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Reporting for Founders and/or Investors

Are you either seeking or previously received funding from investors or lenders?

The process of getting funded without adequate preparation sends a clear message: High Risk! Therefore, it pays to be prepared and organized in your approach for financing.

Put your best foot forward by engaging us to help you with the financials needed to develop a winning proposal created from the investor or lender's perspective.

You get the money you need because we know what investors or lenders want to see. Even more importantly, we can help show them that you'll be able to pay lenders back and deliver positive returns to investors.

Our winning investment reporting support include the following:

  • Executive Summary: Where we concisely state the purpose of the funding, the exact amount of money required, an explanation of what the money will be used for and why it's needed.

  • Pro-forma Cash Budgets and Financial Statements: We use your data and underlying assumptions to prepare information that your investors and and lenders can easily understand.

  • Personal Financial Statements: In cases where personal guarantees are needed, we make prepare the last 3 years of personal tax returns as well as identify the collateral being pledged as security for the cash received.

  • Representation: We help substantiate your financial needs/position to your investors and lenders.

If you'd like to learn more about how you can obtain the money you need to grow your business please complete the form below.

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