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Why Hire a CFO
 

The simple reason is that sometimes your business simply grows faster than your expertise. We
help you strategize and keep you informed of potential upcoming pitfalls. That way you are able to avoid costly mistakes during various stages of expansion. Just like a house; a well-built business requires a strong foundation. Fixing cracks later can be exponentially more expensive than a fraction CFO now.

Funding Strategy Support

Funding at the right time and in proper manner can skyrocket your business to new heights. But, as with
everything approaching private and institutional investors is an immense learning curve with regulations
and numerous collateral documentation requirements. We are here to guide you through the process. From
initial information and options; to money in the bank.

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Fundraising

Strategy

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Product
and 
Service

Flexible Pricing

Often time it is prohibitively expensive for new start ups or smaller companies to have all the
professionals they require on full time salaries. Our CFO services are designed to foresee your needs and
bring in industry veterans at the right time for specialized task completion.

Human Resources Department Optimization

You are able to take advantage of our experts and our financial models and data integration expertise. In
turn within your company structure; that avoids extensive interview processes for part time freelancers,
leans out your department and the unpleasant hire/fire routine.

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Sustainable Long-Term Growth

It can be overwhelming managing a business during continuous and rapid growth stage. Financial
modeling, accounting framework and improved profitability opportunities can be overlooked or missed
completely. A good business just like a house starts with a strong foundation. We would like to help you
with that. It’s absurdly more expensive to fix the cracks in foundation later, compared to having it done
right from the start.

Continuous Financial Model Updates and Maintenance

Our services will evolve and scale symbiotically with your business. We strive to continuously make
adjustments where needed for smooth and efficient daily operations. If you want us to help troubleshoot
an unforeseen problem; we are ready to help! If you just want us focused on one area that is fine as well.

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Investor Relations and Board Reporting

Dealing with investors can be nerve wrecking. A certain amount of expertise, decorum and fluency is
expected when presenting information. If you can’t coherently present the numbers or answer a complex
question for some it might be an instant deal breaker. Let us help!

Customized Metric Tracking

We can design a KPI scorecard specifically for your company, based on the economics of your business,
focusing on your short and medium-term goals. We are able to then create a data driven dashboard for you
to follow your performance live.

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Identifying True Experts

You can’t be an expert in everything. If it’s your first time growing a business from scratch getting bad advice from an “expert” can be crushing and extremely costly.

Maintaining Compliance

As your organization grows so do your compliance regulations. We will advise you on any potential issues coming up in the future.

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