How to Prepare Your Integrated Financial Plan for Investors

How to Prepare Your Integrated Financial Plan for InvestorsThis week’s article is by Mark S. Becker, Partner, CFO Edge, LLC.

Demonstrating growth prospects and potential for high ROI attracts venture capital, and your probability of closing a venture deal increases in proportion to how thoroughly you prepare your integrated financial plan for investors.

Your balance sheet, cash flow statement, income statement and supporting financial information – essentially reporting on all financial areas of your business – are contained in your integrated financial plan.

Discussed in this week’s full PDF…

How to Prepare Your Integrated Financial Plan for Investors

…is how plans that address investor concerns, identify key strengths, and update projections with current results enhance investor presentations.

And well-prepared integrated financial plans are not just for potential investors. They are valuable operational tools for the current management team.

Los Angeles and Southern California may be interested in talking with a provider of outsourced CFO services who brings expertise in preparing integrated financial plans for venture capital firms and other types of investors.

For example, a professional CFO knows what an integrated financial plan should include and what elements should be emphasized to help investors see how they can obtain return on their investments.

This entry was posted in CFO Services, Equity Financing, Financial Planning & Analysis (FP&A), Financial Reporting, Financial Statements, Financing Presentations, Investor Presentations, Los Angeles and tagged , , , , , , , , , , , . Bookmark the permalink.

Leave a Reply

Your email address will not be published. Required fields are marked *