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OUR SERVICES

Strategic Financial Planning

Services

FINANCIAL PLANNING & ANALYSIS

At InsiteUp, we specialize in developing comprehensive business plans and financial strategies tailored to your unique goals. Our expertise empowers you to make informed decisions and navigate financial challenges with confidence.

CFO SERVICES

Our CFO services provide you with the strategic financial leadership and guidance essential for your business's success. Whether you need part-time or interim CFO support, we are dedicated to optimizing your financial operations.

FUNDRAISING SUPPORT

Support your growth investment needs with evaluating investment alternatives, financial models, capitalization tables, pitch preparation, terms negotiation and due-diligence

Why an accountant is not enough – what our experienced CFO services can deliver

  1. STRATEGY: define and develop competitive advantages and growth opportunities

  2. GROWTH: grow your business based on real data insights, actionable milestones, and achievable financial and business strategies

    • Revenue and business models based on market penetration potential

    • Sales models, selling costs and customer lifetime value analysis relevant to your industry, markets and customer segmentation

    • Customer and product profitability 

    • Product and service pricing and bundling strategies

    • Long-term financial projections to show your growth and value creation opportunities and ambition

  3. PLANNING

    • Prioritize how to use your limited cash and human resources to maximize growth, shareholder value and investor attractiveness with comprehensive cash flow forecasts

    • Plan when you will need financing and the alternative funding sources

  4. FUNDRAISING

    • Develop your best story based on market data, metrics and competitive positioning

    • Plan and execute private funding options including equity investment (seed, angel, venture capital, crowd funding) and debt

    • Maximize public financing options including public/private joint debt opportunities

    • Strategize which funding sources to target, including why they should be interested, when to make contact and how

    • Analyze your current and potential business valuation to price your funding round

    • Structure your investment to meet timing and investment size goals

    • Communicate short-term and long-term ownership dilution from expected investments to existing and potential investors

  5. METRICS

    • Define what data to measure and how to get the data

    • Evolve metrics as the business grows to meet business’ needs

  6. REPORTING

    • Forward looking board reports so your advisers can know best how to support your growth

    • Investor updates to keep them interested, engaged and ready for the next fundraising

  7. DUE-DILIGENCE: organize legal and financial records for investigation by interested investors, indexed in digital form

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Accountants look backwards in time to inform what happened financially. A highly experienced CFO models and forecasts your business’ future growth and value with relevant insights based on real data.

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