Founder and investor friendly financial strategy. NED, Portfolio CFO
In simple terms, what do I do?
I ensure founders and investors set off in the right direction to maximise their chances of reaching personal and corporate objectives. I make sure that they proceed together at pace, without breaking anything or anyone irreplaceable on the way. If they hit a block, I can help them turnaround and refocus with renewed energy.
I can find the best available financial strategies and then get things started and moving fast from a library of proven answers, technologies, methods and a network of top-quality contacts.
Then I work with the executives and investors to ensure the financial support functions at the right level, and that cash is delivered at the right time to balance risk, growth, and returns. That means understanding the exit objective and pathway, as well as the valuation model and scenario plans from both sides (investable and company).
- Delivering financial rewards to founders and investors is always a balancing act, but all parties benefit if the finance function is committed to supporting the same plan.
What’s in the box
A creative, general-purpose problem solver providing “sheer intellectual horsepower” (that’s a client quote). Serious depth of analysis and rigour in following the (quantitative) evidence. Technology savviness and an understanding of what technology can and cannot do. I won’t be the smartest person in the room, but I hope to make everybody else smarter. Some people call it “IT moxie and data foo added to EQ and common sense”. Unlike many accountants, I also have a tiny smattering of creativity. I am broadly and deeply connected in media, finance, politics and technology. With effort I can be presentable at the highest levels of business and government.
Extensive commercial experience and a powerful operational skillset at Chair, CEO and CFO level help me empathise with boards. Board can use my solid theoretical and strategic analysis skills, deep and powerful analytical skills, all underpinned by a pragmatic understanding of professional finance, compliance, regulation and best practice. Good HR and team building skills, based on practical experience of teams and a broad and deep personal network ensure I bring the right people to the right table.
- While the team moves forwards, I help the team navigate around obstacles and open doors. If there is an answer, or a person, or a resource we need? I can normally find it.
Drivers and motivators
Solving complex problems for founders and investors is what gets me out of bed. I enjoy turning potential failure into success and making something out of nothing. Carrying a preference for capital gains over short term rewards means I align with executives and investors quickly. I am a strong believer in creating empowered teams that don’t need (or create their own) leaders and am committed to the values of democracy, inclusion, collaboration, diversity, social impact and ecological sustainability. I remain convinced that companies are more sustainable, more rewarding, and easier to run if they do good rather than evil.
- Wherever possible, I try to give more than I take, and leave things better than I found them.
Can I prove this?
As CFO, took a start-up from £0 to £82m revenue in 30 months. Wealth managers, ultra-wealth individuals and international corporates have used my skills to solve their problems successfully. I took a group of nerds and released a No.1 Computer Game into a tough market. I’ve been interim CFO on a dual listed (AIM/NASDAQ) company, and several VC and PE financed growth companies. On a project basis, I’ve resolved a problem with 3,000 suppliers and 30m invoices that had defeated two previous teams. I’ve helped the World Bank, HSBC, and a Spanish merchant bank, each recover £millions of stolen cash. I probably learned as much from a business that crashed into the ground 4 years after raising £3m and watching a promising technology fail for want of capital. I have a sound professional attitude after 13 years of training at Deloitte helping me put 18 years of business learning into context.
What is the quickest way to learn more?
Contact details are in the first paragraph. There are three things I can do today to help immediately:
- short telephone call to understand your objectives – free
- one hour meeting to learn more and establish what is needed – £250
- two hour “mini review” of start-ups – £750
- full day workshop on fund raising strategy for growing companies – £2,000
- 4 half day sessions on fund raising for larger companies with debt and equity – £3,000