Boost your portfolio's value with efficient management, from its inception to strategic growth
Leverage our experience working with over 100 accelerators and
international funds
Train your portfolio teams in startup financial management
Conduct comprehensive financial and legal due diligence for your
next investments
Provide unified reporting for all startups in your portfolio
Our services focus on three core areas: specialized training in startup finance, due diligence for confident investment evaluations, and unified reporting offering clear and comprehensive financial insights. With our expertise, we position ourselves as a key partner for funds seeking transparency and control at every stage of the investment process.
Our services focus on three core areas: specialized training in startup finance, due diligence for confident investment evaluations, and unified reporting offering clear and comprehensive financial insights.
01
Training
We offer training for startups and investment teams with a practical, tailored approach. Our sessions cover topics such as financial strategy design, business plan development, and reporting and forecasting, always aiming to maximize portfolio development impact.
We prepare startups to tackle funding rounds, implement best financial practices, and optimize their operational and strategic management.
We equip teams with tools and knowledge to deeply analyze startups, improving decision-making and investment returns.
We design personalized sessions to address each startup’s specific challenges and guide them toward their financial and strategic goals.
We conduct in-depth analyses of financial and legal areas to ensure a comprehensive evaluation of each investment opportunity. Our approach provides a full understanding of the risks and potential of each project.
We assess revenue, margins, cash flow, and business metrics, transforming them into actionable insights for the fund and offering a clear view of the startup’s financial health.
We analyze key legal aspects, including corporate, tax, and intellectual property matters, ensuring startups comply with necessary regulations to support growth and investment.
02
Due Diligence
03
Unified reporting
We centralize financial and operational portfolio information into a single reporting system, providing clarity and efficiency. Our approach empowers funds to make strategic decisions based on reliable data.
We consolidate existing startup reporting, delivering updated information without adding operational burden.
We identify key risks and improvement areas in financial performance, ensuring efficient portfolio management.
We evaluate data consistency and offer recommendations based on our experience with over 300 startups.
received in fundraising by The Startup CFO clients
received in both public funding and R&D tax savings
clients
countries
At The Startup CFO, we leverage our experience with over 300 tech startups, supporting VCs at every stage of the investment process—from due diligence to specialized training for your teams—ensuring stronger and more strategic operations.
We can help you strengthen the financial capabilities of the startups in your portfolio through customized webinars and training for your team. This will enable you to identify improvement areas and optimize their performance. Additionally, we can implement professional reporting starting from the due diligence process, ensuring clear and structured metrics in a format specifically designed for investment funds.
Integrate specialized training and tailored mentoring delivered by experts with experience working with top-tier fund-backed startups. We can design and structure your program from start to finish, adapting it to the specific needs of your startups and ensuring a practical and effective approach.
Yes, both options are available. We can organize group webinars or individual sessions tailored to a startup’s specific needs, either as a standalone service or as part of a broader support program.
Our financial team has experience working with over 300 startups backed by top-tier funds. In the legal area, we have specialized lawyers with backgrounds in prestigious firms, covering key areas such as corporate law, taxation, labor law, and intellectual property. This ensures a comprehensive and detailed analysis during the due diligence process.
No, we fully adapt to the investor’s needs and the characteristics of the target company. While the estimated timeframe is typically one month, we adjust the scope and timelines based on each case.
No, we rely on the existing reporting from the startups, ensuring that we consolidate and present the metrics professionally and consistently, with a standardized approach tailored to the fund’s requirements.
Yes, we always provide detailed feedback on the business’s financial performance, as well as on the consistency and quality of the reporting delivered. This ensures both the fund and the startups receive clear, actionable information.
The frequency is determined by the fund, but we recommend monthly reporting to ensure more exhaustive monitoring. Our team ensures timely and complete reporting, providing peace of mind to the investor at every stage of the process.
Our external CFO service can elevate your startup’s financial and strategic management. Send us a message, and we’ll get back to you as soon as possible to schedule a meeting and explore how we can help.
C. de Orense, 12, 1º 4,
28020 Madrid
699 14 17 49
C. de Orense, 12, 1º 4,
28020
Vía Augusta, 74, Gràcia
08006
