.svg "SPRCHRGR Logo")
Raise Equity or Debt Capital with Confidence
Expert-led, Investor-ready financials
.png?width=1200&name=SPRCHRGR%20Hero%20Images_Investor%20Ready%20Financials%20(1085%20x%20760%20px).png)
Why Capital Readiness Matters
Here are common challenges and risk factors we help you solve:
- For Founders Raising VC Capital
- For CFOs
- For Investors Seeking Debt Financing
Common Risk Factors:
- Financials aren't investor-grade — still on QuickBooks with manual processes
- Don't have a financial model (or yours is broken)
- Investors keep asking questions you can't answer confidently
- Worried about due diligence exposing financial issues
- Previous fundraising attempts stalled
- Don't know how to present a financial story effectively
/CEO%20Founder_frustrated%20Teams%20call%20_500x500.png?width=500&height=500&name=CEO%20Founder_frustrated%20Teams%20call%20_500x500.png)
Common Risk Factors:
- Model doesn't tie to actuals — reconciliation nightmare
- Revenue recognition policies aren't GAAP-compliant
- Can't produce reliable forecasts (actual results surprise you)
- KPIs aren't standardized or defensible
- No documented assumptions supporting projections
- Data room is disorganized or nonexistent
- Working capital is unpredictable — affects cash runway calculations
Schedule a call
/Finance%20Leader_frustrated%20data%20systems%20do%20not%20talk%20to%20each%20other_500x500.png?width=500&height=500&name=Finance%20Leader_frustrated%20data%20systems%20do%20not%20talk%20to%20each%20other_500x500.png)
Common Risk Factors:
- Portfolio companies have inconsistent financials
- Bank wants 3 years of clean financials — you don't have them
- Need financial projections and covenant compliance analysis
- Collateral documentation is incomplete
- Can't confidently model debt service coverage
- Need to professionalize financial operations to support leverage
/PE%20Investor_frustrated%20working%20late_500x500.webp?width=500&height=500&name=PE%20Investor_frustrated%20working%20late_500x500.webp)
-
Client Story"SPRCHRGR's team stands up with respect to expertise against any other in-house functions at Fortune 500 companies. We have a very clear view on how much each product costs us down to SKU level... Believe me when I say SPRCHRGR was one of those decisions we got right."
Read Case StudyGareth Hosford
CFO & COO | OMORPHO -
Client Story"SPRCHRGR simplified my financial management. We could scale the business and were ready when the right investment partner approached us. I appreciate not just their attention to detail and solving the initial cash flow challenge, but they were thinking ahead and what I might need for a potential sale."
Read Case StudyChris Gingras
MedCompli | A MediSpend Company -
Client Story"Having solid accounting and finance guidance meant we could focus on scaling our business and securing new partnerships. With the right processes in place, we felt confident in our direction... ready for due diligence, internal staffing, and investor reporting needs in the future."
Read Case StudyRachelle Snyder
Co-CEO & Co-Founder | Arrive Recommerce -
Client Story"SPRCHRGR specializes in clear financial reporting that reflects how we think about and talk about our business. They organized our financial data into an intuitive and concise at-a-glance summary... which proved vital to help us communicate its full value to investors and buyers during due diligence."
Read Case StudyAnthony Jenkins
CEO | NTERSOL
Investment-ready financial package that closes deals faster:
/SPRCHRGR%20Icons%20(White)/Fractional%20CFO-1.svg)
Investor-Grade Financial Statements
- Clean, auditable financials
- Audit or review support
- Management representation letter
- Normalized EBITDA analysis
/SPRCHRGR%20Icons%20(White)/Flowsheet.svg)
Bulletproof Financial Models
- Integrated models: Income (P&L), Balance Sheet, Cash Flow
- Driver-based revenue models (SaaS, Services, Product, Multi-unit, etc.)
- Scenario analysis
- Sensitivity tables
- Use of proceeds modeling
- Return analysis
/See%20several%20steps%20ahead%20-%20automated%20financial%20reporting%20and%20dashboards_500x500.png)
Industry-Standard KPIs
- Standardized KPI definitions for your industry
- Historical KPI tracking (12-24+ months trends)
- Forward-looking KPIs
- Cohort analysis (customer or location cohorts)
- Dashboards for investor updates:
/Financial%20Projections_Fractional%20CFO_500x500.png)
/SPRCHRGR%20Icons%20(White)/Analytics-1.svg)
Lender-Specific Requirements
(For Debt Financing)
- Bank-ready financial package
- Covenant compliance analysis
- Debt-to-EBITDA projections
- Cash flow projections
- Collateral documentation
- Covenant reporting templates
/Investor%20Pitch%20Deck_Financial%20Modeling_500x500.png)
/SPRCHRGR%20Icons%20(White)/M%26A-2.svg)
Management Team Coaching
- Pitch preparation coaching (How to present financial story, pitch deck financial slides, executive summary/teaser)
- Diligence preparation (What investors will ask, prepare responses, and handle objections)
- Term sheet negotiation support (Understanding financial terms, valuation impact analysis, deal structure implications)
/Option%202_500x500.png)
Why Partner with SPRCHRGR
Capital Raise Experience
- Equity: Seed, Series A/B, PE
- Debt: Bank credit facilities, SBA loans, mezzanine, venture debt
- Amounts: $1M-$20M+ raises
- Industries: SaaS, services, healthcare, multi-unit, manufacturing
We Know Investor Questions
- Venture capital firms (institutional and emerging)
- Private equity sponsors
- Growth equity funds
- Banks and commercial lenders
- Family offices and angel investors
.svg){kind=icon}
Fast Turnaround
- Standard preparation:
8-12 weeks - Expedited preparation:
4-6 weeks (if necessary) - In-market support:
Can help even if already fundraising
Full Prep, Not Just Advisors
Unlike consultants who give advice:
- We clean up your financials
(hands-on accounting work) - We build your models
- We implement your systems
(if ERP upgrade needed) - We organize your data room
(project management) - Fractional CFOs coach your team
Lower Middle Market Focus
Right fit for companies at your stage:
- Not Expecting a Big 4 audit
(but do need clean financials) - Model needs to be sophisticated
(but not overly complex) - KPIs should be industry-standard
(not require explanation) - Data room should be organized
(but not exhaustive)
/turn-you-data-into-a-competitive-advantage-570x570.webp)
- Your capital raising plans (amount, type, timeline)
- Current financial state and readiness
- Investor/lender expectations
- Preparation needs and gaps
- Timeline and investment required
- NDAs and confidentiality
If our CFO Assessment is a fit, we'll deliver:
- Capital Readiness Scorecard (current vs. needed state)
- Gap analysis (what needs to be fixed/built)
- Preparation roadmap (phased plan)
- Timeline to readiness (when you can start fundraising)
Start building the financial foundation that closes deals faster.
/Mark_Wald_520x500.webp?noresize&width=1200&height=1200&name=Mark_Wald_520x500.webp)
meet our team
"Investors don’t pay for yesterday’s profits. They pay for tomorrow’s predictable profits, the pace of growth, and how well risk is managed. Great finance turns all three into a higher multiple and a faster, cleaner close."
Mark Wald
Founder & CEO
Our latest insights
Article
Investor-Ready Finance: How to Increase Your EBITDA Multiple with Our Transaction Readiness Guide
Private investors don’t pay for yesterday’s profits. They pay for tomorrow’s predictable profits, the pace of growth, and how well risk is managed. Great f...
ARTICLE
How One Professional Services Firm Increased Profit by $600K Without Growing Revenue
Most professional services firms believe the same thing: if you want higher profit, you need more revenue. It’s a common assumption, especially for owners ...
Article
Strategic Pricing for A&E Firms: Combat Rising Costs with Data-Driven Fee Structures
The cost of doing business in the A&E industry has skyrocketed — labor, material, software, compliance, even your clients' expectations. But many firms...
ARTICLE
How A&E Firms Can Stop Overpaying for Talent and Start Maximizing Profit Margins
You're hiring top-tier talent architects, engineers, and project managers. You're investing in their development, offering competitive salaries, and yet, y...
/Stop%20Guessing%20Your%20Cash%20Flow%20Start%20Controlling%20It_1200x630.webp)
ARTICLE
Stop Guessing Your Cash Flow – Start Controlling It in Real Time
You’ve landed that big client. Your backlog is strong. Yet, every time payroll comes around, you feel that familiar pit in your stomach. Why? In the A&...
ARTICLE
A Transaction Readiness Mindset - 9 Things To Know (Before You Go) Through Due Diligence
Transaction readiness isn't something you start when buyers appear; it's a strategic mindset that should begin years before considering an exit. Without pr...
/Futureproof%20Your%20Business%20Exit%20Strategy%20-%20The%2011%20Step%20Framework%20for%20Savvy%20Sellers_1200x630.webp)
Article
Futureproof Your Business Exit Strategy: The 11-Step Framework for Savvy Sellers
Whether your exit timeline is six months or six years away, this 11-step framework is designed to transform your business into a premium asset with strateg...
/Exit%20Like%20an%20Expert%20How%20Sellers%20Can%20Avoid%205%20Common%20Exit%20Deal%20Pitfalls_1200x630.webp)
Article
Exit Like an Expert: How Sellers Can Avoid 5 Common Exit Deal Pitfalls
The difference between a successful transition and a disappointing one rarely comes down to business fundamentals — it's almost always about process and pr...
/Think%20Twice%20Before%20Taking%20Out%20a%20Merchant%20Cash%20Advance_1200x630.webp)
ARTICLE
Think Twice Before Taking a Merchant Cash Advance
Merchant cash advances (MCAs) are an alternative financing tool frequently offered by merchant card processors (such as Stripe, PayPal, Square, etc.) to sm...