KFSI Advisory
Fundraising
Capital Fundraising (Debt & Equity)
Professional CFO is essential for successful fundraising – both equity and debt. Lenders are more likely to extend credit to businesses with experienced CFO for three reasons:
Keystone Financial Services, Inc. (‘KFSI’) CFOs support you throughout the life of the loan:
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 lenders to solicit loans and receive credit offers
- Negotiate borrowing terms as your CFO
- Assist you in selecting the best loan for your circumstances
- Provide periodic reports to lender
- Maintain your banking relations
KFSI CFOs have experience securing Commercial and Industrial (C&I) loans for working capital, equipment, acquisition, and other business purposes.
Accounting Clean Up
KFSI 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.
Investor Relations
The closing and funding of a loan is only the beginning of your relationship with your lenders and/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. KFSI provides its clients with ongoing, comprehensive support throughout the life of the loan. We handle all lender’s relationships, so that you can focus on your core business.