Raise Capital

• Need to secure outside capital to grow the business?

• Can the business raise debt? At what terms and cost?

• Or, is equity the only alternative? Who are the right targets - angels or venture capital?

• Create the materials and follow a process to enable success in fundraising.

Build a Financial Model

• Forecasting does not have to be stressful.

• Identify the key drivers of the business.

• Build a versatile, interactive financial model with clear assumptions.

• Run different scenarios and understand capital needs.

Prepare for a Transaction

• Are you ready to sell the business?

• Is there an opportunity to grow through buying a competitor?

• Prepare for the M&A process: (i) Craft and articulate your vision for the future; (ii) Build a financial model; (iii) Populate a data room; (iv) Prepare for due diligence.

Upgrade Financial Processes

• Gain insights on business performance and benchmark performance against peers.

• Upgrade your chart of account to confirm with industry standards.

• Create the appropriate weekly and monthly reports.

• Track and measure your go-to-market metrics.

Create an Annual Plan

• Align the entire team (employees and investors) behind your vision.

• Set financials goals for the organization and each functional group.

• Ensure that the targets are ambitious enough to motivate people and realistic enough to be achievable, albeit challenging.

• Create operating metrics to measure progress.

Work with a Business Coach

• Access a strategic business partner to bounce ideas off.

• Bring in an experienced executive to mentor and up-level for finance and people operations functions.

• Help with communicating effectively with employees and investors.

• Figure out how best to prioritize initiatives.