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