Senior financial professional is essential for successful fundraising – both equity and debt.
They drives successful fundraising by:
Work with your accountant to produce GAAP-compliant financial statements which tell your business story, and present your business in a favorable light.
Approach several investors/lenders to solicit capital
Negotiate investment or borrowing terms
Negotiate investment/borrowing terms as your CFO
Assist you in selecting the best capital provider for your circumstances
Provide periodic reports to investors/lenders
Keystone Financial Services (‘KFS’) works with your accountant to clean up historical accounting records and prepare your books for a transaction or a financing round. We make sure that your financial statements are GAAP-compliant, and present your business in the most favorable light for lender’s review or acquirer’s due diligence.
Funding is only the beginning of your relationship with your lenders or investors. Weekly draw requests, monthly financial statements, and collateral statements, are only a few examples of the periodic reports the lender/investor will require. KFS provides its clients with ongoing loan support. We handle investor relations, or banking relations, so that you can focus on your core business.
