FINANCIAL SERVICES FOR STARTUPS AND EARLY STAGE BUSINESSES​​​​​​​​​​​​​​​​​​​​​

Assessment Services

Assessment Services

Capital-Investor Readiness Assessment

Going out for capital at any stage of business requires a certain level of readiness. Whether that be a…

– Friends & Family Round​​​​​​​​​​​​​​

– ​​​​​​​Seed Round

– Series Seed Round

– Bridge Round

– Series A Round

– Series B and beyond…

Typically, the larger the amount being raised, the greater level of readiness that is needed to affect a closing. TCAhub is here to support your company to be ready for whatever level of due diligence you might likely face. Key areas of a readiness review focus on:

– Entity Structure and Compliance

– Intellectual Property

– Tax Filings

– Financial Statements

– Financial Model

– Business Plan

– Brand Identity

– Presentation Materials

– Virtual Data Room

– Assemblage

Financial & Accounting Needs Assessment

Sometimes it’s important to garner an outside perspective as to how effective certain functions are running at a company or within an ecosystem.

 

Is your company preparing for its first or next round of capital?

 

Does your incubator or accelerator want an outside perspective of where a portfolio company might need bolstering?

 

Are you an angel or impact investor wanting some additional due diligence to determine how tight a prospective company runs its ship?

 

If the answer is yes to any of the above questions, then you might want to consider engaging TCAhub to conduct a financial & accounting needs assessment where the TCAhub will come in to determine the soundness of a company’s financial and accounting infrastructure including:

– Governance & Compliance Structures

– Capital Structures-

– Policies & Procedures

– Financial Reporting

– Managerial Reporting

Third-Party Valuation Services

We are living in a financial world where sound valuation practices are not an option, but rather a necessity. Whether an entrepreneur or investor, there may come a time when garnering an independent third-party valuation on a particular investment may be desired, requested or required. Depending on the transaction type or business model involved, establishing the appropriate due diligence and valuation methodology will be required to get started. TCAhub can augment or support your fiduciaries or valuation committee, providing key independent perspectives or leading the process from an outside perspective. Third-party opinions can be offered for:

 

– Business Sale or Purchase

– Partner Buy/Sell Agreements

– Partnership Dissolution

 

…and may utilize:

 

– Asset Based Approaches

– Income Based Approaches

– Market Comparison Based Approaches