Long-term financial model development

Capital needs assessment

Investor identification, targeting and outreach

Presentation development for Board and investor roadshow

Current and pro-forma capitalization table modelling

Due diligence support

Term sheet comparison and analysis

Review internal processes and develop plan to implement IPO-ready controls and Finance-related processes and deliverables

Construct and refine operating, investor, and Street models

Develop “beat and raise” process to manage Street analyst expectations

S-1 registration statement drafting support

Presentation development for banking consortium, investor roadshow, and Street analysts

Implement FP&A reporting & analysis processes

Support ongoing management, Board and investor reporting

Project and scenario-based modelling

Compensation structuring and pro-forma modelling

Cap table modelling and maintenance

Strategic planning framework development

Assessment of current internal and external strategic position

Corporate and org-level strategy formulation

Buy / build / partner analyses

Strategic execution and communication plan development

KPI development and ongoing monitoring process

Assess core business drivers and top talent, mapping to current organization structure

Define organizational objectives

Assess industry best-practices

Design responsive organization that aligns to company strategy and values, external and internal drivers and constraints, and core business objectives

Competitive landscape assessment

Internal and external research on potential targets

Project management

Valuation and pro-forma financial modelling

Due diligence list development and ongoing support

Negotiation support

Term sheet development and analysis

Integration planning

Multi-sided marketplace modelling

SaaS metric development and modelling

Data re-factoring by product, service, sales or marketing channel, or cost center in support of econometric modelling

Multi-factor demand and supply modelling