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Case Studies

VC Financial Visibility

VC Financial Visibility

Situation

Our client, a VC-backed biotech products firm recently received a notable VC investment and the investors brought us in to help with the following services:

Solutions
1

Strategic Financial Modeling

We meticulously constructed comprehensive 5-year financial models aligned with industry trends and commercial strategy. These models provided valuable insights into cash requirements and operational priorities.
2

Commercial Strategy Alignment

Working closely with our client’s management team, we refined their commercial strategy and operational priorities to ensure alignment with their objectives.
3

Funding Facilitation Support

Our expertise played a crucial role in facilitating funding discussions, although ultimately the sales performance did not meet expectations. Nevertheless, our insights and financial analysis helped provide clarity for investors and the board in making informed decisions about the company’s direction.
4

Part-Time CFO Services

Post-investment, we provided part-time CFO services to effectively manage capital resources and maintain fiscal responsibility in alignment with business objectives.
5

Financial Policy Development

We developed a comprehensive purchasing policy to streamline procurement processes and enhance financial accountability.
6

Tailored Reporting Package for Investors

Our specialized reporting package offered valuable insights to guide key decisions for venture capitalists and the board, improving transparency and investor confidence.
7

Inventory Management Enhancement

We implemented inventory tracking procedures and QuickBooks transition to enhance working capital management and accuracy in inventory valuation.
Results

In conclusion, our comprehensive suite of services enabled our VC-backed biotech client to navigate the complexities of a significant new investment with greater financial clarity and strategic direction.

Consulting ServicesFractional AccountingBio-Tech / Startups
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