Fractional CFO Services
A virtual chief financial officer, or CFO, helps a business owner make sound business decisions based on their expertise in financial planning, analysing financial reports, and formulating financial strategy.
We can be a virtual CFO to your business and can help with a mixture of the following while you focus on the core operations of the business:
Finance
- Budgeting and forecasting
- Analysing large amounts of financial and operational data for trends
- Analyse financial trends and budgets to identify issues and opportunities for the business
- Cash flow management
- Identify opportunities for a business to expand and grow
- Developing reliable cash flow projection processes and forecasting models.
Accounting
- Comprehensive and detailed financial reporting and analysis
- Deep insights on business finances
- Review financials, develop insights, make recommendations, and formulate strategies to support business growth and make business processes more efficient
- Preparation and presentation of monthly and quarterly financial reports as well as review end-of-year financials
Budgeting
- Monthly/Quarterly MIS report
- Detailed operating metrics analysis
- Maintain annual budgets and forecasts
- Working capital management
- Support on strategic decision making
- Development of financial plans
- Quarterly review of financial health
- Analysis of variations and efficiency analysis
Strategic
- Strategic planning and execution
- Advice on the latest software and tools
- Identify and evaluate the possible impact of new products, new service offerings, or new business initiatives
- Review debt-reduction strategies
Fund Raising Support
We can assist you with Fund raising of all types of instruments – Equity / convertible / debt instruments across all the sectors and different geographies. Below are the broad services provided –
- Making firm fund raising ready
- Marketing and on boarding prospective investors
- Structure fund raising strategy and ideation
- Preparation of investment decks
- Develop pitch ideas and mock pitch sessions
- Deliver Valuation and financial model
- Perform due diligence
- Financial and market analyses