Providing the right resource at the right time
Pre-funded stage
- Strategic: business model advice, assemble an executive summary, how much to raise
- Managerial: manage cash flow and cost control – life of existing resources
- Tactical: record business activity
Growth stage
- Strategic: market considerations, budgeting, financing
- Managerial: design, develop and manage the business infrastructure
- Tactical: follow policies and procedures to record business activity
Mature stage
- Strategic: expansion, acquisitions, investor relations, partnering, special projects
- Managerial: financial relations, enhanced reporting, relational metrics, systems evaluation
- Tactical: efficiency, systems match, internal controls, segregation of duties, external review, assemble data from all facets of the business
Transitional
- Strategic: recapitalization, liquidity events, presentation
- Managerial: increased transparency, GAAP Financial Statements
- Tactical: special projects, audit preparation
