Capital Raise, Corporate Finance Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Analyze historical profit and loss statements, balance sheets, cash flows, revenue sources, operating expenses, compensation structures, debt obligations, and transactions with related parties.

• Create a comprehensive monthly financial growth model projecting 36 months into the future.

• Prepare scenarios for Conservative, Base, and Growth projections.

• Model requirements for recruitment, compensation, marketing, technology, expansion, and working capital.

• Develop forecasts for cash flow, funding needs, cash runway, and break-even analysis.

• Assess capital-raise scenarios of $500,000, $750,000, and $1 million, identifying minimum capital needs and contingency reserves.

• Review debt and related-party balances, evaluating options for servicing, refinancing, repayment, and restructuring.

• Compare debt financing to equity options and alternative investment structures.

• Collaborate with qualified tax and legal advisors in the U.S. and India regarding potential corporate restructuring.

• Prepare an independent business valuation using methodologies such as comparable companies, private-market transactions, earnings, revenue, and discounted cash flow.

• Analyze pre-money and post-money valuations, investor ownership stakes, founder dilution, and defensible valuation ranges.

• Prepare or coordinate materials for investor business plans, pitch presentations, executive investment summaries, financial projections, sources and uses, capitalization scenarios, investor information packages, due diligence checklists, and financial FAQs.

• Define the characteristics of the ideal investor and identify angel investors, family offices, strategic investors, and appropriate private investment firms.

• Establish criteria for evaluating investors and create a qualified external investor database.

• Assist in preparing materials for investor meetings, addressing financial inquiries, due diligence, and investment discussions.

• Suggest reporting standards for investors, including monthly and quarterly reports, KPIs, budget-versus-actual reporting, capital deployment oversight, dashboards, and future investor reporting requirements.

• Provide comprehensive financial reviews, modeling, scenario analysis, valuation, investor materials, investor qualification processes, due diligence support, and management handover during the initial 90 days.

⛳️ Requirements

• Chartered Accountant (CA), CFA, MBA in Finance, or an equivalent advanced financial qualification.

• At least 8 years of relevant experience, ideally 10–15 years.

• Proven experience in corporate finance, investment banking, transaction advisory, business valuation, private equity advisory, or capital raising.

• Strong expertise in integrated financial modeling, valuation techniques, and cash flow forecasting.

• Experience in creating investment presentations, financial projections, and due diligence documentation.

• Familiarity with U.S. business financial statements and investor expectations.

• Excellent skills in Microsoft Excel and PowerPoint.

• Strong proficiency in written and spoken English.

• Ability to work independently and communicate directly with executive leadership based in the U.S.

• Willingness to attend meetings during overlapping U.S. business hours.

• Experience supporting privately held businesses in the U.S. is preferred.

• Participation in successful fundraising transactions in the range of US$500,000 to US$5 million is preferred.

• Experience with recurring revenue financial or professional services companies is preferred.

• Background in accounting, tax, payroll, financial technology, business process outsourcing, or professional education businesses is preferred.

• Previous employment with a Big Four transaction advisory practice, boutique investment bank, valuation firm, private equity advisory firm, or established corporate finance consultancy is preferred.

• Experience with cross-border U.S.-India business structures is preferred.

• Ability to provide anonymized examples of previously prepared financial models and investor materials is preferred.

🏝️ Benefits

• Initial consulting arrangement based on fixed fees and milestones is preferred.

• Optional continuous advisory support following the initial engagement.

• Editable source files, assumptions, supporting calculations, and documentation will be provided as part of the work products.

• Work products developed for BFG during the engagement will be owned by BFG, in accordance with the final consulting agreement.