Fundraising
Capital Fundraising (Debt & Equity)
Professional CFO is essential for successful fundraising – both equity and debt.
Experienced CFO drives successful fundraising by:
- Providing investor/lender with credible offering memorandum or credit application which tells your business story with reliable, GAAP-compliant, financial statements.
- Presenting your business in a favorable light with professional financial management which reduces investor/lender’s risk.
- Continuing to engage with investors/lenders after funding and provide accurate periodic reporting.
KFS CFOs support you throughout the fundraising process:
- Work with your accountant to produce GAAP-compliant financial statements which tell your business story, and present your business in a favorable light.
- Approach several investors/lenders to solicit capital
- Negotiate investment/borrowing terms as your CFO
- Assist you in selecting the best capital provider for your circumstances
- Provide periodic reports to investors/lenders
- Maintain your banking relations and investor relations
KFS CFOs have experience securing bank loans and private capital for working capital, equipment, acquisition, and other business purposes.
Pre-Fundraising Accounting Clean Up
Keystone Financial Services ('KFS') works with your accountant to clean up historical accounting records and prepare your books for a transaction or a financing round. We make sure that your financial statements are GAAP-compliant, and present your business in the most favorable light for lender’s review or acquirer’s due diligence.
Post Fundraising Investor Relations
Funding is only the beginning of your relationship with your lenders and/or investors. Weekly draw requests, monthly financial statements, and collateral statements, are only a few examples of the periodic reports the lender/investor will require. KFS CFOs provide its clients with ongoing support. We handle investor relations, or banking relations, so that you can focus on your core business.
