A rapidly growing tech company beginning a second round of equity financing was looking to evaluate several different business opportunities and to present them, along with the existing business, to investors to assist with maximizing their current financing
We developed a comprehensive financial model showing all the new opportunities, as well as the existing business, with the possibility of switching these modules “on” and “off”
The model had dynamic features which allows the quick testing of various scenarios. Our model was used by the investment bank hired by the company to secure financing
The company has already accepted an offer of over $10 millions and they are currently working on developing the proposed business opportunities
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
