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WHAT WE DO, IN DETAIL

We help you build your business around your product.

Accounting and Finance

 

  • Cloud Based AP and Expense Management

  • ERP Planning, Selection and Implementation

  • Payroll Management

  • Financial Statements

  • Cash Flow Statements

  • Monthly and Annual Closing Cycle

  • Internal Controls and Procedures

  • Tax Prep

  • Financial Audit Prep

  • Order to Cash

  • Budgeting and Forecasting

  • Five-Year Plan

  • Financial Modeling

 

Human Resources and Company Culture

 

  • Benefit Strategy and Selection

  • 401(k) Strategy and Selection

  • Benefit Administration

  • Compensation Plans

  • Hiring Plan

  • Management Development

  • Employee Handbook

 

Investor Relations

 

  • Enterprise Valuation

  • Data Room

  • Cap Chart Management

  • Capital Raise Strategy

  • Investor Management and Communications

  • Pitch Deck Development

  • 409(a) Coordination and Fiduciary Relationship

  • Option Pool Strategy

 

Legal (in collaboration with Corporate Counsel)

 

  • Operating Agreement

  • Capital Rounds

  • Legal Organization (including 7874 Inversions)

  • Component Purchase Contracts

  • Boilerplate Contracts

  • Facility Search and Lease Negotiation

Commercial Execution

 

  • Strategic Marketing

  • Corporate Branding Strategy

  • Market Research

  • Product Business Case Development

  • Product Prioritization Process 

  • Develop Compelling “Go to Market” Strategy

  • Competitive Analysis

  • Product Positioning

  • In License/Out License

  • Corporate Branding

  • Sales Comp Plans

  • Customer Relationship Module

  • Pricing Analysis

  • SAAS Model Pricing and Revenue Recognition

  • Sales Channel Identification and Development

 

Treasury and Risk Management

 

  • D&O Insurance

  • Corporate Risk Analysis

  • Cash Management

  • Bank Selection and Relationship

 

Project Management

 

  • Product Development

 

Operations and Supply Chain

 

  • In-House vs. Contract Management Analysis and Strategy

  • Primary Supplier Identification and Contract Negotiation

  • Product Costing Modeling

  • Inventory Planning

  • Distribution Channel Strategy

 

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