SaaS & Scale-up
Interim CFO sparring: preparing for Series B due diligence
Review financial reporting structures, unit economics and forecasting models ahead of a Series B raise, and flag anything that could raise questions in the data room.
Example assignments
These aren't live listings. They're a sample of the kind of assignments professionals get matched to on Lotberg, where matching itself happens live, every day.
SaaS & Scale-up
Review financial reporting structures, unit economics and forecasting models ahead of a Series B raise, and flag anything that could raise questions in the data room.
Manufacturing
Fast, honest diagnostic of operations, cost structure and overall viability, ending in a prioritized action plan and a presentation to shareholders.
Consumer Tech
Pressure-test a go-to-market strategy ahead of a European launch, flag market-specific risks, and suggest adjustments based on local consumer behaviour.
Logistics
Think through culture-clash and retention risk after a merger, and build a leadership alignment roadmap for the first 100 days.
Nonprofit
Review governance documents, talk to board members, and give concrete recommendations on oversight, accountability and decision-making.
B2B Startup
Help a founder who has done all the selling themselves build a real sales process and make their first sales hire.
Startup
Stress-test a first-time founder's pitch and business model, and tell them honestly where it falls apart before key investor meetings.
HR & People
Assess recruitment, performance management and career paths after headcount tripled, and deliver a practical roadmap for what to fix first.
Certification & Governance
Advise a certification body on independence, impartiality and governance design around the audit process while moving to a one-tier board model.
PR & Communications
Build a proactive PR and communications plan ahead of a public launch, covering media relations, key messaging and a crisis-response protocol, handed over as a roadmap the team can run themselves.