units, valuing each separately using the most applicable methodology, and then summing them for a total valuation. This can often reveal hidden value within complex business structures.