ScaleUp Financial Solutions partners with startups and high growth companies to support the full range of finance and accounting needs, from CFOs and strategic finance to back-office accounting and human resources. We focus on providing highly qualified, individualized support that fits the unique needs of each of our clients. 

Core services include:

• Fractional CFO Services: Develop pro forma financial and cash flow models. Build and manage KPI dashboards for better transparency and decision making. Prepare and present financial reporting packages to management, board and investors. Supervise accountants and staff. Oversee audit and tax services. 

• Strategic Advice: Provide counsel on all aspects of clients’ businesses including business model, pricing, sales strategy, strategic execution, corporate structure, operations, HR policies, stock issuance, and capital raise. Work with functional teams to develop and implement operational processes and systems and improve efficiency across the organization.

• Accounting and Financial Reporting: Provide accounting services including bookkeeping, payroll, transaction processing, AR/AP, bank reconciliations, month-end close and financial reporting packages.

• Capital Advisory: Work on fundraising efforts including preparing strategy, presenting to investors, and analyzing terms. Manage cap table and provide pro forma scenario analysis. Assist in negotiating, due diligence and close of convertible notes, SAFEs, Title III equity crowdfunding, venture debt and equity rounds.

• M&A Support: Prepare company for exit, manage due diligence, partner with stakeholders to negotiate terms, work with teams on post transaction integration.

Industries we have deep experience in: SaaS, fin-tech, professional services, IaaS, marketplace and CPG.

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ScaleUp Financial Solutions

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