Raise, buy and sell with a CFO at the table.
Deals are won and lost in the numbers. Because AiCFO already runs your books, model and reporting, your data room is ready before the first meeting, and the person defending the numbers is the person who built them.
Everything an investor asks for, already built.
Whether it's a monthly update or a full diligence request, the package comes from the same closed books. Here is what's in it.
Monthly and quarterly
- Investor update with KPIs and narrative
- Management accounts and variance commentary
- Cash, burn and runway
- Hiring plan versus actuals
- Portfolio portal and template submissions
Fundraising pack
- Three-statement model and use of funds
- Cohort, retention and unit economics
- Revenue quality and ARR bridge
- Pricing and gross margin analysis
- Scenario cases: base, upside, downside
Diligence data room
- Indexed financial, legal and HR folders
- Monthly financials back to inception
- Customer contracts and revenue schedules
- Cap table and equity history
- Q&A log with owners and status
A raise run like a process, not a scramble.
Equity or debt, we run the finance workstream end to end. Agents handle the volume of models, documents and questions. Your CFO handles the story, the valuation and the negotiation.
- Weeks 1–2
Prepare
Close the books, build the model and use of funds, set the valuation case.
- Weeks 2–4
Package
Data room, metrics pack and the financial pages of your deck.
- Weeks 4–10
Market
Investor meetings, pipeline tracking and overnight answers to every question.
- Weeks 8–14
Diligence
Confirmatory diligence managed through one Q&A log.
- Weeks 12–16
Close
Term sheet comparison, closing funds flow and post-close reporting set up.
Buy-side and sell-side, represented by people who know your numbers.
We work alongside your bankers and lawyers on the financial side of a deal: analysis, diligence, valuation support and representation in the room.
Acquire with conviction
- ScreenTargets scored against your criteria and financial profile
- DiligenceQuality of earnings, working capital and revenue quality
- ValueValuation range, synergies, accretion and structure
- NegotiateYour CFO represents you on price, earn-outs and adjustments
- IntegrateDay-one finance integration and a 100-day plan
Exit at full value
- ReadySell-side QoE, normalised EBITDA and clean-up of known issues
- PackageCIM financials, management case and data room
- PresentYour CFO presents finance in management meetings
- DefendBuyer diligence answered fast, with one consistent set of numbers
- CloseWorking capital peg, closing statements and funds flow
Diligence questions answered overnight, every time.
In a live process, the questions keep coming. Agents draft answers from your ledger and contracts with sources attached, overnight. Your CFO reviews and approves each answer before it goes to the other side.
Diligence Q&A log
38 of 41 answered| # | Request | Status |
|---|---|---|
| 37 | Customer concentration, top 20 by ARR | Approved |
| 38 | Deferred revenue roll-forward FY25 | Approved |
| 39 | Capitalised software policy | CFO review |
| 40 | Net revenue retention by cohort | Agent drafting |
| 41 | Normalised EBITDA adjustments | CFO review |
Illustrative example
See your numbers the way a CFO does.
Read-only access in. A written review of your books, cash and top risks out, within seven days.