We understand the pace that investors expect from CFO services
Get the financial expertise to gain confidence in the financial data delivered by your portfolio company with our CFO services.
Our CFO services help institutional investors and family offices push the accelerate-button in their portfolio company’s finance function
As an experienced investment professional you have a clear investment hypothesis, and you know that a solid finance function is key to delivering on it. Clearly, you or your operations team often have the knowledge how a state-of-the-art finance function has to look. Often, playbooks outline what it needs to deliver. However, existing teams at your portfolio company may need additional help to develop the necessary sense of urgency and commitment to quality you need.
This is where our CFO services tailored to meet the unique needs of professional investors may come in handy. To be specific, our ongoing support is designed to help your portfolio company navigate the complexities of financial management and push the organization to the next level, so it can focus on growing its business and delivering results.
What we offer to drive value
While our Scope of Work for you is a tailored offering from our full range of CFO services, for portfolio companies of institutional investors it often may include a selection of the services listed below.
Operational CFO support for your growth
Monthly Financial Reporting Packages
13-week cashflow forecast
Review of monthly financial statements
Oversight of finance, accounting, controlling, and related external service providers
KPI and variance analysis
Strategic CFO support to drive value
Preparation of long-term financial forecasts and annual budget
Maintaining of strong stakeholder relationships
Evaluation and design of financial processes
Analysis of cost structure and cost management
Support with due diligence preparation
Why investment professionals choose us
Experience in transitions under pressure
Throughout the investment lifecycle, from an early funding round to the successful exit, our team has firsthand experience what a finance department needs to deliver to enable success. Be it the implementation of actionable planning and forecasting, the professionalization of monthly reporting for different stakeholders, or analysis to support the CEO with commercial objectives, with a clear focus on being ready for upcoming transaction situations, we challenged the status quo consistently, to get the most out of finance-related processes and data.
Partner that understands your urgency
With KK Growth Partner, you can directly gain access to deep financial expertise and a partner that does not shy away from even complex requests. We understand that professional investors have limited time to deliver on their investment hypotheses. Usually, this goes hand in hand with a need for detailed financial information and a purpose-driven CFO. This often implies an urgent need for change at the portfolio company, which our support is designed to help you bring about.
Tailored to deliver operational and strategic value
We help portfolio companies achieve both operational and strategic value through our tailored CFO services. By understanding each company’s unique business model and objectives, we help shape financial processes and create financial reporting and planning which sets them up for future success. As a business and sparring partner to CEOs and professional investors, our team strives to ensure that portfolio companies have a solid financial foundation to make informed decisions and achieve their business goals.
