How we handle capital raising
Readiness review
Clean up historical accounts, the cap table and key contracts. Identify red flags before investors do.
Model and narrative
Three-statement model, unit economics, scenarios and a use-of-funds that ties to milestones.
Data room
Financials, KPIs, contracts, IP, tax and corporate records, organised the way investors expect.
Investor process
Q&A, model walk-throughs and due diligence requests handled by your CFO.
Close and report
Post-close reporting cadence, covenants and investor updates.
Run your numbers
Who leads the work
One of our Australian CPA partners owns your relationship, leads board and investor conversations, and signs off the advice that matters.
Experienced CFOs and analysts with Big Four and Fortune 500 backgrounds build your forecasts, reporting and models, working to Australian business hours.
Connects to your accounting software and watches cash, margin, debtors and KPIs every day. It answers questions 24/7 and flags risks before month-end.
Mark O'Sullivan, CPA
Senior leadership roles at PwC, EY and Andersen. Works with clients across Australia, by video and in person by arrangement.
Pricing
Situation-specific work, such as a raise, sale preparation or turnaround, is usually scoped as a fixed-fee project, often alongside an ongoing CFO plan.
AI CFO Essentials
For owner-led businesses that need forward-looking numbers now.
- CFOAvatar AI CFO connected to your accounting software (Xero, MYOB, QuickBooks, NetSuite and others)
- Live dashboard: cash, margin, debtors, KPIs
- Rolling 13-week cash flow forecast
- Monthly CFO-reviewed management report
- Monthly review call with a senior CFO
- Ask CFOAvatar 24/7
Fractional CFO
A named CFO embedded in your business for set days each month.
- Everything in Essentials
- Budget, 3-way forecast and scenario models
- Board pack and attendance at board meetings
- Bank and lender reporting
- Pricing, margin and cost programs
- Australian CPA partner oversight
Strategic & Interim CFO
Capital raising, exit, turnaround or interim cover.
- Capital raising and investor data room
- Exit readiness and vendor due diligence
- Turnaround and ATO or lender negotiations
- Interim CFO cover during recruitment or leave
- Fixed fee or milestone pricing
Prices in AUD, exclusive of any applicable taxes. Start risk-free: if you're not satisfied in the first two weeks, you don't pay. No long lock-in contracts.
Frequently asked questions
How much should I raise?
Enough for 18–24 months of runway to the next value milestone, plus a 20% buffer. Your model should show what each milestone needs.
What do investors look for in financials?
Clean historicals, credible assumptions, unit economics that improve with scale, and a team that knows its numbers.
Do I need audited accounts to raise?
Not always for early rounds, but reviewed or audit-ready accounts speed up due diligence. Later rounds and certain investors may require audit.
Can you introduce us to investors?
Our focus is making you investor-ready and supporting the process. Investor introductions depend on fit and are made where appropriate.