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How to Prepare Your Integrated Financial Plan for Investors

 
  Mark S. Becker, Partner, CFO Edge, LLC  
   
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  Article Summary  
Persuasively demonstrating growth prospects and potential for high ROI attract venture capital, and your probability of closing a venture deal increases in proportion to how thoroughly you prepare your integrated financial plan for investors.

Your balance sheet, cash flow statement, income statement and supporting financial information - essentially reporting on all financial areas of your business - are contained in your integrated financial plan.

Plans that proactively address investor concerns, identify key strengths, and update projections with current results enhance investor presentations.

And well-prepared integrated financial plans are not just for potential investors. They are valuable operational tools for the current management team.

A provider of outsourced CFO services brings authoritative expertise in preparing integrated financial plans for venture capital firms and other types of investors.

For example, a professional CFO knows what an integrated financial plan should include and what elements should be emphasized to help investors see how they can obtain return on their investments.

  Open as PDF Open the entire article as a downloadable PDF (No form completion is requested.)  
     
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