services

Fractional CFO

Investor Relations

Fractional CFO

Create a strategic financial roadmap
Develop Key Performance Indicators (KPIs)
Profitability improvement
Review risks / develop mitigation strategies
Plan for an exit (sale or IPO)
Outsource vs. Insource analysis
Systems review

Capital Raise

Investor Relations

Fractional CFO

Evaluate financing options (debt, equity, alternative financing)
Review pitch book messaging and outreach strategy
Create a 5-10 year capital staging plan
Determine best investment partners

Investor Relations

Investor Relations

Investor Relations

Communicate your story to investors, clients and business partners with a professional style
Frame the story to a potential acquirer or prepare for an IPO
Write monthly, quarterly, annual investor updates
Document key milestones