Work with Annie
Annie can work hand in hand with you and your company to offer the following services:
WORK WITH ANNIE
- Fractional CFO
- Confidential Information Memorandum (CIM) and Teasers
- Financial Management
- Workshops
FRACTIONAL CFO
Your team is small and nimble, and everyone is working at full capacity. Do you need additional brain power to make the right business and financing decisions? I can take on that role and help you make smart decisions that will help you grow faster.
I can work with your team during your capital raise or on an on-going basis to help grow your business. During a capital raise, this can include determining how much capital to raise, deal with investor demands, budget and set clear, realistic financial projections and negotiate your term sheets or other agreements.
I can also help with setting the right performance metrics (financial and marketing) so you can manage your business more effectively. I develop KPIs and dashboards specifically for your business and help you stay on top of your performance so you can adjust in real time.
CIM & TEASERS
Are you working on a sell-side M&A project?
I can take over the full development of a CIM (Confidential Information Memorandum) and teaser for your company or your client. Annie’s investment banking experience gives her an edge on how to best position your company to attract potential buyers.
I will work closely with you to identify the important investment highlights which are the backbone of the M&A story and pitch.
- Most CIM will include:
- Investment Highlights
- Industry Overview
- Business Overview
- Products and Services
- Sales and Marketing
- Management Team
- Financial Results and Projections
I can also develop your financial projections to be included in the CIM.
FINANCIAL MANAGEMENT
Start making the right busines decisions using your financial data!
I rearrange your financial data and help you make sense of them so you can make the right business decisions. I develop financial tools to forecast your cash flow needs, budget and monitor your performance, price your products and services properly and improve your profitability.
Through out the project, I give you the necessary skills and knowledge you need to take action using your financial data.
WORKSHOPS
I have developed insightful and practical workshops for startups. If you are an incubator, an accelerator or an organization that supports startups, these workshops are for you!
The workshops I have created center around helping Startups get prepared for a round of financing. It gives structure to entrepreneurs who often don’t know where to start.
Some clients include: NextAI, Montreal Inc., Columbia Business Schools’ CAVA accelerator, Endless Frontier Labs, MT Lab and many more.
