Data Room Management
A data room is a shareable online repository of any and all files that will be required in the due diligence process when raising capital or selling your company.
Outsourced CFO Services
Venture First believes that every company needs a talented CFO and analyst capabilities. Some companies need multiple people in each of these roles; some need a fraction. Venture First serves as an outsourced CFO, offering an ongoing partnership to provide fractional services at a high level.
Effective outsourced CFO consulting services enable both management and potential investors alike to develop a clear understanding of where the business is headed and what the respective capital needs will be at various points of its plan. Through world-class financial leadership and outstanding analytics, Venture First’s outsourced CFO services effectively assist entrepreneurial client companies throughout their development life cycle to achieve market-leading results. Our teams seamlessly integrate with management teams to provide turn-key solutions that scale with your company.
How We Help
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.
Real-Time KPI Scorecards
A KPI scorecard helps translate a company’s objectives into concrete and actionable performance metrics.
Board & Shareholder Materials & Communication
Venture First helps client companies maintain clear communication with their investors and board members.
“We wouldn’t be where we are today if it weren’t for Venture First. They sharpened our financial focus and built the internal structure we needed to prepare us for the next phase of growth.”
—Brad Cummings, CEO
“Venture First and their brilliant team provided both the financial and strategic leadership for Aperity’s next amazing chapters in life.”
—John Madalon, CEO
