Efincatalyst (CFO | Fundraising | NetSuite | FathomHQ | PowerBI | Financial Modeling | QBO | Pitch Decks)

We are Virtual CFO solutions providers supporting Startups and Businesses in growth consulting and investor fundraising. We have domain expertise in the following:

=> Business Plans
=> Financial Models
=> Valuations
=> Startup Consulting
=> Excel Modeling
=> Pitch Decks
=> SaaS Support
=> FP&A
=> Cash Management
=> Accounting and Financial Reporting

Just doing a deep dive where we are seeing a lot of our clients ask for support:

CFO Tech and Automation:

1. Business Intelligence- Visualizations / Dashboards / MIS (PowerBI, Tableau, FathomHQ, Gsheets)
2. Automation (Full ETL, Rippling, Python, REST APIs, Zapier, G-Accon)
3. Integrations (CRM, ERP, Payment Gateways, HRMS, BI Tools etc)

Accounting and Controller

1. ERP and Accounting Implementation + Maintenance (NetSuite, QBO, Xero, Zoho, Sage QBD etc)
2. AR/AP, Invoicing, Payroll, Reconciliation (Bill.com, Chargebee, Gusto, Justworks, ADP etc)
3. Monthly Reporting and Closing (PNL, BS, CF, MIS updation)
4. Staffing Support (Cost Optimization, Outsourcing)

Team Size: 100+

Team Composition: MBA, MS, CFA, CA/CPA.

Alumni- Big 4 Consulting Majors

Software Stack: MS Excel, Google Sheet, Tableau, PowerBI, QuickBooks, Xero, Adaptive Insights, Workday, Netsuite, Zoho Books, Zoho Analytics, Fathom

Timings: 70% of our clients are in the US and Canadian market, so we have atleast 3-4 hours of overlap with Pacific time.

Agreements: We are happy to sign a NDA.

Client Profile: - We don't only work with Founders and CFOs but also Frac CFOs, Investment Bankers, Angel Investors, CPA firms, Management Consultants and Lawyers. We are white label partner of 50+ such firms.

Case Study:

1. Fractional CFO Services for a Family-Owned Manufacturing Business

Client Profile: A family-owned manufacturing company seeking strategic financial guidance.

Challenges: