Startup CFO Solutions

EXPERIENCED STARTUP & EARLY STAGE CFOS

The Healthcare CFO provides customized financial leadership to startups through our Fractional CFO Service offering.  Our arrangements can be temporary or permanent (via annual contracts), depending on your needs.  We encourage startups to utilize our flexible Virtual CFO option, to control costs and slow early-stage cash burn.  

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We primarily work for founders, entrepreneurs, business owners, executives, investors (Individuals, Angels, VCs, PE, Corporate VCs), and family offices (sometimes groups of families) that make direct investments in companies.  We have also worked for select non-profits over the years, including human cell and tissue procurement and even clean energy incubators. 

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Our clients hire us because they want an EXPERIENCED STARTUP, PRE-REVENUE, & EARLY STAGE CFOS helping run these companies.  It is not just about having startup company experience and financial/operational chops per se but also having the high energy, agility, and strategic risk-taking mindset that is needed to overcome the odds of business failure.  Likewise, being able to relate to both owners and investors - having stood in their shoes and taking the time to listen and understand what their objectives are.   

HOW WE HELP OUR STARTUP CLIENTS 

We offer a monthly retainer service to our Startup Clients.  As our solutions are customized to our clients.  While there is a lot of variation across our clients in terms of deliverables (different stages of maturity, sources of funding, industry sectors, types of ownership), some of the more general ways we help them grow and move them to the next level include:

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• Serve as their CFO Advisor

• Review and/or Assist with Vetting Your Business Strategy 

• Document Business Plans

• Assist in Drafting Business and Executive Summaries

• Provide Support in Developing Investor Presentation Decks

• Provide Support in Developing Buyer or Customer Marketing Material

• Make Introductions to Our SMEs Networks

• Help You Select An Accounting Provider

• Recommend Smart Scalable Cloud Technology and Apps

• Set Up Technology and Apps for You

• Create Budgets/Dynamic Forecasts

• Develop Tools to Manage Cash Flow & Working Capital

• Build Financial Models and Pro-Forma Financials

• Build Complex Business Models for new and/or existing businesses/technology

• Summarize Financial Information for you to present to Bankers/Investors/Buyers/Customers

• Planning for Transactions (Deal Structuring, Tax Issues, Ownership, etc)

• Prepare Un-audited Pro-Forma Financials

• Review Commercial Contracts from Financial, Risk Management, and Commercial Perspective

• Provide JV Negotiation Support and Review Joint Operating Agreements 

• Plan for Operations - Sales, Procurement, Inventory, Manufacturing/Production/etc, Invoicing

• Prepare Client for Transactions, including IPO

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