A. Investment Management.

A1. Financial Forecasting/Modeling.

Build complete financial forecast and modeling based on business and revenue model to achieve justifiable numbers, generate projection summaries such as forecasted PnL statements and more.

A2. Valuation Model and Report.

Based on financial forecast, construct fair valuation model to price company at justifiable price per share, generate valuation report for the company.

A3. Cap Table Management .

Build a comprehensive cap table to understand and pre-plan fundraising round, number of shares, dilution, price per share, amount raised etc.

C. Internal Finance Management.

C1. Finance Reporting Dashboard.

Create comprehensive financial dashboard to fully understand company finance, business performance (such as sales, operation, product development etc.) and more. A comprehensive dashboard to view company finance information at once with decision making metrics.

C2. Weekly Meeting Reporting and Tasks Tracking.

Facilitate the hosting of weekly meetings to report progress and track tasks. This ensures effective team collaboration and enhanced efficiency.

C3. Business Strategic Planning.

Work closely with the team to analyze market trends, develop and design actionable strategies, and tracking implementation progress of growth strategies that drive sustainable growth for the company.

C4. Product Design and Workflow.

From initial concept to final delivery, analyzing current workflows, user journey, identifying bottlenecks, and implementing best practices to enhance product quality, reduce time-to-market, and improve overall customer satisfaction.

C5. Performance Reporting (if only A1 and C1 is subscribed).

Provide a comprehensive analysis comparing forecasted outcomes to actual results. This service helps you understand the discrepancies between projected and real performance, enabling you to make informed decisions.