CFO Partners
Positioning you for Growth
Our tailored financial services support businesses in navigating crucial phases of growth and offer insights to facilitate more informed decision-making.
Meet the Team
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Co-Founder
Seth started his career at Jefferies on their consumer and retail investment banking team and was promoted into their technology vertical in San Francisco, where he worked across a variety of verticals including software, internet, cyber security, hardware, and cleantech companies.
While at Jefferies he closed $3B+ across multiple transactions including IPO’s, public company capital raises, leveraged buyout outs, acquisitions, debt raises, SPACs, and secondary offerings. Seth then joined B-ON in 2022, a European fleet electrification and EV manufacturer as head of investor relations. At B-ON, Seth helped to develop the company’s finance and investor strategy, driving the $80M international Series B equity investment process by building relationships with over 100 investors across Europe, the Americas, and the Asia-Pacific region. Seth left B-ON to co-found Fundamental Partners with Matthew in fall 2023.
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Co-Founder
Matthew previously worked for Wells Fargo’s Mergers and Acquisitions investment banking team based in New York City, where he worked on a variety of complex transactions with a heavy focus on valuation and structuring.
Matthew worked across a number of verticals while at Wells Fargo including industrials, consumer and retail, healthcare, and technology. Matthew has deep knowledge and experience in financial modeling across many industries, company sizes and business structures. Matthew co-founded Fundamental Partners with Seth in fall 2023.
Services
Our financial advisory services help CFOs and founders of businesses with critically important business enhancements and with the preparation of marketing materials for series raises and transactions.
We bring a unique set of skills to each project including financial modeling, international expertise, reorganization experience, cap-table management, cash flow analysis, and business process redesign.
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Financial Modeling
Build and maintain detailed, robust financial models to project business performance, helping to make informed decisions
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Budgeting
Develop full year budgets, tracking actuals to budget and highlighting variance to improve budget accuracy and effectiveness
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Forecasting
Maintain businesses financial model integrity by continuously adjusting forecasts based on the budget variance analysis
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Cap Table Management
Build and maintain current cap table in excel and project out future series rounds within the model to give insight into how different terms/structures would affect the ownership and the subsequent distribution of proceeds at the time of a future liquidity event
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Cash Flow Management
Develop and maintain weekly projection cash flow models to track all cash movement within the Company and help inform business decisions around cash flow
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Fundraising
Create and maintain presentations for all types of capital raises and transactions including Investor presentations, Pitch decks, Confidential Information Memorandums, and Business plans
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KPIs Analysis
Determine most important and relevant key performance indicators of the company and track these efficiently over time to show their change as the business develops
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Strategy
Aid in key business decisions based on our financial knowledge and our analysis of the Company’s finances
