Case Study

How CFO Services Helped EquiLottery Win Big

The Need


The Story

Services Utilized

Cap Table Management

A capitalization table, often called a cap table, is a detailed spreadsheet that displays all ownership interests of a company. It shows how shareholder’s equity changes over time with different scenarios.

Dynamic Budgeting & Forecasting

Financial models combine historical company performances, market data, and assumptions about the future to forecast everything from capital needs to hiring plans.

Monthly Financial Reviews

Venture First holds monthly meetings with clients where we discuss the previous month’s financial performance and refresh the forecast. Depending on what stage our client is in, we will adjust our meeting deliverables appropriately.

Board & Shareholder Materials & Communication

Venture First helps client companies maintain clear communication with their investors and board members.

Equity & Debt Capital Structuring

EquiLottery CEO Brad Cummings

—Brad Cummings, CEO

The Team Behind It

Build something exceptional.

Work with exceptional people.