SERVICES

Venture funded companies focus precious resources on the core business such as product development, product-market fit, and go to market efforts. Bringing on a part time CFO as a business partner and leadership team member provides a valuable perspective on these matters.  In addition, having a part time CFO ensures that financial strategy, business operations and compliance issues will be competently addressed.

BUSINESS OPERATIONS

-Sounding Board for CEO
-Management Reporting
-KPIs
-Business model strategies
-SaaS Metrics

-Investor relations

FINANCIAL PLANNING & REPORTING

-Forecasts and Budgets

-Board Package

-Metrics and KPIs

-Non Financial Metrics

PEOPLE OPERATIONS

-Organizational design

-Performance management
-Sales compensation design
-Incentive plan structures

-Performance feedback systems

-Oversight of benefit programs
-Policies/compliance

FINANCE & TREASURY

-Equity/Debt fundraising
-Investor presentations
-Banking relationships
-Restructuring plans
-M&A due diligence
-Cap Tables
-Cash management

ACCOUNTING & CONTROLS

-Oversee monthly close & reporting
-Accounting systems
-Audit and tax return preparation
-Internal controls
-Technical accounting rules 
-Selection & mgmt of CPA firm

OTHER SERVICES

-Manage admin & finance team
-Real estate leasing negotiation
-Contract coordination and negotiation
-Oversight of legal function

-Insurance and risk management