Individual
Finance as a Service for Business Angels
Optimize the performance of your start-up investments with our tailored financial services.
You invest in innovation and potential — we ensure that the financial foundations of your portfolio companies are also future-proof. Discover our services designed specifically for business angels, which aim to help young companies grow and scale.
Experience from 350 projects.
Quantifiable successes for
CFO as a Service
Rely on our financial expertise and see how precise analysis and tailored solutions help your companies achieve demonstrable success. Our experts work closely with you to optimise financial processes and secure sustainable results.
Situations for Finance as a Service
Let's strengthen the foundation for the success of your start-up investments together. Contact us now for individual advice and start optimizing the financial aspects of your investments!
Our Partners & Collaborations
Carefully selected to create synergies that provide real added value to our customers. We work hand in hand with leading experts and organizations to ensure innovative solutions and exceptional service.
Finance as a Service process
Needs analysis and tailor-made planning:
The process starts with a comprehensive needs analysis to understand the start-up's specific financial challenges and goals. Based on this, we develop a tailor-made plan that includes the necessary financial services, from accounting to CFO services to strategic advice.
Deployment and integration
After the planning phase, we introduce the selected financial services and integrate them into the company's existing processes. This includes establishing efficient accounting practices, implementing modern financial software, and training the team to ensure seamless use of the new systems.
Ongoing support & optimization
We provide ongoing support and regular reviews of financial performance to ensure that the company's financial strategies are in line with changing market conditions and business objectives. This continuous support helps to maintain financial stability and supports the sustainable growth of the portfolio company.
What finance means for business angels and their holdings
Few numbers, but reliable ones
Early-stage holdings do not need group-level reporting. They need a handful of numbers that are correct: cash balance and runway, revenue development, personnel costs and the key operating metrics of the business model. A monthly update in a consistent format is worth more to angel investors than a detailed quarterly report that arrives too late.
Convertible loans and valuation questions
Early-stage financing is often done through convertible loans. Valuation caps, discounts and conversion timing have a considerable effect on later shareholding ratios. Anyone who has not worked these effects through in the cap table will encounter them in the next round – by which point there is no room to negotiate.
Making the holding fit to report
Many early-stage companies have bookkeeping but no reporting. Setting it up is manageable: a suitable chart of accounts, digital document processing, simple monthly reporting and a liquidity plan. After that, reporting takes a few hours a month instead of several days.
Typical starting points in early-stage holdings
There are no current figures between annual financial statements
Investors only find out how things stand months later. A simple monthly update closes the gap without burdening the team.
The cap table sits in a spreadsheet with no history
Conversions, options and follow-on financing are not documented in a traceable way. At the latest, this becomes a problem in the next round.
The bookkeeping is correct for tax purposes and useless for management
The chart of accounts does not reflect the cost structure. A one-off adjustment creates the basis for every later analysis.
FAQ
Do you have questions?
We have answers. In our FAQ section you will find comprehensive information and guidance on the most common concerns, so that you get the support you need quickly and easily.