Fractional CFO for VCs
Need dedicated bookkeeping and fractional finance support for your fund?
Get the help you need
Weekly time with a dedicated person
- 1:1 Time scheduled to review materials and answer questions
- Dedicated email and slack access to someone that can turn around requests
- Dig into to your fund admin reporting and outputs for clarity and accuracy
- Have an extra pair of hands to put together reporting and financials
- Get assistance with financial modeling for fundraising, diligence, or general accounting help
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Financial Foundations
- Create and manage a budget for your firm
- Monthly and quarterly financial reporting for management company and fund
- Conduct fund deployment pacing and reserve forecasting
- Model cap table scenarios
- Liquidation waterfall for cap tables and investments
- Prepare and draft responses to LP questions
- Structure and manage data room for prospective LPs
Get back to investing & sourcing
- More time for the most important priorities
- Confidence in the long-term foundations for your firm
- Delegated management of third-party service providers and fund administration platforms
- Review and analysis of all key financial reporting
- Setup and execute a quarterly reporting cadence for LPs
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Tactical Takeaways from a Fractional Bookkeeper
- Bring the thesis of your fund to life through models and scenario forecasting
- Gain experience and expertise for your team to accelerate performance
- Mitigate the key risks that cause distraction and loss of credibility
- Build the financial practices for your fund today
- Set the foundation for an enduring firm
Getting started together
We listen to you, articulate deliverables, set timelines, and then get to work building the long-term systems your fund needs to excel.
Context
Establish deliverables
Share blockers
Align on timeline
Contracts
Align on tasks and milestones
Understand people and plans
Articulate delivery
Compensation
3-month committment
$5,000 per month
Company