YOUR ON-DEMANDÂ 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.
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.
Sales Efficiency, Pricing & Key KPIs
We extensively analyze your customer and sales data to pinpoint trends, identify blind spots, and highlight areas for improvement in metrics such as LTV, CAC, and profitability.
Forecasts, Budgeting & Cashflow
We collaborate with executives and department heads to develop forecasts and establish scalable budgets, enhancing financial discipline and visibility in the process.
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.
Role of Your CFO
A CFO can play a crucial role in the financial management of your company. Think of them as the financial guru behind the scenes, helping the company make informed decisions and navigate the complex world of finance. Their primary responsibility is to oversee the company’s financial strategy, which includes budgeting, forecasting, and financial planning. They analyze financial data to provide valuable insights, helping you allocate resources effectively and identify areas for cost-saving and revenue generation. This strategic approach ensures that the company remains financially stable and can continue to grow and thrive.
One of the key benefits of outsourcing the role of a CFO for your company is the cost-effectiveness. Hiring a full-time, in-house CFO can be expensive, especially for startups with limited resources. Outsourcing this job offers you the expertise on a part-time or contract basis, reducing the financial burden on the company. Additionally, it can bring a wealth of experience from various industries and startups, offering fresh perspectives and innovative financial strategies. The guidance you gain can help the company not only manage its finances efficiently but also attract investors and secure funding, ultimately propelling it towards long-term success in a competitive market. In essence, filling the role of the CFO is a valuable asset for any large revenue company, providing financial expertise and strategic direction without the hefty price tag of a full-time executive.
Valuation & Investment
You know your company is valuable. Let us help you reflect that to your investors and buyers.
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.
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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.
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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.
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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
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.
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:
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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.
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Due Diligence
We review critical information about the financial and operational health of a potential acquisition’s business, uncovering possible risks and opportunities
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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.
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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
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
- EMAIL ADDRESS
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