What Does the Service Look Like
We will provide an experienced Fractional CFO with the practical know-how to prepare companies within your industry sector for investment. Although every business is unique, our CFOs will follow a proven process to guide businesses through every stage of the investment process. Here’s what to expect from our service:
Step 1 – Investment Strategy: We start by assessing your business’s current financial position, defining your business’s funding needs, and identifying the most suitable investment sources, such as grants, private equity, venture capital or business angel.
Step 2 – Business Plan Development: We help you craft a detailed business plan that clearly articulates your goals, mission, and value proposition. It will demonstrate a deep understanding of your market with financial projections to showcase your business’s growth potential.
Step 3 – Accurate Financial Documents: Investors will scrutinise your financials closely, so we ensure you have accurate and transparent financial records, particularly the profit and loss statement, balance sheet, cash flow statement and financial projections.
Step 4 – Investor Targeting: Your CFO will identify potential investors whose goals align with your company’s vision and funding needs and facilitate an introduction.
Step 5 – Pitch Deck Preparation: We will help you secure the crucial follow-up meeting with investors with a well-put-together pitch deck, a brief, visual presentation used to present your business.
Step 6 – Deal Negotiation: Our CFOs guide you through the negotiation process, helping you secure favourable terms and structures that align with your company’s goals.
Step 7 – Post-Investment Monitoring: After securing the investment, we can help you track performance against projected targets to ensure that the funds are being utilised effectively and generating the expected returns for you and your investor.