A new or rapidly growing business has specific challenges in ensuring liquidity, financial feasibility and sturdiness, as well as in meeting the financial requirements that management and investors are looking for in a profitable business. As most new businesses focus on setting up effective workflows and processes to generate revenue, it often takes the focus off critical financial processes that are required when operations scale up. Consequently, various financial risks like lack of funding, increasingly burn rates, lack of predictability, unoptimized financial organization and processes c

an materialize and threaten the healthy growth of the company.

Our purpose is to provide advice for your business to cement investor trust in the business’ financial data, to enhance the predictability of your financial performance and liquidity and to prepare your financial organization for scalable, more complex operations. We can improve your financial reporting, whether it’s for regulatory, investor or management purposes. We can set up your financial planning framework, support or set up tailored business modelling that improves the quality of decision making in order to reach the objectives of the company, including short and long term business plans for the purpose of internal financial performance management or for investor re

lations.

Our management consulting expertise allows us to effectively work with your teams in a structured and organized manner, as well as ensure a clear and concise presentation of financial information to management and/or investors.

Our experience ranges from setting up reporting and controlling frameworks, reviewing financial processes to identify risks that impact your financial data from its source and up to the end report, as well as weaknesses that create drag, clutter, insecurity or lack of timeliness, and recommend quick wins and applicable process changes that improve effectiveness and control over the company’s financial framework.

There is no one financial reporting package to fit all companies. That is why we work with your business team to understand your specific organizational objectives, business drivers and KPI, as well as your revenue drivers and cost structure, and after aligning all this information to your industry standards and requirements, we design the process for the preparation and update of a tailored financial reporting package which is consistent in all its dimensions and supports management in making confident, well-informed decisions.

Whether it’s financial reporting packs, performance management reports, management dashboards or even regulatory reporting, we design your reporting process from data to presentation. We also train your financial team to use, update and further develop on the tailored tools that we built. Most important for us is that the deliverables that we provide are exactly what you need, even if you don’t know it yet.

You are at that point in your start-up’s life when you finally can showcase your business to investors and are ready to go big! Whether it’s pre-seed, seed or series A, there are some key issues that you need to solve before any financial due diligence team comes over, so that your chances for a successful transaction at the optimal valuation takes place. And these are about your financial past, present and future. Investors firstly want to see that you are financially responsible. This means that you keep a fair record of all your accounting, you are closely monitoring your burn rate and are able to make decisions to correct deviations, you make sound financial decisions when selling your products/services and have a consistent and economically driven pricing strategy. Forward looking, you need to have a business plan grounded in reality with clear, documented assumptions that you can adjust in line with actual data in order to assess the impact of changing conditions in your business. Simply put, if your product and business model are attractive, then the less surprises you have, the happier the investor will be.

Funding always comes with objectives, expectations, covenants and other compliance requirements. These need to be included into the reporting framework, monitored by management and reported to the investors on a timely basis.  Whether it’s about increasing your production capabilities, upgrading your product, diversifying your acquisition channels or entering new markets, a series of KPI will have to be defined in order to ensure investors that they get their money’s worth. By reviewing your commitments and understanding your objectives, we can create the framework that will provide transparency and strengthen a trusting relationship with your investors.