Are you a business that is thinking about embarking on a capital raise and need some tools and strategic advice outlining what is involved?
This suite of services is designed to help the executive management team achieve specific goals and objectives. We have worked with some incredibly smart engineers, scientists & salespersons who simply don’t have the administrative or financial experience to meet their overall corporate administrative objectives.
We can help by providing the following services:
✔︎ Ongoing financial advice and business strategy
✔︎ Business plan preparation
✔︎ Financial forecast model development
✔︎ Investment readiness review and preparation
✔︎ Capital raising coaching and advice
✔︎ Refining your pitch for investors
✔︎ Grant and loan applications
✔︎ Preparation of capitalization tables
✔︎ Coordination of quarterly & year-end accounting and taxation work
✔︎ Going public – assistance and advice
✔︎ Establish corporate governance frameworks
✔︎ Establish regular investor reporting documents
✔︎ Operational and risk management reviews
✔︎ Internal audit procedures
✔︎ Policy and procedures development
✔︎ Business writing
✔︎ Other corporate services
OUR CUSTOMER STORIES
Testimonials
New Brunswick Innovation Foundation
“We have observed Lynda and her work with several of our portfolio companies over the years. Lynda’s financial forecasting skills are some of the best we have seen. Lynda also has an excellent understanding of the investment process and her work guiding some of our portfolio companies through our due diligence process makes our job investing venture capital much easier. Lynda is very personable and has the ability to garner trust immediately. We would recommend Lynda to anyone seeking start-up financial services.”