YOUR ON-DEMAND CFO.

Whether you are reviewing term sheets, budgeting & forecasting for the next year, or negotiating a line of credit, bring in the experts who have done this before. Finvisor’s CFO & Advisory Team offers flexible and personalized support, from inception to exit.

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Strategic Expertise & Leadership

We help optimize your financial strategy, advise on  pricing and investment decisions, operationalize  go-to-market planning, and contribute guidance  on systems and hiring to support your company’s sustainable growth.

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Sales Efficiency, Pricing & Key KPIs

We dive deep into your customer and sales data  to identify trends, blind spots and areas for  improvement in LTV, CAC and profitability.

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Forecasts, Budgeting & Cashflow

We work with C-suite and department heads  to create forecasts and build scalable budgets,  improving financial discipline and visibility.

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Special Projects

We have experience with negotiating debt  arrangements and other key relationships, audits,  restructuring, SPAC and acquisition readiness, and  we can assist you in preparing for capital raises.

Valuation & Investment

You know your company is valuable. Let us help you reflect that to your investors and buyers.

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Whether you are trying to negotiate the best purchase price for your company or need help determining the value of your assets and liabilities for financial reporting, Finvisor’s CFO & Advisory Team can assist. We leverage our extensive knowledge and experience to make the valuation process less daunting and stressful for your start-up or small business.

  • Trusted Advisor

    Our team puts together robust financial statements and slides highlighting your business success and potential. We walk with you throughout the process, as needed, standing alongside you to help review term sheets in a room of outside investors.

  • Data & Insights

    We evaluate your customer data and pipeline, historical financials, and product analytics to identify metrics supporting your company’s strengths, condensing key takeaways for outside buyers.

  • Due Diligence & Negotiation Support

    We conduct financial analysis, compliance and operational reviews to recognize and address issues ahead of launching a sale, minimizing surprises and diminishing the risk of the deal falling through. During the negotiation process, we can advise you on terms and risks to ensure you achieve the best possible outcome for your company.

500+ startups helped through fundraise

$3B+ raised in debt, equity & SAFEs

Finvisor referenced
in public filings

Get in touch today

Mergers & Acquisitions

Ready to grow your company through the M&A process, but need help with strategy or execution?

Finvisor’s Mergers & Acquisitions
Team can guide you.

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Pairing expertise with a focus on relationship-based service, Finvisor’s Mergers & Acquisitions Team can support you through the complexities of M&A deals, ensuring the best outcome for your company. We help minimize disruption and maximize results through each stage of the transaction:

  • Valuation

    Our team is fluent with valuation methodologies: we provide researched analysis that accurately estimates the market value of the target company, allowing you to feel confident about your decision.

  • Due Diligence

    We review critical information about the financial and operational health of a potential acquisition’s business, uncovering possible risks and opportunities

  • Integration

    Successfully bringing together two organizations with different systems and process requires foresight and careful planing. We work with you to create and implement a strategy that takes your company’s specific culture and desired outcomes into account.

  • Compliance

    You can rely on us to help you navigate the regulatory requirements and tax implications associated with M&A.

De-SPAC prep

Buy-side negotiation & due diligence

Sell-side valuation support & data presentation

Systems- & tech-driven integration

Get in touch today

FOR ANY QUESTIONS

CONTACT US

  • PHYSICAL ADDRESS

Finvisor HQ
48 2nd St, 4th Floor
San Francisco, CA 94105

  • MAILING ADDRESS

440 N Barranca Ave
#3123
Covina, CA 91723

  • PHONE NUMBER

(415) 416-6682

  • EMAIL ADDRESS
hello@finvisor.com

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