Portfolio CFO/FD
Specializations
About Agency
Overview
- Founded in 2019 and headquartered at 167 Great Portland Street, London, W1W 5PF, as a solo-operated staffing & recruiting firm (1 employee)
- Serves SME businesses ranging from technology startups to established firms like a £60m automotive wholesaler and £70m snacks company
- Led HMRC SEIS clearance preparation for seed funding rounds and developed e-commerce websites for client growth initiatives
- Executed finance team restructuring to resolve legacy accounting issues, enabling rapid B2C e-commerce expansion phases
- Collaborated with Private Equity firms to support MBO funding, including monthly MI pack creation and working capital optimization
Specializations
- Venture Capital & Private Equity fundraising support for technology startups
- Seed-stage to £70m revenue company financial leadership in automotive and snacks sectors
- B2C/B2B e-commerce growth strategies with hands-on website development experience
- Multi-site business transformations involving mergers, acquisitions, and cost reduction programs
Services & Approach
- Debt and equity fundraising support including SEIS/EIS clearance preparation
- Finance function restructuring and legacy accounting resolution for growth readiness
- Private Equity partnership management for MBO execution and margin optimization
- Big data analytics implementation for robust forecasting and management reporting systems