SOLUTIONS
QuantAscend offers an entire suite of strategic CFO services in the areas of business strategy, corporate structuring and set-up, fund raising, mergers & acquisitions, financial planning, accounting & reporting, and institutionalising financial processes and governance practices. All this, with the advantage of the personal touch.
BUSINESS STRATEGY
What We Do
Hand-holding your business in crafting business strategy and operating plans.
How We Do It
We sit with you to baseline the purpose of your existence, what you wish to accomplish and the problems you wish to solve. Using our industry experience and proven methodology, we fine-tune your competitive advantage, product or service build landscape, target market, go-to-market strategy, competition analysis and SWOT analysis. Once your Business Strategy is finalised, we will help you to build a 3- to 5-year Operating Plan covering investment plan, revenue plan, cost plan and cash plan, with “what-if scenarios”. We will then help you to identify and monitor the Top 5 Must-Dos to execute your Operating Plan.
Process Flow
“As-is” Assessment – Evolve Business Strategy – Detailed Business Strategy – Develop Business & Operating Plan – Execute – Re-visit
How It Benefits You
This systematic approach delivers faster, more predictable results, and flags-off and mitigates any potential risks that your organisation may face in execution. You will be also able to effectively articulate your story to investors when seeking funds for growth.
GOING GLOBAL
What We Do
Helping Take Your Business Global
How We Do It
We will discuss with you on your go-to-market strategy and in which countries you wish to do business to achieve your plan. We will give you options to set up either subsidiaries or branches based on local laws, understanding prospective clients’ preferences, regulatory requirements and tax considerations. It is very important to design the value chain so that the enterprise value is consolidated under one entity and does not get scattered.
Process Flow
Understand GTM Strategy – Evaluate Options on Entity Structure – Establish Entity – Operate & Report.
How It Benefits You
We will effectively help you to focus on doing business and delivering numbers as per your business plan, while we through our global network take care of setting up, accounting, regulatory and compliance requirements and operational needs of the entity.
FUND RAISING
What We Do
Crafting Fund Raise Strategy & Facilitating Fund Raise
How We Do It
We sit with you to baseline the purpose of your existence and what you wish to accomplish, and the problems that you wish to solve. Using our industry experience and methodology, we will fine-tune your product or service build landscape, target market, competitive advantage, go-to-market strategy, competition analysis and SWOT analysis. Once your Business Strategy is finalised, we will help you to build a 3- to 5-year Operating Plan covering investment plan, revenue plan, cost plan and cash plan with “what-if scenarios”.
Through this approach, we help you to develop an equity story (business plan) that may convince an investor to invest into your vision and business. Once we sign a mandate, we take your business plan to curated investors. We will facilitate discussions between investors and you, enabling you to select the right investor and finalise the deal.
Process Flow
“As-is” Assessment – Evolve Business Strategy – Detailed Business Strategy – Develop Business & Operating Plan – Sign Mandate – Investor Reach – Facilitate Deal & Receive Investment
How It Benefits You
You have a business plan that conveys key messages to the prospective investor so that the chances of raising funds are very high. You will also be able to decide how much funds to raise and at what stage of your business, so that your valuation and dilution are at optimum levels. You will also be aware and appreciative of key terms that you agree with investors on Shareholders’ Agreements, and therefore there are no surprises.
MERGERS & ACQUISITIONS
What We Do
Strategising M&A for Growth
How We Do It
We understand your business vision and your appetite to fast-track growth by acquiring businesses. Once we pass through, we help you to identify and evaluate potential targets, conduct due diligence, facilitate price discovery, negotiate term sheet and definitive agreements including other transaction consummation procedures, as well as business integration imperatives post acquisition.
Process Flow
Crystallise Acquisition Strategy – Scout for Targets – Facilitate Price Discovery – Procure Term Sheet – Complete Transaction Documents & Acquisition – Post-Acquisition Integration to Create Value
How It Benefits You
Acquiring business will help you to access complementing competencies and talent, geographical reach and value chain expansion. It will fast-track you on the way to achieving your vision, business plan and finally, have a quick-multiplier effect on valuation and becoming a unicorn in your industry vertical.
ORGANISATIONAL PERFORMANCE CULTURE
What We Do
Promoting and Rewarding Performance Culture through Stock Option Plans
How We Do It
We will first understand your philosophy of sharing wealth created by key employees. We will come up with multiple approaches to rewarding performance and loyalty, ESOP pool size, grant size to each employee using evaluation matrix, vesting and exercise conditions. We will also assist you in preparing documents and communicating the benefits of ESOPs to employees, and setting the expected performance culture environment.
Process Flow
Understand Promoter Philosophy on Wealth Sharing – Devise ESOP Scheme – Facilitate to identify Key Employees & KPIs – Finalise Grant to each Employee – Communicate ESOP Scheme to Employees – Finalise ESOP Agreement & Facilitate Sign-Off – Monitor Performance and Communicate Vesting to Employees – Manage ESOP Scheme & Pool in accordance with ESOP Scheme
How It Benefits You
By offering stock options, you need not burn tons of cash to acquire industry-leading talent. So you can augment your cash for other operational needs. Employees stay longer since their reward is directly proportional to individual and organisation performance. It also helps you to save on corporate tax.
ORGANISATIONAL GOVERNANCE, SYSTEMS & PROCESSES
What We Do
Facilitating Growth by Governance Risk & Control Systems and Processes
How We Do It
We will understand your business and the industry vertical you are in to evaluate the landscape of applicable laws for your business and its operation in all jurisdictions. You need to comply with applicable laws based on vendor, customer, employee locations and it does not matter whether you have a legal entity in such a country or not. Wherever possible, we will advise you to standardise your employment, vendor and client agreements, and automate your financial and regulatory process. With our unique GYR (Green, Yellow & Red) Approach, we will help you to evolve a responsibility matrix and manage compliance by exception.
Process Flow
Interview & Understand your Business, Industry & Operation Environment – Identity Key Processes, Applicable Laws – Standardise & Automate Processes – Standardise Agreements & Templates – Evolve Authorities & Responsibility Matrix – Implement GYR Approach for Compliance Management – Report & Manage Compliance
How It Benefits You
Regulatory compliance, robust business and financial systems & processes are imperative for your business to pro-actively measure performance and maintain business reputation. This acts as a foundation for your business growth and is a key advantage to attract and retain investors, clients and all stakeholders involved in your business eco-system.
FINANCIAL PLANNING & ACCOUNTING
What We Do
Financial Planning & Accounting
How We Do It
We will help you build the financial model which includes drafting your projected Profit and Loss account, Balance Sheet and Cash Flow statements required for fund raise and valuation purposes. We shall also lay out the key metrics for which investors specifically look. This includes deriving Customer Acquisition Cost (CAC), Lifetime Value of a customer (LTV) and unit economics. Further, we also help you build your business plan with solid assumptions which can be substantiated before the investors. We shall continuously monitor your financial position with respect to profitability, cash flow management, tax and regulatory implications.
Process Flow
Holding regular meetings with the management to understand the key assumptions required to build the financial and business model. Providing industry perspective on how the financials should look. Preparing key management personnel to answer the investors with conviction on any assumptions taken for the purposes of financial/ business plan.
How It Benefits You
This will ensure that the key management personnel are well-prepared for investor meetings both from the business and financial perspectives. This is going to be one of the key areas of focus from investors, since they are interested in knowing their return on investment and cash flow management by the company, and the next round of funding required.
