Fundraising drives can steal valuable exec time from growing the company.
Fundraising is complex.
Get access to the right financial direction for your growing business.
Our Fundraising Process and Packages
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 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 provide clarity and direction when seeking to raise capital. From the Gap Analysis flows the fundraising strategy, financial modelling, valuations, due diligence, investors 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!
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. Are you looking to raise a seed or series A round? Or are you perhaps a more complex, later-stage organization targeting expansion into new markets and territories? Depending on the outcome, we have the skill set to reach your goal.
Select the Journey that is right for your business. Depending on how quickly you are looking to move, your Funding Readiness Journey can take place over a 10-week, 4-month and 6-month period. Whether you select a 10-week or 6-month journey the destination is the same – accelerating your access to capital and unlocking your next phase of growth.
Fundraising Gap Analysis
Start your fundraising journey with an outsourced CFO by your side. Imagine if you could embark on a capital raising campaign with a clearly defined game plan. The Fundraising Gap Analysis, part of our suite of Fundraising Services, is the perfect place to start.
The core focus of this fundraising engagement is to identify the potential roadblocks and opportunities for your company’s raise. It identifies the direction to take with your fundraise, the type of capital you should consider, and the suite of documents and details that you should set out in order to impress even the most particular of investors. Kick off your fundraising drive the right way.
Fundraising strategy and deal crafting
The right strategic direction early on can make all the difference in a fundraising drive. As part of the fundraising strategy, we help founder and management teams build out or refine the growth roadmap of the company, as well as to 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 to get the right result.
Financial modelling and forecasting
A strong financial model can hold the ambitious growth potential of the business, while being grounded in facts and clear assumptions. It maps out the future numbers driven by your business strategy that are both clear and sound.
Building a financial model that an institutional investor can rely on takes practice. Luckily, our fundraising teams have a wealth of experience in building sound models! Tap into our team’s expertise and experience when it comes to building or refining your financial forecasts.
Understanding the value of your organization when you head into a funding round is critical. Knowing the drivers of value that investors will look at along with the valuation metrics they will likely apply will make a huge difference. There is a fine balance between an ask that is too low, which negatively impacts existing shareholders, and an ask that is too high, which could deter great potential investors.
Using the best-practice valuation methods, we help management teams understand their value going into a deal. Knowing what you are worth is an important part of taking a seat with confidence at the negotiation table.
Due diligence pack preparation
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 that understands investor questions and how to position their answers can make all the difference at the negotiation table.
Investors pitch decks and collateral
Investor decks and collateral range far and wide. You can say too much and you can say too little. Knowing what elements of your exciting company to share – and more importantly, which ones not to share – plays a big part in every fundraising drive.
Having a strong command of your numbers, historically and projected, is very important. Even more important is the story that you tell with these numbers. Our CFOs help founders paint beautiful pictures with their numbers that investors can fall in love with.
Following a proven process of highlighting the important information without getting stuck in the detail, our team helps founders prepare the right content for investor conversations. You only get one meeting – so make it count!
Investor access and dealmaking
There is so much capital out there, yet it is so hard to close a deal. And in this deal-making process, your time is a critical, scarce resource. Only spend it on investor outreach where there is a good mandate fit.
Imagine having the help of a seasoned CFO to help you put your transaction together. Then imagine them identifying the right investors that are a strong mandate for this deal. Now imagine if they could get you an intro to start the conversation towards closing your next fundraising round! We help founders through every step of the investment readiness and deal closing journey. Let’s make some headlines together.
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.
Read Our Latest Insights.
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
Frequently Asked Questions
This cost varies depending on the amount and complexity of the work required. Contact us for a quote.
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