CFO believes that reliable and trustworthy back office services allows crowd fund issuing
company to focus on all important tasks of growing their start-up or early stage businesses.
Just as crowd fund portals' all important task is to engage with potential investors and present the crowd fund company fund raising proposal in an efficient and powerful way, an issuing company many times have nimble leadership team and they need to focus on achieving measurable business results in the near term to build investor confidence.
Investor Services of all activities that are associated with maintaining an investor folio for a crowdfund company. This includes generated required on-going communication (electronic and paper-based) with the investors on behalf of the crowdfund company and updating contact information on investor request. Where required, CFO may also arrange to process share certificates. CFO may also review and approve the documentation for sale of shares, where permitted on behalf of the crowd fund company.
Accounting services scope could be restricted to maintaining the books during the fund raising period or expanded to an annual end-to-end comprehensive engagement. Key aspect of our accounting service is that our professionals will collect all your records remotely and provide company CEO or key owner all the required updates and annual financial statements as requested.
Compliance services include compiling required reports, forms and other documentation required by the various regional and national regulators from time to time. CFO works with crowd fund company and portals based on a set schedule that ensures that regulators submissions are timely basis.
company to focus on all important tasks of growing their start-up or early stage businesses.
Just as crowd fund portals' all important task is to engage with potential investors and present the crowd fund company fund raising proposal in an efficient and powerful way, an issuing company many times have nimble leadership team and they need to focus on achieving measurable business results in the near term to build investor confidence.
Investor Services of all activities that are associated with maintaining an investor folio for a crowdfund company. This includes generated required on-going communication (electronic and paper-based) with the investors on behalf of the crowdfund company and updating contact information on investor request. Where required, CFO may also arrange to process share certificates. CFO may also review and approve the documentation for sale of shares, where permitted on behalf of the crowd fund company.
Accounting services scope could be restricted to maintaining the books during the fund raising period or expanded to an annual end-to-end comprehensive engagement. Key aspect of our accounting service is that our professionals will collect all your records remotely and provide company CEO or key owner all the required updates and annual financial statements as requested.
Compliance services include compiling required reports, forms and other documentation required by the various regional and national regulators from time to time. CFO works with crowd fund company and portals based on a set schedule that ensures that regulators submissions are timely basis.
