Late Stage
Yearly
Mandate
FIFTK Office provides a full-scale financial management service, addressing all your Strategic Finance needs. It encompasses Financial Planning & Analytics, Equity Management, and Financial Transaction support.
Specifically tailored to shareholder needs, the service offers top-notch financial transparency and strategic visibility on key topics like value creation, fundraising, and ownership.
Develop strategies and systems that actively engage financial partners.
Consistently meet and surpass expectations from demanding stakeholders.
Protect, grow, and monetize shareholder's equity.
Understand the details of your business through advanced analytics.
Most CFOs, whether they're in-house or outsourced, often have backgrounds in accounting and operational finance.
As a result, they often lack exposure to the strategic finance expertise commonly acquired in fields like Investment Banking, Private Equity or Venture Capital.
Likewise, they might not feel too confident with data analytics, which is actually a pretty big deal to understand the details of a business and meet transparency requirements.
FIFTK Office fills this gap.
Professional FP&A that elevates your understanding of your business and your capacity to forecast it credibly.
Scalable Model: Develop a solid financial framework with the appropriate metadata to structure your business and create scalable models.
Robust Theory: Data is only available about the past; To plan and build the future, you need a robust and comprehensive theory.
Consistent Forecasts: Ensure your metrics and forecasts align seamlessly with your actual data, market trends, business strategy, and financial capabilities.
Financial Intelligence: Progress toward financial intelligence by harnessing advanced data analytics and interactive visualizations.
Compelling Narratives: Craft engaging economic and financial narratives that resonate with your team and stakeholders, gaining their support and trust.
Robust and continuous equity management optimizes ownership for different shareholder groups, aligning with the risks they undertake.
Valuation Roadmap: Create a strategic plan with clear milestones to increase equity in line with shareholder expectations and liquidity goals.
Valuation System: Establish and implement a system to assess the market value of your business as it grows.
Regular Measurement: Regularly gauge the market value of your equity, enabling effective financial marketing and market timing.
Optimized Dilution: Strategically manage your Cap Table to simulate and optimize dilution scenarios, both in the short-term (entry) and long-term (exit).
Equity Reward: Ensure equitable compensation for all stakeholders, including key employees, based on the value they bring to the table.
Strategic financial planning, targeting, and preparation to enhance your chances of successful fundraising.
Investor Readiness: Prepare documentation and communication strategies to effectively engage investors and financial partners.
Feedback Loop: Collect and analyze investors' feedback, leverage it to improve your business's attractiveness.
Transactional Workflow: Structure the appropriate equity or debt instruments, draft a term sheet, use it to negotiate and close a deal.
Liquidity Events: Plan, negotiate, and implement cash-out or exit strategies in alignment with each stakeholder's constraints.
Build-up Growth: Monitor Mergers & Acquisitions opportunities and accelerate your growth through build-up strategies.
Your in-house CFO manages operational finance and related day-to-day workflows. FIFTK Office can seamlessly extend this resource by providing a complementary analytical and strategic layer.
* Note that FIFTK does not provide accounting or operational finance services.
Ensure legal compliance with proper accounting and use FIFTK Office to establish strong foundations that will grow your equity -organically or through fundraising. To qualify, the company needs at least CHF 1 million in revenue or funding equivalent.
* Note that FIFTK does not provide accounting or operational finance services.
Investing time is not the same as investing money. They come with different risks, priorities, and interests.
This difference often results in a 'principal-agent problem,' where investors (the principals) rely on founders (the agents) to get things done.
If there is misalignment, misinformation, or mistrust between them, the company is at risk of internal conflicts, down round or even bankruptcy.
FIFTK Office helps reduce this risk.
Pat has a decade of experience in strategic finance and private equity, having worked with renowned institutions like Rothschild & Cie, Close Brothers, and SFF Financial Services in both France and Switzerland. Over the next ten years, he supported over 300 SMEs, including startups, growing businesses, and industrial companies. Pat holds economics degrees from Sorbonne and Dauphine universities, along with a master's in finance from HEC Paris.
This service is for companies with annual revenues or initial funding of at least CHF 1 million, and shareholders facing strategic challenges such as transparency, funding, or bootstrapping.
FIFTK Office primarily caters to shareholders who may transition between buy-side (investing) and sell-side (divesting). The key focus is harmonizing potential conflicting interests between investors and founders, minimizing human bias, and ensuring the sustainability of the business.
First, we'll have a discussion to determine if FIFTK Office is the right fit for your needs. Then, subscribing is straightforward - no administrative hassle nor hiring complexities. You delegate your strategic finance to us, and we handle the rest, ensuring a clear path to meeting your key stakeholders' expectations.
No, we don't. We recommend hiring a reputable accounting firm to establish a strong foundation. We also do not offer legal or tax services. For tasks like controlling or cash management, it's advisable to have an in-house controller when needed.
No, first it has a specific focus on Strategic Finance. Second, we lead the process, evaluating necessary tasks, aligning with you, and executing based on a timeline. This approach helps manage workload and schedules, ensuring alignment with the company's and shareholders' best interests.
Absolutely. If you're in discussions with potential investors, you can mention FIFTK Office as a guarantee of your commitment to financial transparency. This endorsement is likely to instill confidence in your investors and improve your chances of fundraising. Feel free to get in touch while you're engaging with investors, so we can help you make FIFTK Office your unfair advantage.
While we don't directly connect you with investors, we assist in building a buyers' list of potential partners who have public profiles or websites. We generally do not undertake fundraising mandates, but in exceptional cases, it can be part of a paid add-on service with a commission fee.
Absolutely, we collaborate with investors seeking financial transparency, experts seeking synergies with their own activities or technology partners. If you're interested in exploring potential collaborations, don't hesitate to reach out for a discussion.