Startup CFO Services

We offer flexible, affordable CFO Services to startups.

Growth CFO Services

Financial management expertise on a less than full-time basis.

Build the Best Case for Investors

Securing capital generally takes 3 to 6 months, and requires the financial expertise of an experienced CFO to document and justify prospective and/or future value to potential investors. Unfortunately, growing organizations often lack the resources needed to secure this expertise.

For these businesses and organizations, Lescault and Walderman offers CFO consultants that work efficiently to ensure the process of raising capital doesn’t distract company founders during the stage in their company’s growth when their operational focus is most needed.

Ultimately, there are 4 types of capital funding sources:

Debt
Public Equity
Private Equity
Venture Capital

Whatever your desired funding option, we can help you define and present your capital requests in the most objective and flattering light to ensure investors identify with and realize your goals and corporate mission.

LWI CFOs help with everything from research and planning to roadshow preparation

Prefunding Activities

To start, LWI CFOs become actively involved in pre-funding research and planning. This involves

Preparing your core documents: business plan, executive summary and presentation provides the narrative you are presenting
Building your core team: strong executive and advisor teams make you more attractive to investors
Creating target investor list: understanding who you want to raise money from defines the ultimate strategy
Knowing your competition: clearly identifying your competition helps you to prepare for the process and define your challenges/opportunities
Understanding your cap table: because every industry has different capitalization, properly structuring equity is critical

Capital Raising Strategies

Based on the findings of the research and planning stage, our CFO professionals will:

Solicit multiple funding sources: the greater the number of sources, the greater the opportunity to realize your goals
Include non-banking options: creativity and flexibility are important as traditional financing can be very limiting
Identify primary financing products: understanding your options will help you to avoid potential funding mistakes and committing to unfavorable terms
Prepare for a wide pricing range: arming yourself with all available options empowers you to make the best possible decision
Focus on long-term goals: consider how different types of capital can impact your future and don’t sacrifice long-term control for short-term funding

The Investor Roadshow

With all of the proper support pieces in place, our CFO consultants help you prepare for the “investor roadshow”, by:

Starting local: sometimes the greatest opportunities are within the network you have already established
Choosing your presenter: founders aren’t necessarily the default choice for investor presentations
Knowing your audience: you must understand and address concerns before they are voiced to build confidence
Networking with the investment community: personal relationships and connections are much stronger than “cold” introductions
Planning your deliverables: it is critical to prepare and deliver summarized pitch-deck materials focused on key data

Avoid wasting time, effort, emotion, and valuable startup cycles, contact Lescault and Walderman at 866-496-2042 to speak with a knowledgeable CFO-for-hire. We are ready to help you maximize your opportunities for funding success.

Do you know how you stack up against your competitors?

LWI offers a FREE evaluation and industry benchmarking report to prospective clients to demonstrate our approach and value.
We work on a retainer-free, hourly basis to deliver customized services that meet your individual needs.

Schedule a Consultation