Fundraising and special situations
Basic
Seed Fundraising Support
High Priority, Medium Urgency
Essential
Series A Fundraising Support
Investor Relations Strategy
Custom Financial Models
Capital Raising Support
Highest Priority, High Urgency
custom
Series A+ Fundraising Support
Investor Relations Strategy
M&A Advisory
Custom Financial Models
Capital Raising Support
Highest Priority, Highest Urgency
budgeting & STRATEGIC planning
Basic
Intake form to gather basic company information
Custom revenue drivers and revenue plan
Simple SG&A, R&D, S&M based fixed-cost forecast
1-year outlook
Limited adjustments based on your feedback
essential
Everything from Basic
Custom drivers for margins and segment expenses
3-year outlook
Lengthy review and comment process to incorporate your feedback
Necessary for monthly engagement
custom
Everything from Essential
In-depth strategy & operations analysis and support
In-depth investor & board reporting support
In-depth fundraising & M&A support
Monthly Engagement
Basic
Monthly meeting to review the company’s financial health & strategic insights
Monthly update of the financial model with actuals
Monthly Budget vs Actuals Analysis
Ad-hoc scenario planning to understand the impact of business decisions
~72 hour SLA
essential
Bi-weekly meeting to review the company’s financial operations, health & strategic insights
Everything from Basic
Customized strategy & operations projects specific to your company’s needs
Example Projects: Cash management & runway optimization, investor & board reporting, headcount & compensation planning, in-depth scenario planning, strategic planning, product planning, monetization & pricing strategies, fundraising insights & equity story
<48 hour SLA Guaranteed
custom
Weekly meeting to review the company’s financial operations, health & strategic insights
Everything from Essential
In-depth strategy & operations analysis
In-depth investor & board reporting support
In-depth fundraising & M&A support
<24 hour SLA Guaranteed. Available weekends and holidays for critical priority items.
SAP IMPLEMENTATIONS & FINANCIAL OPERATIONS AUTOMATION
profitability analysis
Gain deep insights into your profitability with our SAP Profitability Analysis services. We provide detailed profitability reports, cost allocations, and margin analysis to support informed strategic decisions.
treasury
Manage cash flow, liquidity, and financial risks effectively through solutions for cash management, liquidity forecasting, and financial risk mitigation, ensuring robust treasury operations.
Assets management
Maximize the value of your assets with solutions for asset tracking, depreciation management, and lifecycle management to ensure optimal asset utilization and reporting.
lockbox
Streamline and automate your payment processing, ensuring efficient and accurate handling of customer payments, reducing manual effort, and improving cash flow management.
management reporting and dashboard automation
Enhance decision-making with customized dashboards that provide real-time insights and comprehensive reports for strategic business analysis.
general ledger
Maintain financial integrity and compliance with comprehensive solutions that streamline financial processes, ensure accurate reporting, and support fiscal management.
product costing
Optimize product cost management with detailed cost analysis, variance tracking, and cost optimization strategies to improve profitability and operational efficiency.
accounts payable and receivable
Automate invoice processing, payment management, and receivables tracking to enhance efficiency and cash flow in your financial operations.
fiscal year transitions
Ensure a smooth fiscal year transition with assistance in year-end closing, data migration, and financial reporting, ensuring compliance and accuracy.