Chief Financial Officer.
Supports Founders/CEO/Board with Financial Analysis to enable key strategic and operational decisions. Financial Management to ensure efficient "use of cash" through in-depth knowledge of technology and company operations. Identification and Tracking of Key Performance Metrics. Fund Raising strategy (e.g., target investors) and associated investor documentation development (e.g., pitch deck, term sheets).
- Oversight of all company Financials.
- Financial Modeling.
- Financial Plan development.
- Key Performance Indicators definiton and tracking.
- Cash Management.
- Funding Strategy.
- Fund Raising support.
- Investor Pitch development.
- Company Valuation.
- Investor ROI modeling.
- Term Sheet development/review.
- On demand.
- Fixed number of hours/month.
LED LIGHTING SUPPLIER - SUPPLY CHAIN OPTIMIZATION.
Company imports key LED components from China for final assembly and distribution in the US.
Supply Chain Financial modeling. Supply Chain optimization. Logistics optimization. Product Profitability analysis. Identification and tracking of Key Performance Indicators.
HEALTH CARE MARKETPLACE - FUND RAISING.
Company provides a mobile app marketplace to bring together pregnant moms and Health Care Providers, while facilitating sharing of medical history.
Revenue model development. Investor Pitch Development. Fund Raising Strategy. Investor Pitching.
DECENTRALIZED SEARCH ENGINE ON BLOCK-CHAIN - FUND RAISING DOCUMENTS.
Company aims to disrupt online adverting by providing a decentralized search engine where users get "compensated" by merchants for engaging with their ads. At the same time, merchants only advertise to users already looking for their products, optimizing their ad spend. Search engine uses Block-chain technology ensuring customer data privacy and security.
Following a successful $25 Million ICO (Initial Coin Offering), company was looking to do do a "traditional" Series B/C fund raise with professional investors. Developed Investor Pitch, 5-year Financial Plan, Investor Offer, Company Valuation.