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Early Stage Companies, Angel Funding, Series A Round, Interim CFO Services

Early Stage Companies

For Angel and Series A Rounds, CFOexec offers customized services to get your company to the next level:

  • Ability to create three-year projection models to gain support for initial funding
  • Design accounting systems to ensure timely and accurate reporting of key financial and operational data
  • Hire and train accounting talent to ensure stability, organizational effectiveness, and to align with business priorities
  • Select stock option tracking software so that control is maintained over the company’s equity position
  • Represent your company to potential investors and board members to provide them with a CFO’s perspective on the company’s prospects and financial health

Project Highlights

  • E-commerce Launch: In conjunction with the CEO and founder, launched a business from an idea. Created and implemented all accounting and HR policies, administered the employee stock option program, handled negotiations of facilities leases for the office and warehouse, prepared three-year forecasts for potential investors, arranged for financing of private label manufacturing of some inventory items with factories in China and Japan.
  • Social Networking Company: Prepared three-year forecast model that enabled founders to raise $10 million in first round funding. Created initial accounting policies.
  • Consumer Products Company: Assisted founders in raising $5 million in convertible preferred stock in time for their peak selling season.