On-demand CFO

Startups and Early-Stage Companies

Use Case: A startup needs to create financial projections, manage cash flow, and prepare for fundraising but cannot afford a full-time CFO.

How our On-Demand CFO Helps:

Develops financial models and investor-ready pitch decks.
Provides strategic advice on scaling and profitability.
Analyzes expenses and identifies areas to reduce burn rate.
Creates a detailed cash flow forecast to extend runway.
Advises on prioritizing spending to focus on high-impact activities

Fundraising and Investor Relations

Use Case: A company is seeking funding (e.g., venture capital, angel investment, or loans) but lacks the financial expertise to present a compelling case to investors.

How our On-Demand CFO Helps:

Prepares detailed financial projections and valuation models.
Creates investor presentations and answers financial due diligence questions.
Negotiates terms with investors or lenders.

Cash Flow Management

Use Case: A business is struggling with cash flow shortages, leading to delayed payments or difficulty meeting payroll.

How our On-Demand CFO Helps:

Analyzes cash flow patterns and identifies bottlenecks.
Implements strategies to improve receivables and manage payables.
Secures short-term financing or negotiates better terms with suppliers.

Financial Crisis or Turnaround

Use Case: A company is facing financial distress, such as declining revenue, mounting debt, or operational inefficiencies.

How our On-Demand CFO Helps:

Assesses the financial situation and develops a turnaround plan.
Implements cost-cutting measures and improves profitability.
Negotiates with creditors to restructure debt

Mergers and Acquisitions (M&A)

Use Case: A business is considering an acquisition or merger but lacks the expertise to evaluate the deal or manage the financial integration.

How our On-Demand CFO Helps:

Conducts financial due diligence and evaluates the target company.
Advises on deal structure and negotiation.
Manages post-merger integration of financial systems and processes.

Exit Planning and Business Sale

Use Case: A business owner is planning to sell the company but needs help maximizing its value and preparing for the sale.

How our On-Demand CFO Helps:

Conducts a business valuation and identifies areas to improve profitability.
Prepares financial records for due diligence.
Advises on negotiation strategies and deal structuring.

Financial Reporting and Compliance

Use Case: A company lacks accurate financial reporting or is struggling to meet regulatory compliance requirements.

How our On-Demand CFO Helps:

Sets up robust financial reporting systems (e.g., P&L, balance sheet, cash flow statements).
Ensures compliance with accounting standards and tax regulations.
Prepares for audits and represents the company during regulatory reviews.
Identifies tax-saving opportunities and optimizes tax strategies.
Represents the company during audits or disputes with tax authorities

International Expansion

Use Case: A company is expanding into new markets but lacks expertise in managing cross-border finances, taxes, and compliance.

How our On-Demand CFO Helps:

Evaluates the financial implications of international expansion.
Sets up foreign currency management and hedging strategies.
Ensures compliance with local tax and regulatory requirements.

Special Projects

Use Case: A company is undertaking a specific project (e.g., launching a new product, entering a new market, or implementing a new financial system).

How our On-Demand CFO Helps:

Provides financial expertise and oversight for the project.
Develops budgets and forecasts to support the initiative.
Ensures the project aligns with the company’s financial goals.