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Ventures

Our ventures pillar is the part of our business where we enable exciting and ambitious startups to reach their full potential. Working in true partnership we provide, a high touch and value conscious subscription-based CFO service to build, launch and grow your business.

For many startups, access to capital will be critical and there is arguably no greater acid test for the viability of your business than being able to secure equity investors. At Carter Seven we provide a Pre-Seed Package where we lead clients through a proven process of investment readiness, resulting in a more compelling investment proposal.

CFO Services

We provide the right level of partnership covering key components of the venture lifecycle ensuring a solid foundation for sustainable growth via a broad spectrum of coverage.

Investment Readiness

CFO Advisory & Investor Relations

Financial Strategy & Advisory

Strategy Execution

Essential

£1,200 / month
  • or
  • £1,149 / month (1 year contract)
  • Core
  • Monitor and manage financial control framework
  • Review and sign off - Monthly financials
  • P&L, Balance Sheet & Cashflow Statement
  • Monthly cashflow forecast and review
  • CFO Advisory - 4 hours/month
  • Value
  • Investment readiness review
  • Financial model evaluation & build
  • 5 Year forecast: P&L, Balance Sheet & Cashflow Statement
  • Performance Management, KPI’s & unit economics
  • Valuation, cap table and funds usage
  • Investment memorandum
  • Fund raising roadmap
  • Board representation & reporting
  • Process & operating model review
  • Data analytics & insights

Premium

£1,949 / month
  • or
  • £1,799 / month (1 year contract)
  • Core
  • Monitor and manage financial control framework
  • Review and sign off - Monthly financials
  • P&L, Balance Sheet & Cashflow Statement
  • Monthly cashflow forecast and review
  • CFO Advisory - 8 hours/month
  • Value
  • Investment readiness review
  • Financial model evaluation & build
  • 5 Year forecast: P&L, Balance Sheet & Cashflow Statement
  • Performance Management, KPI’s & unit economics
  • Valuation, cap table and funds usage
  • Investment memorandum
  • Fund raising roadmap
  • Board representation & reporting
  • Process & operating model review
  • Data analytics & insights

Advanced

£2,999 / month
  • or
  • £2,799 / month (1 year contract)
  • Core
  • Monitor and manage financial control framework
  • Review and sign off - Monthly financials
  • P&L, Balance Sheet & Cashflow Statement
  • Monthly cashflow forecast and review
  • CFO Advisory - 16 hours/month
  • Value
  • Investment readiness review
  • Financial model evaluation & build
  • 5 Year forecast: P&L, Balance Sheet & Cashflow Statement
  • Performance Management, KPI’s & unit economics
  • Valuation, cap table and funds usage
  • Investment memorandum
  • Fund raising roadmap
  • Board representation & reporting
  • Process & operating model review
  • Data analytics & insights

Pre-Seed Package

For clients at the early stages of the entrepreneurial journey the Pre-Seed package leads clients through a proven process of investment readiness, resulting in a more compelling investment proposal.

Pre-Seed Package Breakdown

Package Summary

Pre-Seed Package

£6,100 / one time fee
  • Core
  • Discovery Phase
  • Monetization model & pricing
  • TAM - SAM - SOM
  • Client acquisition forecast
  • Revenue forecast
  • Client acquisition costs
  • Staff cost forecast
  • Capital expenditure forecast
  • Overheads forecast
  • Expenses forecast
  • Value
  • P&L forecast
  • Balance Sheet forecast
  • Cashflow statement forecast
  • Key metrics & unit economics
  • Fund raising roadmap
  • Cap table & funds usage plan
  • Valuation
  • Investment Memorandum & One Pager