Preparation for additional investment
Having successfully brought their medical devices product to market, this client required expert help to prepare for investment. Our Fractional CFO professionalised the finance function, gave the board and their existing investor confidence in the numbers and the growth strategy and secured an additional cash injection.
Find out moreSupport from early-stage to exit
Appointed by a software company with customers worldwide to support growth from early-stage to a strong valuation and successful exit. Over two decades, we have been engaged to develop international, reporting and transfer pricing structures, protect the group’s IPs and trademarks, handle acquisitions and develop and implement a share option scheme.
Reduce time to receipt of payment
A global data transformation consultancy wanted to reduce working capital in the business. To do this, they needed to analyse global revenue by region, line of business and resource at a very granular level. Through a PowerBI dashboard, this client is not able to view the entire working capital cycle to enable them to reduce the time between completion of work to receipt of payment.
Find out more
Transition to established business
Our part-time FD supported their transition from a start-up to an established business. They’ve implemented the appropriate business structure and established a business planning process, as well as introduced tax planning. This client now has a foundation for growth with improved cash flow management and informed decision-making through better management information.
CFO creates compliant finance function
A €30bn revenue European logistics company wanted to expand to the UK, but its finance function lacked knowledge of the UK financial landscape. It needed a combination of CFO support and accounting services to provide all aspects of UK finance, governance, regulations, compliance, and tax. A fractional CFO unblocked a UK tax issue and established a cost-effective and compliant finance function.
Upskilling Financial Controller to CFO
iFD was instructed by an educational management business to provide FD mentoring to upskill the current Financial Controller to Finance Director. The business was going through rapid growth and would expand considerably within the next three years. An iFD CFO with experience in mentoring and the education sector
Improving cash collection process
The EMEA division of a big data consultancy wanted to improve its cash collection process by forecasting cash receipts using historical payment patterns and invoicing system data blended with knowledge from the credit control team. A visual Power BI dashboard gave them greater visibility of amounts available for early payment if required to meet cash collection forecasts.
PE-backed acquisition advice and support
Whilst this business consultancy had supported their own clients through many acquisitions and exits, they hadn’t been through the process themselves. This case study presents a unique view of the transaction from the target, acquirer and investor’s perspective.
Find out moreA compelling story for investment
Ready for more investment, this defence sector start-up wanted support from a Fractional CFO to develop the 5-year business plan, financial models and a financial forecast, which would promote a compelling story for investment. Additionally, their investors needed a clearer understanding of their cash flow, where they were on their cash runway and a prediction of when the money would run out.
Find out moreManufacturer prepared for £3m fundraise
This rapidly growing manufacturer with a burgeoning Asia operation wanted a Fractional CFO with manufacturing experience and first-hand experience in fundraising. They validated the business plan, agreed on the investment strategy with stakeholders, developed the pitch deck, approached investors and managed the process. The client received an offer from a Top 4 UK PE Firm.
Mentoring for recently promoted CFO
This technology services newly promoted CFO approached iFD for mentoring and coaching. While they had been in the business for some time, they wanted an experienced hand to help them transition into this leadership role, evolve the finance function into the high-performing team required to achieve the company’s growth ambitions and help with an extensive ‘to-do’ list.
Find out moreMentoring for promoted Head of Finance
The Head of Finance for a rapidly growing £18m turnover construction company, recently promoted to Finance Director, needed an experienced hand to help them transition to this leadership role, manage an extensive ‘to-do’ list, and implement effective management reporting. An iFD CFO with construction sector experience was available to support them.