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Understanding your business
We like to research prospective clients before scheduling a call. This helps us to determine if we would be a suitable fit.
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Personal Information
Step 1 of 11
About your Company
2/11
Revenue Streams
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Employees
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Clients
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About your Company
3/11
Leagl Entities
0
Jurisdictions
0
How can I help you?
4/11
How confident are you in your historical accounting data?
Selected Value:
0
(0 = not confident at all ; 10 = totally confident)
0
Do you perform a hard monthly close of your accounting data?
Yes
No
Don't Know
How accurate have your financial forecasts been historically?
Selected Value:
0
(0 = not accurate at all ; 10 = totally accurate)
0
Specify your time-frame
5/11
How experienced is your finance team with technology?
Selected Value:
0
(0 = not accurate at all ; 10 = totally accurate)
0
What position does the most senior qualified accountant in the business hold? *
Board
C-Suite
Head of Department
No qualified accountants in senior management
Do you employ a qualified accountant in the finance function?
Yes
No
Are you willing to commit at least 3 days (usually split among multiple team members) to work with us to resolve your FP&A issues? *
Yes
No
Specify your budget
6/11
How confident are you in having a meaningful conversation with potential investors tomorrow about your business? Do you know what they are looking for?
Selected Value:
0
(0 = not accurate at all ; 10 = totally confident)
0
Which KPIs do you currently use to track your business? *
How confident are you that you are tracking the correct KPIs which investors are interested in?
Selected Value:
0
(0 = not accurate at all ; 10 = totally confident)
0
Specify your budget
7/11
How confident are you in the accuracy of the information used to calculate your KPIs?
Selected Value:
0
(0 = not accurate at all ; 10 = totally confident)
0
How quickly can you update your KPIs on a monthly basis?
Selected Valuedays
0
Specify your budget
8/11
What are the plans for your business over the next 24 months? *
Sell
Raise equity
Raise debt
Grow organically
Business as usual
Have you previously sold a business or raised institutional capital? *
Yes
No
Specify your budget
9/11
Where is your data (sales, accounting, customer information) stored? *
All in systems
Mix of systems/spreadsheets
All in spreadsheets
If we work together, could you provide us with direct access to these data sources? *
Yes
No
How easy is it for you to share data with the individuals in your organisation who need it?
Selected Value:
0
(0 = impossible ; 10 = seamless)
0
Specify your budget
10/11
How long have you lived with financial data problems? *
3 months
12 months
3 years
How urgently do you need these problems fixed? *
3 months
6 months
12 months
How much is your budget?
£15k - we want to improve our processes
£40k - we are a small business and want to tidy up our numbers
£60k - we are quite a large business, data really needs to be collated and we are fully committed to resolving it
Specify your budget
11/11
How did you first hear about us? *
LinkedIn
Referral
Google
Other
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