Finance & Raising Capital

Do you need help forecasting, modeling, or raising capital? We provide interim help in finance, capital raising/investor relations, and administration.
Finance Leadership (P&L Management, Variances to Plan, Forecasts and Budgets)
Build financial models that capture the drivers of important business opportunities. How does each driver impact the result? What do the sensitivity and scenario analyses demonstrate? What are the downside risks and how can they be mitigated?
Create fundraising decks with narratives that resonate with investors. Manage data rooms and due diligence.
Optimize the value and contribution of shareholders and stakeholders in your cap table and on the Board.
Manage accounting, payroll, other administrative processes, contracts & patents, and vendor management.

Sample Work Products

From forecasting and revenue analytics to segmentation and strategy, these visualizations highlight the primary results in order to bring the findings to life.

Other Services

our happy clients, on working with danny

“One of the especially valuable abilities Danny possesses is he can engage with stakeholders and keep them coming back for additional meetings, and at the same time keeping the meetings meaningful and productive. His time with our group was valuable and productive. I look forward to working with him at any time in the future.”

Director, Portfolio Management

“Thanks for bringing him on. I wish he were a permanent part of the group.”

Director, Portfolio Management
“Danny has done a great job and I appreciate what he has done for us.”
COO, Retail

“Focused, structured, purpose-driven. Tenacious, thorough – willing and able to explore all avenues and opportunities to get something done.”

COO, Retail

“Danny is very structured and thinks in a very structured manner. He is very collaborative and diligent; he doesn’t have a problem in reaching out to people and follows up with them. Danny has a very good self-starter mentality and pushes to get what he needs. He also has a very positive attitude.”

COO, Retail
“Danny has demonstrated that he is a strong business partner to his clients. He has developed an advisory relationship whereby his feedback and recommendations are absorbed by his clients and used for more well informed strategic decision-making.”
Director, Consumer Services
“Danny has been absolutely fantastic with communication, work quality, and turn around time. It was a pleasure working with Danny, and I’m going to miss having such an excellent source to go to.”
CEO/Founder, Advisory Services
“Highly collaborative and inclusive. Really was able to become part of the team despite a very insecure environment.”
COO, Retail

“Danny’s work product is excellent. He is a seasoned professional, and his accounting and finance background made him a strong candidate for this project.”

CFO, Consumer Retail
“Danny engages the correct people at the correct time and is always hyper-prepared. Top notch.”
CFO, Consumer Retail
“His business sense and decision-making ability is highly valued by our team members. I personally shall miss his kindness, empathy, concern for others and especially his humor. Danny is truly a pleasure to team with.”
Manager, Project Delivery
On finance & cash …

Finance tells us how much we can invest, where, when, and for how long, so it’s vitally important to know how our cash is being deployed and what type of return we can expect from our investments.

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Schedule a Discovery Call

So, if you like what you see so far, the next step is to schedule a quick call to see if we’d be a good fit.

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