Client Success Story – Improved Performance and Credibility!
Client Success Story
Service: Virtual Finance Director
The Virtual Financial Director service enabled the CEO/Chairman to focus on delivering the Corporate Responsibility plan and Social Training Programme, both of which are key to the social outcomes of the business, while preparing the necessary robust financials to successfully obtain grants and debt finance of £100,000.
- Deadline Driven: Given the short timeframes available to meet the submission and pitch deadlines of two separate funding organisations, we had to work to tight deadlines alongside the client to prepare on time.
- Clear Understanding of the Business: Given the nature of the work involved, it was important to gain a clear understanding of the business at an early stage, enabling key KPIs to be identified, commercial forecasts to be prepared and allowing us to sensibly challenge both the assumptions and results throughout the process.
- Detailed Analysis and Financial Modelling: A detailed 3 year financial model including Profit & Loss, Balance sheet, cash flow and supporting analyses was prepared for presentation to potential investors and lenders, with the aim of minimising follow up queries and also clearly highlighting successes to date and opportunities.
- Prior Experience Key to Informing the Process: As a result of previous involvement in due diligence processes, combined with prior experience within a private equity environment, we were able to liaise with the client at an early stage to ensure that we were prepared for queries likely to be raised by investors, and had well thought out responses and solutions to any perceived weaknesses in the model.
- Passionate About Our Client’s Business: We provided additional credibility to the proposal through attending all investor meetings and formal pitches with the client.
What the Client Said
“Damian invested the time to fully understand our business, and proved invaluable to us successfully winning investment. His ability to calmly review the facts and to add key insight when required allowed us to meet some steep challenges with confidence. He is an essential part of the team.”
Adam Porter-Blake, CEO/Chairman – Brighter Environment
Do you want to be the next success story?
Contact Damian Connolly: firstname.lastname@example.org or call 0207 952 1230. You can find more information about our External Financial Director Service here.