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

KPIs & Unit Economics

  • Define useful KPIs to track and why
  • Support team in KPI preparation
  • Analyze each month’s KPIs
  • Present monthly KPIs to management & Board of Directors
  • Suggest solutions to the management team based on KPIs
  • KPI tool implementation & management team training