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Our Services

Prepare for investment & funding

Not sure what type of funding you need, how to go about the investment process or make your business attractive to the right investors? Speak to us today.

Let’s talk
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Our Offer
Our network of financial experts will help you confidently raise capital for your business.
Investment Readiness
Precision

Whether you're raising a seed round, Series A, or growth capital (debt), investors want to see airtight financials, realistic forecasts, and robust models.

  • Types of Funding – Equity or Debt?
  • Financials & Projections
  • Spending Plan & Burn Rate
Pitch Decks
Preparation

Getting your numbers right is very important, but can you use them to tell a compelling, well-articulated story to your potential investors?

  • Crunching the Numbers
  • Meeting Preparation & Involvement
  • Storytelling
Investor Relations
Proactive

Our fractional FDs and CFOs will help you own the financial narrative and effectively communicate with investors, keeping them informed and reassured.

  • Preparing your Answers
  • Proactive Communication
  • Building Trust
What our Clients have to say
We needed someone to provide a steer on things financially. Someone to help with housekeeping, getting registrations in order, setting up payroll, applying for certain tax incentives and ensuring we are an attractive, investable start up.

Shane Simms

Founder

OTUA

Read Client Story
Expertise
Meet
Thomas

Thomas helps businesses achieve exceptional growth and increased profitability through investment support and improved operational processes.

Meet
Thomas

Thomas

CFO

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