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VENTURE-STAGE FINANCE AND ACCOUNTING SERVICES

As a venture-stage entrepreneur, you need an agile partner who can support your evolving business dynamics. Our comprehensive approach arms you with a client team that brings all the right skills at all the right times so you can get back to running your business with confidence and clarity.

STRATEGIC PLANNING ICON

Strategic Guidance

CORE SERVICE

Our engagements are led by veteran CFOs who bring decades of experience, deep functional expertise, and industry-based pattern recognition to help you navigate the complexities of growth with steadiness and ease.

  • Financial oversight 
  • Growth optimization 
  • Expansion plans
  • Reforecasting
  • Anticipatory insights
  • Benchmark reporting
  • Board meeting preparation
  • Fundraising and capital solution analysis
  • Investor relations
  • Network connections 
  • Leadership support
  • HR support
FINANCIAL PLANNING ICON

Financial Planning and Analysis

CORE SERVICE

Our seasoned finance professionals deliver monthly reporting and performance analysis using a customized dynamic dashboard to provide you and your fast-moving team with a holistic view of your financial health.

  • Budgeting
  • Forecasting
  • Cash-flow planning
  • Month-end close
  • Board reporting
ACCOUNTING ICON

Accounting

CORE SERVICE

Utilizing a global workforce across six US and three international offices, we provide a cost-effective accounting solution for your growing business. Our highly skilled accountants, bookkeepers, and controllers set up and manage the digital stack and all the related workflows your business needs to scale.

  • A/P 
  • A/R
  • Payroll 
  • Cash/credit reconciliations
  • Month-end close
  • Integration of sales tax software
  • Variance-to-plan analysis
  • Supporting schedule
  • Process optimization
TRANSACTIONAL ADVISORY ICON

Transaction Advisory

SPECIALIZED SERVICE

Our Transaction Advisory team provides an integrated approach to guide founders through fundraising and M&A processes. We leverage our collective experience in investment banking, venture investing, investor relations, and former business operators to give you an insider’s perspective. Whether you are pursuing full-scale financing, an M&A transaction, or simply need support with the process, our trusted team is here to help.

  • Financing strategy
  • Strategic alternatives analyses 
  • Valuation analysis
  • Identify capital sources
  • Financial diligence 
  • Pitch material creation
  • Investor introductions 
  • Term sheet negotiations
SYSOPS ICON

Systems & Operations (SysOps)

SPECIALIZED SERVICE

The SysOps team brings deep knowledge of the Inventory Management Systems (IMS) space to help you evaluate, select, and implement the optimal system for your business’s needs. Collaborating with your operations and accounting teams, we ensure the IMS  is properly maintained to provide valuable insights that support data-driven decisions.

  • IMS options discovery/evaluation
  • IMS selection
  • IMS implementation
  • Post-implementation support

 GET IN TOUCH

Our clients come to us when they’ve encountered a growth spurt, reached a point of resistance, or outgrown their basic bookkeeping and need to level-up. Feeling overwhelmed, strained and stretched, they are looking for a partner to provide the support and guidance to build their greatest financial vitality.

Reach out today to learn how Propeller can help you.