TAILORED PARTNERS
On-Demand CFO & Strategic Advisory Services
On-Demand CFO & Strategic Advisory Services
OPERATIONS
Leading all financial activities of the Company and managing appropriate teams.
- Financial planning and analysis; defining KPIs and preparing forecasts, budgets and operating plans; overseeing the monthly closing process; managing payroll, A/P and A/R; financial reporting and presentations to internal decision makers – Board of Directors and senior management
- Tax and audit support; legal support; strengthening corporate governance; developing employee handbooks; securing insurance
MARKETS
Assisting capital raising and M&A processes.
- Equity capital raise and debt financing
- Funding readiness and support
- Preparing for an exit process
- Transaction support for mergers & acquisitions
- Creating presentations, documentation, financial models, cap tables and investor lists.
STRATEGY
Formulating and executing on corporate development initiatives.
- Data driven capital allocation decisions
- In-depth scenario analysis
- Strategic cash management to navigate liquidity constraints and cash crunches
- Assisting the build-out of an internal sales team; forecasting, tracking and benchmarking revenue generation; support in drafting commission agreements
- Unit level economic and customer/product profitability analysis
- Bridging the loss of a key accounting/finance team member
- International expansion and go-to-market strategies
COMMUNICATIONS
Managing external relationships with strategic partners, service providers and investment banks.
- Our approach is relationship-focused and we have a network that spans the US, UK/EU, Asia and Africa built through leadership roles at global investment banks and dynamic growth companies
- We have first-hand experience navigating some of the more complex financial situations leaders may face as they launch, grow and sell their business and understand what matters in key moments
Leadership
Neil Portus, CFA, CMA, CFP®
Managing PartnerNeil is a CFO & Advisor for growth companies and former equity analyst at Goldman Sachs in New York where he covered consumer-retail stocks and helped to lead Zipcar’s $1.1 billion IPO. Previously, he was an equity analyst at Barclays Capital & Lehman Brothers and began his career at a boutique investment bank where he helped to lead 15 advisory & financing transactions totaling $1.3 billion. He built his operational skills as a startup founder and CFO of an East Africa-focused impact investment firm. He is a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received his MBA from the University of South Carolina and majored in music business at Middle Tennessee State University near Nashville.