We start with a careful understanding of your business and valuation drivers. We help identify and implement ways to increase the value of your business - to your people, your investors, and your founding team.
Get the best out of your board meetings with less time spent on preparation. We prepare comprehensive board packages to your specifications and administer a secure portal for smooth board communication.
Track your most critical metrics so that you can hit your goals and improve your valuation. We help you implement intuitive online business dashboards designed for your needs.
We handle the ongoing management of your cap tables, proceeds models, and other investor documentation. Our best practices save you time and help build promote solid relationships with your investors.
Our team works with you to craft investor and customer pitch decks and supporting information tailored for results. We help you design, prepare, and maintain a stong narrative and striking visual presentation.
You gain seasoned finance, analytical, and strategy expertise on a flexible,
as-needed. We help you with pricing, costing, budgeting, and financial modeling - and any other analytical projects you require.
We are proud to work with fantastic entrepreneurs and management teams. Here's what they say.
For growing companies that want essential top-notch finance and analytical resources on a flexible, as-needed basis.
For growing companies who require more finance and analytical resources - plus all the benefits of the Essential Plan
We know your team is focused on running, growing, and funding your business. We free up your time by managing the mission-critical, but time-consuming, tasks of preparing board and investor presentations, tracking your key metrics, preparing pitch decks, and managing your investor cap table and other documentation.
You gain the benefit of dedicated, seasoned finance resources, but without adding to your payroll or having to hire new positions.
We use best practices to help you prepare high-quality board, investor, and stakeholder packages. We start with understanding your strategic priorities to develop a comprehensive, concise agenda.
Based on your direction and feedback, we prepare and revise the meeting material, leveraging your time. We set your team up on a secure electronic board portal to streamline administrative tasks such as minutes or distributing board packs.
You’ll walk into your board or investor meeting well prepared, with high-quality, comprehensive material at your fingertips. Clients report that, on average, we save their team 20 hours of preparation per board meeting.
Pitch decks are vitally important because they communicate the essence of your business to investors and customers.
As part of the Integrated Growth plan, we review and refine your investor and customer pitch decks, helping you tailor a concise, clear, compelling message.
Our clients are typically entrepreneur-owned businesses or investor-backed growth companies in a variety of sectors. Often founder-run, our clients have small executive or founder teams and do not yet need to invest in a fully-fledged finance function.
We work with clients on a long-term basis to realize results. Usually we commit to provide Integrated Growth for clients on an annual basis.
In a financial sense, valuation is driven by a few key metrics. We work with you to identify those metrics which are really going to "move the needle" and make an impact for your business.
Integrated Growth then ensures that you are measuring and tracking those variables, on time and with high-quality data. Custom dashboards are the next step to let you see those metrics electronically and in one place. You and your team gain insight and confidence.
We customize our analytics packages for your business objectives. We ensure that clients have critical business information at their fingertips. This typically includes metrics such as revenue, profitability, pricing, breakeven, margin contribution, costing, and investment returns.