Our Financial Services

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We design and manage scalable environments with world -class processes and systems from the ground up, in dynamic environments to support your strategic objectives.

CFO Services:

• Treasury management​

• Regulatory reporting​

• Dynamic planning, analysis, and forecasting

• Margin management & reporting

• Board/exec presentations

• Finance and admin policies, controls

• Fundraising/crowd-funding/financing/ investor relations/road shows​

• Stock option plan, cap table management​

• Board resolutions

• Preparation of initial issuance of stock and founder’s agreement

• Selection of KPI’s for management and investors

• Issuance of convertible notes /SAFE/CAFE/KISS

• Investors management

• Budgeting process and model/template design

• Yearly budgeting

• On-going financing, audit & major RFPs here