Blog

Due Diligence Process Simplified

Due diligence is detailed and invasive but doesn’t need to be scary. Think of due diligence as a chance to show off all the hard work you’ve done and put into your startup rather than an inquisition. To best protect yourself, ensure you’re auditing your value chain independent of due diligence teams regularly, and even if you’re comfortable with the status of your startup, consider hiring help – you never know what you may be missing.

Investment Analysis

Mergers and Acquisitions

M&A isn’t the shortcut to payout that some think it is and involves arduous work over time, even if the founders intend to leave after the deal closes. Many stumbling blocks, from due diligence to valuation and beyond, can halt the progress of M&A even months into the process. It’s critical to success that you ensure systems and assessments are straightforward and reliable before considering an M&A, and if the prospect arises, you may want to hire help before embarking on the journey alone.

Fundraising

The Process of Raising Venture Capital

Raising venture capital isn’t as simple as showing prospective investors a flashy pitch deck and getting a check. Luckily for inexperienced founders, raising venture capital is well-trodden, with plenty of experienced help available to guide you.

Fundraising

Why You Need to Invest in Virtual Data Room

Startup founders and employees often get starry-eyed at the prospect of investor funding, and there’s little wonder why. Venture capital means you’re getting a product or service you and your team worked hard on and are passionate about to the market; you can expand marketing and R&D and get an oft-needed influx of cash. These are all welcome additions from investors.

Fractional CFO

Does Your Startup Need a Fractional CFO?

Often, big-picture and strategic financial concerns are left aside as startups begin and develop into pre-seed companies. Beyond the basics of P&L, balance sheets, and similar, most founders forget that a complex web of financial instrumentation and infrastructure is needed to take a company into the deal flow process. This applies especially to the startup looking for a liquidity event like IPO or M&A.

Fractional CFO