Fundraising 2019-02-04T21:07:10+00:00

Fundraising With ExclusiveCFO

ExclusiveCFO can work with you to determine the right funding vehicles for your business industry and stage.  Here you’ll find someone to talk to who has been through the process a number of times already. From Seed to Round X, Debt, Traditional, ICO.

Equity, Term Debt, Convertible Debt, Line of Credit, ICO, Bank or Venture – So many choices and combinations!

  • Equity raise from Venture Capitalists, Private Equity, Angels; Traditional or use a Coin Offering (ICO)
  • Debt? So many choices from Venture, various Bank options, Small Business Loans
  • Strategic Partner arrangements
  • Grants available?

Ways we can help

Raising money for your business can be a long and difficult activity that takes you away from growing your business.  Here are some examples of tasks we can take off your plate:

  • Prepare a Strategic Plan with Company Management or Founder, translating your vision into numbers.
  • Calculate the amount of cash to raise and quantify desired Use of Funds
  • Facilitate the Pitch Deck preparation, ensuring one voice, and all the elements included from an Investors perspective
  • Drive the Timeline
  • Organize meetings, make presentations, follow up actions
  • Prepare & coordinate the various Due Diligence materials
  • Set up the Data Room and manage access, version control
  • Review LOIs, Purchase Agreements, Loan Documents, from a Finance perspective and coordinate with Attornies, Bankers, others
  • Prepare Cap Table, calculate any dilution, effect of Preferences and other Terms
  • Translate ibanker terminology
  • Success! you’ve raised money, now what…