Monthly Reporting

  • Review monthly bookkeeping
  • Monthly reporting to management & Board of Directors
  • Variance analysis
  • Quarterly budget
  • Quarterly reforecast
  • Annual budget review

Tailored Managerial Services

  • Financial model
  • Cap table 
  • Data room 
  • Board meeting organization, preparation & attendance
  • Legal support 
  • Financial tool implementation & finance team training

Equity Fundraising Support

  • Deck preparation & review
  • Support team in relevant due diligence documentation preparation
  • Attend investor meetings
  • Milestones & timeline tracking

Debt Fundraising Support

  • Support team in relevant due diligence documentation preparation
  • Attend debt meetings
    • Venture debt
    • Government debt
    • Traditional bank debt
  • Milestones & timeline tracking

Grant Fundraising Support

  • Strategic session about the different relevant programs for the company
  • Support team in relevant due diligence documentation preparation
  • Attend grant meetings
  • Milestones & timeline tracking