Financial model
- Deliverables
- Revenue, expenses, recruitment and cash flow connected to project assumptions.
- Decisions it supports
- Identify the financing requirement.
Iter Advisors · Preparing a transaction
Fundraising financial preparation
Explained assumptions. A coherent financial pack.
The CFO translates your project into financial scenarios and organises the data investors expect. The business leader presents the project; finding investors is a separate assignment.
An initial conversation to understand your situation and next steps.
Do these situations sound familiar?
This support covers financial preparation and follow-up. The model, scenarios and data room explain figures and uncertainties. The engagement guarantees neither funds raised, valuation nor a closing date.
- Your project needs to be translated into a financing requirement.
- Figures differ between the model, reporting and investor file.
- Financial questions take up team time without coordination.
What you receive
Deliverables are agreed during scoping, according to your priorities and available data.
Financial data room
- Deliverables
- Organised documents and figures reconciled to the accounts.
- Decisions it supports
- Make review and checks easier.
Financial answers
- Deliverables
- Tracking questions and material prepared with the team.
- Decisions it supports
- Maintain consistent information throughout discussions.
A documented engagement: SolarMente
Strategic finance leadership and management of the finance function. Series B financial preparation: multiple-scenario modelling with decision triggers, data room, coordination of due diligence, valuation and term sheet negotiations. Execution of the Eltex acquisition in 2024, from sourcing to finance integration. Integration of Stripe, Payhawk, PayFit and Vuala. Weekly involvement and participation in management committees and board meetings.
Manage an international Series B in an unstable regulatory and macroeconomic environment, while also pursuing an acquisition and building a finance function that did not yet exist at this scale.
Read the case and its scopeHow we work together
1. Scope preparation
Clarify the stage, deadlines, available data and people involved.
2. Build the file
Document assumptions, reconcile figures and organise financial documents.
3. Support discussions
Prepare answers and update scenarios; organise post-transaction reporting if included.
CFO, business leader and fundraising adviser: complementary roles
The business leader presents the project and decides on acceptable terms. The CFO prepares and explains figures. An appointed fundraising adviser may search for and approach investors under a separate agreement.
Potential introductions, communication and responsibilities are agreed during scoping. Legal and tax matters are reviewed by relevant advisers within their own engagements.
How this fits within a Fractional CFO engagementDefine the scope before the quote.
The quote depends on model maturity, data, entities and expected communication. It specifies deliverables and the working calendar. Financing timing also depends on investors and negotiations.
View CFO pricingFAQ: fundraising preparation
Do you act as fundraising advisers?
The service described here covers financial preparation and follow-up. Investor sourcing is handled by the business leader or an appointed fundraising adviser. Potential introductions are agreed during scoping.
What should we prepare for the first conversation?
Available accounts and reporting, cash balances, debt schedules and project assumptions. Secure sharing arrangements are agreed afterwards.
Does support continue after the funding round?
If included in the assignment, support can cover budget updates, cash monitoring and investor reporting.
Which decision or deadline are you preparing for?
Describe your needs, current organisation and calendar. We will identify useful work together.
Describe my needs