CFO Services

Unlock Growth,

Accelerate Potential

Founded on first principles thinking, our CFO suite provides financial clarity, allowing you to grow your business with confidence.

What We Offer

Financial Modeling

The financial model we build will be the crux of your CFO Suite, being the most useful tool in breaking down, managing, and growing your business.

Treasury Functions

Capital Allocation Strategy

Variance Analyses

Scenario Modeling

Investment Modeling

Pitch Decks

The ability to clearly convey what’s in your head is crucial for delivering a successful pitch. We understand what investors are looking for and the questions they will ask.

Investor Pitch Decks

Executive Summaries

One Pagers

Stakeholder Reporting

Whether your controller needs a presentation on the effectiveness of your budget clean-up, or your Board of Directors need their quarterly update, we provide your team with the analysis and presentation materials needed to augment all reporting within your organization.

Investor Updates

Board Reporting

Performance Tracking

Expense Management

We conduct periodic zero-based budgeting exercises to understand where every dollar is going, cutting costs if they are not absolutely necessary. This ensures full visibility, eliminates glut, and increases the long-term sustainability of your company.

Market Insights

We have access to financial databases and unique networks that allow us to gain insights that you can’t find by searching the internet. These insights allow us to consistently make better decisions for your company.

Market Research

Exclusive Networks

Financial Infrastructure

Haphazardly maintaining your finances should be a thing of the past. We work with your team to establish appropriate financial systems to optimize your business.

FP&A Processes

Accounting Software

Cash Flow Management

Data Room

Deal Support

Whether it’s a seed round or a late-stage private equity deal, talking to investors can be exhausting and stressful – let us prepare you, guide you through due diligence, and turn those conversations into capital.

Cap Table Management

If you are raising capital, it’s usually not the only investment you will take on, and your growth will look different than anticipated. Let us consider all scenarios to completely understand your ownership after everything is said and done.

Powering Innovators Across America

Benim Capital provides strategic advisory services to help business owners navigate the complexities of selling their business. Our team works closely with clients by thoroughly preparing the company for sale, developing strategic, and managing the transaction process .

Joe Golberg

Manager

Benim Capital provides strategic advisory services to help business owners navigate the complexities of selling their business. Our team works closely with clients by thoroughly preparing the company for sale, developing strategic, and managing the transaction process .

Joe Golberg

Manager

Previous Engagements

Connect with Us

Whether you're growing your business, raising capital, or considering a transaction, we’re committed to being your trusted partner.

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