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Services

SummitView Consulting provides CFO consultancy to early and growth stage businesses. Whether its for a one-time project or ongoing CFO support, we understand the needs of entrepreneurs and advise on their company's most important strategic and financial matters, providing services which include:

Growth

  • Financial model and business plan creation

  • Guidance on building the finance team

  • Budgeting and cashflow management

  • Financial reporting and analysis

  • Business partnering to support growth

  • Geographic expansion

  • Audit support

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Fundraising

  • Preparation of investment materials and pitch deck

  • Managing the fundraising process (Seed, Series A, and beyond)

  • Investor outreach

  • Data room preparation; due diligence support

  • Term sheet negotiation

  • Cap table management

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