Consulting engagements and part-time CFO & Controller Services

 

New Ventures partners with early-stage companies to provide them financial leadership while creating a value-added finance center from the beginning.  New Ventures serves as our client’s thought partner in designing and executing their company strategy. 

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Asset Management Clients:

• Review legal documents to ensure legal terms align with economics and accounting outcome.

• Capital fundraising

• Fund accounting

• Fund reporting and transparency

• Investor accounting and allocations

• Investor reporting

• Investments & portfolio company reporting and valuations

• On-boarding administrators and other service providers

• Automating controls and procedures

• Cash management and portfolio liquidity 

• Independent review and oversight of administrator

 

Early-Stage Companies & Ventures:

• Finance process improvement with a focus on strong internal controls

• Development of budgeting, forecasting and financial management models

• Development of financial analysis for new business models

• Implementation of new systems

• Investment due diligence

• Identification of Key Performance Indicators & Development of KPI Reporting Systems​