CFO Connect™ early stage services build a foundation toward success. Our Early Stage Services focus on the most prevalent challenges a new company faces - developing an achievable business plan, building an organization, financing growth, and implementing infrastructure and controls.   We partner with companies to develop and implement the right growth strategies.  We analyze the client’s needs and goals in the key areas of planning, strategy, management, and infrastructure to assure a thorough understanding of their requirements. 

Our experiences have found that a few basic requirements are necessary for an early stage company to be successful;

A reasonable and prudent business plan defining the company’s mission, a solid investor base, a talented and experienced management team and a sound yet simple business infrastructure with clear processes, policies and procedures.

CFO Connect’s CFO services are just the answer for early stage companies.  We work with a company one to two days per week, providing the necessary financial oversight, management participation, and seasoned financial expertise at a fraction of the cost of a full time Chief Financial Officer.

The following are some of the typical CFO Connect™  Early Stage service offerings provided under our retained service offering.  These services are also available under our project based solutions as well.

● Work with founders to draft business plans and investor presentations.  ● Develop a capital formation strategy that can involve institutional investment, private placements or strategic investments. We work with the venture capital community, investment bankers, angel investors and strategic partners to find the right investment vehicle to execute on your financing strategy. ● Close the equity investment offerings with legal and regulatory filings. ● Establish bank, legal and audit relationships. ● Manage cash flow. ● Develop and manage Human Resources, Information Technology, Facilities, Accounting, Finance and other operational functions.