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Balance Consulting provides the guidance you need to
grow your business.

Investor Reporting & Due Diligence Support

As a startup founder, looking to raise funds, you have to provide extensive information and reporting to VC/PE investors, which enables them to build an understanding of your business, identify potential investment risks, and carry out their full due diligence. Getting support through the due diligence process can go a long way in ensuring you get the right value for your business.

Implementation of Accounting Systems

Our team of experts is forever ready to help you with the implementation of accounting systems such as QuickBooks or Xero depending on your accounting needs. This will ensure proper documentation of accounting records on a timely basis, helping you clean up your balance sheet and accounts prior to investor due diligence.

 

Why Outsource?

We bring several years of M&A and deals experience covering areas such as investor decks and memos, investment risk/due diligence, and valuation/modeling support.

Our team can work with you to understand your business model, identify key reporting requirements, build vendor due diligence reports, and create high-impact investment memos. 

Our team has extensive expertise in the use of different accounting systems as well as change management, when transitioning between accounting systems, and therefore can help with the implementation to ensure this is done correctly.

Startup Advisory