Services
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PHASE I (START HERE)
FINANCIAL DEEP DIVE / AUDIT
Evaluation and analysis of current financials
Business and strategic plan review
Summary assessment and strategic goals based go-forward plan
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Phase II
OUTSOURCED
COO & CFO SERVICES / STRATEGIC PLAN CREATION & IMPLEMENTATION
Outsourced CFO & COO services
Financial statement & operational strategy analysis
Creation of a detailed action plan to help achieve KPIs and milestone metrics
Financial preparation for external investor due diligence
Phase III
INVESTOR CAPITAL PREPARATION
Cap table creation and analysis
Deep dive functional and financial assessment to prepare for investor conversations
Investor meeting & presentation prep