Outsourced CFO - Chief Financial Officer.
Outsourced CFO 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).
Outsourced CFOs, initially assume the role of Interim CFOs until a permanent executive is found. Alternatively, the Outsourced CFO may transition to a permanent position. The value proposition of Outsource CFOs is compelling. Their flexible time commitment (Fractional CFO) provides only the level of support needed by the startup, for as long as needed. This ensures the most cost effective support for startups.
- 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.
CRYPTOCURRENCY HEDGE FUND.
Company targets accredited investors for investment in a basket of cryptocurrencies and cryptocurrency mining contracts. Company will leverage the Blockchain to optimize investor trust, privacy and fund operational costs.
In-depth financial analysis of fund performance since inception. Definition of metrics to measure performance across cryptocurrencies and mining contracts. Fund Product-Market fit. Development of Fund Tear Sheet to communicate performance to investors. Development of Fund Financial Plan and Financial Statements for reporting.
LOTTERY ON THE BLOCKCHAIN.
Company is a marketplace that brings together sellers (e.g., luxury items) and buyers. However, luxury products are acquired through a lottery process (i.e., buyer acquires an inexpensive lottery ticket with tokens with the hope of winning a desired luxury item). The Blockchain ensures trust in the process, end-to-end.
Revenue model development. Token sale structuring: company valuation, token quantity/price setting, token allocation, use of funds definition. Review of Whitepaper.
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.
ONLINE SERVICES MARKETPLACE FOR COUPLES - FINANCIAL PLANNING.
Company provides an online market place dedicated to offering to couples most relevant services - couples therapy, legal support, financial management, etc.
MVP Strategy, Planning, Managing Roll-out and Monitoring. Investor Pitch Development and Preparation for Fund Raising.
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.
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.