Learn more about what we can offer you

What we do

Areas of practice

Finance

Preparation of Financial Model
Corporate FP&A and KPI Tracking
M&A Due Diligence
Bank and Audit Relationships
Fundraising

Accounting

Monthly Financial Close
Audit Support
Payroll Support
A/R and A/P Management

Operational

Stock Option Management
Board Reporting

Tax

Corporate Tax Relationships
1099 Filings
Delaware, Property Tax, Sales and Use Tax Filings

We Help SaaS And Tech Companies Scale Their Businesses With Robust Financial Modeling And Capital Raising Support

Financial modeling

We’ll evaluate the stage of your business and work with you to determine its capital requirements over the next 3 years as it prepares for its next phase of growth.

What’s included in our financial modeling services:

- Collaboration with management to build a clear and robust financial model.
- Detailed, ground-up approach with a 5-year P&L forecast
- KPI analysis to understand the current health of the business and where it needs to be to grow successfully.
- Capital requirements analysis and headcount planning.
- Variable inputs for what-if analysis
- Monthly refreshes based on actual accounting results and reforecast between budget and actual

Fundraising and Due Diligence Support

Our team has significant experience in raising venture capital for startups across North America. We’ll act as your partner in making investor introductions and facilitate an investment in your business.

What’s included in our capital raising services:

Investor introductions
Pitch of your business to our investor network
Facilitation of due diligence process between the investor and your business
Preparation of pitch deck
Preparation of pitch videos with on-site videographer to film and edit your pitch
Due diligence support during the fundraising or M&A process

CFO Services

Our CFO Services Include:

Preparation of financial projections for board reporting
Financial statement preparation
Financial statement audit support
Finance and accounting system implementations
Finance and accounting software implementations
Tax compliance and reporting support
Payroll and onboarding support

Here’s a sample pitch video we’ve filmed for clients

Ready to get started?

Speak with an advisor to learn how your business can flourish with Valua Partners.