Fundraising Services
Accelerate your fundraise with expert guidance
Focus on growing your business and let us handle your tax obligations
OVERVIEW
Fundraising is complex
Raising capital, whether through debt or equity, is often complex and time-consuming for growing businesses. Most management teams aren’t corporate finance experts, especially when navigating seed rounds, Series A, Series B, or later-stage funding.
With over $100m raised for entrepreneurial companies, our fundraising team brings the expertise you need to secure funding from the right partners who align with your vision and recognize your business’s potential.
WHAT’S INCLUDED
Get access to the right financial direction for your growing business
All the power of having a CFO on board, backed by a large team of professionals. We support you from start to finish with our Funding Readiness Journey which includes:
Funding gap analysis
Identify roadblocks and opportunities.
Fundraising strategy
Define your growth roadmap and deal terms
Financial modelling & valuation
Build investor-ready financial models.
Due diligence
Prepare for seamless investor reviews.
Investor access
Gain access to the right investors with a crafted pitch.
FUNDRAISING SERVICES
Client investment snapshot
Our fundraising process
Over the last decade, we have crafted the ideal fundraising process for scaling companies around the world. We call this the Funding Readiness Journey. The purpose of the funding readiness journey is to equip entrepreneurs, with the necessary skills and fundraising collateral to confidently pitch to our funder network.Get the strategy right, identify the right deal and the right type of investors, build your fundraising assets, and get the deal done! Getting the process right the first time can save you valuable resources and countless executive hours. The Funding Readiness Journey is an adaptable tool powered by our experienced fundraising team who have supported a wide variety of businesses throughout this process.
Funding gap analysis
The first step in the journey to raising capital is our proprietary Fundraising Gap Analysis which dives into the details of the business and is designed to highlight any red flags that may prevent a business from successfully raising funding. This provides you with the opportunity to address these risk areas before they become a problem for an investor. From the Gap Analysis flows the fundraising strategy, financial modelling, valuations, due diligence, investor collateral, and investor linkages. This process taps into the knowledge of our chartered accountant level corporate finance experts. Imagine having access to a team who have navigated the complexities of the fundraising journey dozens of times over to serve as your funding round’s deal crafters!Fundraising strategy
The right strategic direction early on can make all the difference in a fundraising drive. As part of the fundraising strategy, we help founders and management teams build out or refine the growth roadmap of the company, as well as define how much capital needs to be raised for specific purposes on this growth journey. It’s also critically important to start narrowing down whether you are raising equity or debt – or a combination of these – and under which terms would you accept this kind of funding. Starting out with the right deal in hand helps you also drastically concentrate the type and stage of investors and financiers to consider pitching to. Having a distinct picture of the raise helps your team get the right result.Financial modelling & valuation
A solid financial model, grounded in facts and clear assumptions, drives your business’s growth potential and aligns future numbers with strategy. Building investor-ready financial models requires expertise—our fundraising team brings extensive experience to help you create or refine reliable forecasts.Heading into a funding round, understanding your organization’s value is critical. We balance valuation to avoid asks that are too low, which impact shareholders, or too high, which deter investors. Using best-practice valuation methods, we help you determine your worth, empowering you to negotiate with confidence.
Due diligence
It’s a well-known fact that the due diligence process can add or subtract material amounts from a company’s valuation during a fundraising deal. It can also cause the deal to “drag”, or at worst, even sink the deal if the company’s affairs are not in order. Getting your ducks in a row prior to speaking to investors goes a long way toward making a strong investment case. We’ve helped countless founders and management teams prepare for and navigate the due diligence process. Having a CFO on board who understands investor questions and how to position their answers can make all the difference at the negotiation table.Investor access
There is so much capital out there, yet it is so hard to close a deal. How do you know if the terms an investor provides are competitive? How can you speak an investor’s language to negotiate a deal that all parties are comfortable with? Where do you find investors that are a good fit for your company? These are all burning questions which every business that is looking to raise has to contend with. Imagine having the support of a seasoned Fundraising professional with established relationships to help you put your transaction together. Now picture them identifying the right investors that are a strong mandate for this deal. Finally, envision if they could get you an intro to start the conversation towards closing your next fundraising round!We guide founders through every step of the investment readiness and deal-closing journey to help them make informed decisions. Let’s make some headlines together.
OUTSOURCED CFO
Why choose us?
Industry expertise
Expertise in raising hundreds of millions in capital.
Tailored solutions
Tailored fundraising solutions for your business stage.
TESTIMONIALS
What our clients say
Entrepreneurs change the world. They create growth, job opportunities and social impact. We serve entrepreneurs! Hundreds of founders and management teams tap into the expertise of their trusted finance and accounting partner to help scale their companies.
Business is about people. When you partner with Outsourced CFO, a finance professional or team with the right mix of knowledge, skills and experience is personally matched with your company – working with you to create a world class finance function for your growing company. Your success story is our success story.
PARTNERS
Our clients
Let’s Get Started
Begin your fundraising journey with confidence! Contact us today for a consultation.
RESOURCES
Read our latest insights
Everything You Need to Know about Business Fundraising Services
In an ideal world, the company that you put so much energy into building would be making enough money through the sales of goods and
Scale-up the OCFO way
We can help your business to Scale-up the OCFO way! The number one question we get asked by founders is: “How do we raise funding or
Funding Your Business
We can help you Funding your Business as it is a difficult process if you don’t have the correct tools and processes in place. Big
FAQ
Frequently asked questions
What types of fundraising do you assist with?
We help businesses with seed, Series A, Series B, and later-stage fundraising working capital, long term debt.
How long does the fundraising process take?
Depending on your needs, the process can take 10 weeks, 4 months, or 6 months.
Do you assist with investor introductions?
Yes, we connect you with investors who align with your goals.
