Overview of Services

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Fractional COO, CFO, CTO and CXO

• Real time operationalization of business and running of ongoing business activities 
• Provide continuous business and financial analysis and reporting 
• Part of core team raising funds from investors and banks 

Company Formation (USA and/or International)

• Set up and register company 
• Obtain necessary accounts such as banking, tax-id, etc. plus other legal documentation 
• Provide consultation ensuring business focused questions are asked

Operationalize Business Expansion 

(USA and/or International)

• Product, sales and marketing roadmaps including client targeting and segmentation 
• Employee review and recruit talent plus deployment
• Establish office facilities and equipment (software and hardware) 

Business Planning Development

• Review current business model 
• Formulate USA and/or International based business model
• Competitor analysis and landscape 
• Establish key success factors and variables    

Financial Planning and Modeling Development

• Build a robust financial plan and model from start to finish 
• Generating forecasts for revenues, operating and maintenance costs plus working capital 
• Calculations cover revenues, operating, maintenance, capital expenditure, depreciation, debt and equity financing and taxation, leading to the build-up of integrated financial statements for the company
• Gain insight into how to customize the outputs of the model to end users, interpret the results and run sensitivity analysis, as well as perform some degree of testing to reduce the incidence of errors 

Market Research, Marketing Planning 

and Product Strategy

• Define the target market and product road map 
• Outline end-to-end vision of the product, particulars on achieving the product strategy and the big picture context in terms of what the product evolution 
• Define marketing activities of industry analysts, articles, press relations, web site, SEO, email, social media, campaigns, lead generation, etc. 

Technology Review and Analysis

• Review architecture and internationalization (character sets and languages) 
• Cloud and client analysis plus communications 
• Technical stack and development resources  

Go To Market Planning

• Sales pitch, value proposition and positioning review and creation ØBuild a client centric sales deck 
• Unique methodology, playbooks, models and templates for company transformation, expansion and go to market approach 
• Customer prospecting and acquisition Ø\
• Establishment of distribution networks and channels (partners) 

Merger and Acquisition Analysis

• Competitor analysis 
• Modelling different draw down approaches to service funding needs \ Costs related to debt financing such as interest, commitment fees and arrangement fees 
• Different debt repayment methods 
• Constraining factors on dividend distributions such as accounting restrictions and lockups imposed by lenders 

Investor Pitch Deck Creation plus Relations

• Create targeted investor pitch deck for fundraising activities 
• Create detailed business and financial plans 
• Deal structure and legal documentation 
• Introductions plus attend pitch meetings and closings  

Legal, Financial and Tax Analysis

• Costs related to debt financing such as interest, commitment fees and arrangement fees plus debt repayment methods 
• Constraining factors on dividend distributions such as accounting restrictions and lockups imposed by lenders 
• Legal and taxation documentation regulatory requirements, preparation and completion 
• Merger & Acquisitions considerations  

Mentoring and Coaching

• Be a great “listener” of each CEO/entrepreneurs’ current and future needs 
• Provide key solutions and feedback on each specified needs 
• Ongoing regular mentoring and coaching sessions and reviews 

Project Management and Implementation

• Specific programs designed for each company or individual needs, we will analyze, evaluate, design, and develop the right project plan for each company 
• Move beyond recommendations and pilots to achieve long-term improvement and measurable bottom-line results 
• Strengthen and align leadership, transform processes, optimize management practices, and in particular, build capabilities through rigorous and supportive mentoring and coaching