Explore Investor Services
Financial Modeling For Portfolio Companies & Venture Funds
We create intuitive financial models that guide decision-making for both entrepreneurs and investors -- making the key drivers and assumptions easily accessible. We help validate assumptions and ensure your companies are collecting the right data and keep management focused on the most important levers of the business. And we institute internal controls and processes that insure efficient use of capital. Deliverables include a 5-year financial projection of all three-statements, bottoms-up revenue models, valuation analysis, cash runway, and a KPI dashboard.
We prepare and manage board and investor communications and develop CEO reports to monitor performance and highlight risks and opportunities facing the business.
For venture funds themselves, we create pro-forma financial models that illustrate the fund’s investment strategy and potential performance as well as provide the operating statements and an investor friendly dashboard. Deliverables include portfolio tracking, dashboard, financial statements, and portfolio construction tools.
Deal Due Diligence
We partner with venture firms who need additional due diligence resources or portfolio operational monitoring and risk assessment. We can evaluation a target company’s financial position and prepare a forecast to be used in investment decision-making for both lenders and investors. After the deal is completed, we can oversee the finance function and create a financial infrastructure to aid both management and investor communications. We also provide expert support for all facets of mergers and acquisitions including target identification and screening, due diligence, and post-merger integration strategy.
Product and Technology Strategy
We guide the development of cohesive roadmap for your product concept or redesign, evaluate available technologies that are most suitable for your business and assist in putting together your product development team.
Big Data Strategy and Data Analytics Assessment
As Big Data experts, we help companies plan the avalanche of vast and rapidly growing sprawl of data, to form data governance policies and to utilize their data as an asset, via data processing, analysis, data mining, information trading and other means.
AI and Deep Learnings Strategy
We set the vision for the business to implement AI and deep learning by designing and implement the right governance structure, building a capacity plan, recruiting and retaining the right data science talent.
Management and Leadership Development
We offer deep expertise and experience in organizational design and effectiveness as well as innovative approaches to leadership development, performance management, and other aspects of workforce development.
