SERVICE OVERVIEW

CAPITAL RAISE, INVESTMENT CONFERENCE, ALTERNATIVE FINANCING, INTERIM CFO, DISTRIBUTION...

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WHAT  WE DO

OUR TEAM AT WORK FOR YOU

At iCFO Capital, we provide value to our clients through a variety of tools, including our Investment Conference series, Business Plan / Investment packaging, and Interim CFO consulting. Due to the strategic relationships that have been developed by iCFO Capital founding management, our clients have the unique opportunity to network with a wide range of accredited Investors such as high net-worth Individuals, VC firms, private equity funds, non-profit foundations, and top investment entities.
  • Our unique approach is to utilizing our highly specialized skills, deep understanding of your business and capital needs before introducing exciting small-cap businesses and your investment offerings. Our Shared Services team including providing critical access to our investors, network of alternative funding solutions, drive sales and profitability from pre-acquisition through post-exit to ensure the success of your company.

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EVALUATION

TOOLS

OUR PROCESS

FUNDING

We start with understanding of your company needs.
When seeking to raise large amounts of capital from investors, you need a complete financing proposal package that tells prospective investors everything they'll need to know to make an investment decision. To be successful, you need to be well-prepared.   How well-prepared are you?
  
iCFO Capital has developed a successful platform for investors and entrepreneurs to be matched based upon the investor preference and business owner focus.
   
Obtain capital for your business needs.
  

What is Your Financial needs?
Access to extensive network of trusted capital resources
  • Provide access to Debt or Equity Capital
  • Offering ​IP Funding, Revenue Base Financing, Private Funds and Alternative Financing
  • Inproving Operating Effeciency
  • Drive Sales and Profitability

Evaluation

We believe that any successful financing is based upon thorough preparation prior to showing your opportunity to a potential investor. Our strategy is to assist each client with creating or fine-tuning a comprehensive package of information from which our investors can base their funding decisions.  Here’s a short list of all the things you'll need raise millions in capital and why you need them.
  • Business Plan - Business & strategic plans – tell the story of your business and the strategy you'll use to make money.
  • Valuation - Business valuation – how much is your idea worth?
  • Financial - Forecasts and projections – how “real” are the numbers you're using to predict how much money you'll make?   We use verifiable numbers to convince the investor that your number is “real”.
  • Presentation - Presentation to capital sources - includes slideshows, multimedia, and in-person presentations to investment sources.
  

Tools

    We use CFO perspectives and our resources to drive your business sales, improve your capital efficiency and profitability.   Here is an overview of our process...
    • We match you with the best fitting investors or lender types.
    • Meet with each client and review the company and the opportunity.
    • Evaluate business plan to identify strengths and areas for improvement.
    • Outline a strategy and timetable for reaching targeted.
    • Introduction to Investors, including phone calls, conference presentations, face-to-face meetings, and web-conferencing.
    • Prepare any necessary marketing or sales collateral. 
    • Execute strategy and gather feedback.
    • Secure funding and address additional rounds if necessary.  

    Our
    Process

    Obtain Funding

    Funding

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