Services

If you’d like to understand more about how I can help your business, the best way to get more information is to schedule a free discovery call with me.

That will help me understand your business needs and how I can add value to your organization.

If we both believe there is a good fit and want to move forward, I have a couple of options for you to engage my services and prepare for the next stage in your business.

30-Day Capital Readiness Assessment

90-Day Capital Readiness Accelerator

Option 1

30-Day Capital Readiness Assessment

This is a short engagement designed to help you understand the financial aspects of your business and where your strengths and gaps may be for garnering investment capital.

Week 1:  Evaluate Systems

  • Do we have the basics we need?

  • Is our data accurate?

Deliverable:  Financial Clarity Report

Week 2:  Strategic Assessment

  • Do we understand the financial dynamics of the business?

  • Do we have tools to help us understand where we’re going?

Deliverable:  Strategic Capital Roadmap

Week 3 & 4:  Capital Strategy & Readiness Plan

  • Where are we going and how do we get there?

  • Build readiness plan for capital runway timeline

Deliverable:  Capital Runway Analysis

Option 2

90-Day Capital Readiness Accelerator

This is a longer engagement in which we will develop the structures and systems identified in the Readiness Assessment to prepare you and your business to garner the investment funding you need to grow to the next level in your business. 

Month 1:  Reveal the Numbers & Install Financial Infrastructure

  • Financial deep dive

  • Stakeholder interviews

  • Systems remediation and enhancement

  • Identify financial drivers and evaluate operational tracking systems

Deliverables:

  • KPI Data Map

  • Financial Systems Roadmap

  • Forecast Framework

Month 2:  Strengthen Growth Strategy

  • Build main financial model

  • Integrate operational drivers

  • Scenario test planning

  • Cash management analysis

Deliverables:

  • Three-Statement Financial Model 

  • Detailed Quarterly Cash Model

  • Cash Sustainability Analysis

Month 3:  Enable Capital Access

  • Add scenario testing to financial model

  • Prepare full financial package

  • Capital strategy

  • Board / investor presentation preparation

Deliverables:

  • Scenario Tests

  • Financial Presentation Package

  • Capital Strategy Analysis

  • Financial Presentation Coaching

Methodology

R Reveal the Numbers

I Install Financial Infrastructure

S Strengthen Growth Strategy

E Enable Capital Access

Ready to Prepare for Your Next Stage of Growth?

If you'd like to understand more about how I can help your business, the best way to get more information is to schedule a free discovery call with me.

© Vikki Fininen & Associates, LLC