Services

Our objective is to help you figure out how to grow efficiently. To us that means scaling with a good growth rate with a higher than normal degree of capital efficiency. Our work is based upon years of operating companies, raising capital, investing in and acting as an advisor to startups. It is also based on over 20 years of research to determine what creates successful tech startups. We‘ve looked at the growth trajectories of thousands of companies to create a framework that helps figure out how to scale efficienly. We call our framework Scaleup Math. 

What We Do

From a strategic finance perspective, we take on the CFO role to position you for for efficient growth. This includes helping you figure out strategy and in particular, how to go to market, creating your forecasts, and improving monthly reporting and analysis. We also support you through any fundraising process including any equity raise, loans and grants.

Strategic Planning

Our first objective is to work with the founders to examine and enhance the company’s strategy. We look at how a company can improve its customer positioning by adding product functionality to reflect customer needs along the whole customer journey and enhance competitive positioning. We also work to enhance other aspects of the business including the company’s go-to-market strategy. 

Forecasting and Analysis

We prepare a financial forecast using activity drivers and benchmarks from thousands of companies we have examined. We also help determine the right KPIs and OKRs to drive your business forward.

Financial Reporting

We help improve reporting. (nuf said?)

Fundraising

We also help you idevelop a pitch deck, populate a data room, align public company profiles in LinkedIn and databases such as Crunchbase as well as your website and social media presence with how you are positioning yourself to potential investors. We help you look for equity investors, loans and grants.

Who We Work With

We are looking to work with technology entrepreneurs  in software, managed services and tech enabled services. 

Team

We are looking for an entrepreneur or team of founders that has passion for their market, their products, is working full time on their startup and has recognizable expertise in those areas.

Technology

We evaluate the product offering against the competition along all dimensions of the customer journey to identify competitive positioning strengths and weaknesses. We also look for how that technology can be protected against competition. Typically the product would be in teh market and earning revenue.

TAM – Total Addressable Market

While we look for big markets, we typically don’t find that in companies we meet. Instead, we look instead for opportunities to enhance the company’s strategy so that larger markets can be served.

Traction

Yes, everybody is looking for traction as this is the one thing that helps answer the question as to whether the team can execute and the technology can beat the competition. Traction is almost always required to obtain financing but can be evidenced in a number of ways.

If we see an opportunity to help a firm we can chat and figure out next steps.