I help tech/SaaS founders prepare for a successful exit by focusing on strategic financial planning to enhance key metrics that boost your company's valuation.
I provide clear, strategic advice on how much to raise, helping you secure the necessary funds without giving up too much equity.
Receive detailed monthly reports that include financial forecasts, budget analyses, KPI tracking, and management commentary.
I help you understand and leverage your financial data and proactively address key financial questions before stakeholder meetings.
😞 Feeling overwhelmed by time spent on board packs instead of growing your company?
With my board experience and data expertise, I'll handle the board pack creation, streamline your board meetings, and keep you focused.
💪 We'll thoroughly review the board pack together, ensuring you're ready to present confidently to investors.
If needed, I can also present the pack to the board for you.
We will start with a personal 30-minute Zoom meeting to explore your financial goals and challenges, and how I can address them. The call will include an introduction to my expertise, a discussion tailored to your needs, and a roadmap for the next steps.
I will analyse your financial data, focusing on business metrics, margins, and cost allocation. I'll review your financial statements and provide actionable insights to optimise your business health. We'll sign a non-disclosure agreement to ensure your data remains confidential.
After signing the engagement letter and completing AML checks, I spend 30 days optimising your finances to SaaS standards, focusing on cost optimisation and KPI setup. The next 60 days are for strategic planning and forecasting. Finally, I enhance investor appeal and develop profitability strategies, monitored through monthly progress reports.
