Explore Entrepreneur Services

 

Outsourced CFO Services | C-Suite Guidance

A sound financial and operational foundation is critical to establish during a company’s early stages, when resources are limited and deploying cash purposefully is essential to growth.

We offer a full suite of CFO services to the entrepreneur, from strategic planning and raising capital to risk assessment, monitoring and reporting that prepares you to successfully scale your business -- all on a per diem basis so our support matches your unique needs.

 
 
 
 

Business Plan | Strategy Development

Gain clarity on your revenue model or product roadmap by leveraging our advisors experience refining and evaluating business models and strategies. Create new sources of revenue, tailor proven best practices to your business and industry and develop world-class innovation processes. Get advice on prioritizing amongst important initiatives.

 
 
Banner_Test_Sections_Blue.png
 
 

Financial Modeling | Bookkeeping

Stand-out as a CEO in command of her business.

Create intuitive, detailed financial models that guide strategic decision-making and impress potential investors. We insure you collect the right data and use it to inform strategy, marketing, and product development budget and turn your data into strategic insights while instilling a data-driven mindset into your organization. We can help establish your back-office finance functions and oversee outside accounting firms. 

Our financial models include a 5-year monthly financial projection, bottoms-up revenue model, valuation analysis, cash runway, and financial dashboard.

 
 
 
 

Business Intelligence |Data Analytics | AI | Deep Learning

Plan how to manage the avalanche of vast and rapidly growing sprawl of data. Utilize data governance and utilization of information as an asset, via data processing, analysis, data mining, information trading and other means.  

Set a vision to implement AI and deep learning. Ensure you have the right governance structure, capacity plan, and can recruit and retain the right data science talent.  

 
 
Banner_Test_Sections_Blue.png
 
 

Fundraising | Investor Relations

Craft insightful board and persuasive investor presentations with the supporting data that investors need to evaluate your business. We assist in the fundraising process by telling your story through your financial model. Enhance investor communications and reporting and maintain strong support from your investor base.

 
 
 
 

Executive Mentoring | Leadership Training

Improve your leadership skills and operational performance. Evaluate the full potential of your team and craft the best organizational design for your business model. We teach innovative approaches to leadership development, performance management, and other aspects of workforce development.

 
 
Banner_Test_Sections_Blue.png