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How is Your
Back Office?

We help startups reach their full potential
by managing and scaling their back office,
using awesome technology plus talented people

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REAL-TIME
DASHBOARD
REPORTING

Our Technology Platform
Was Designed for Scalability,
Connectivity and Flexibility
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WE'VE CREATED MORE

THAN $4.5 BILLION IN VALUE

FOR OUR CLIENTS

SUCCESSFUL, GROWING STARTUPS

You Focus on Innovating. We’ll Handle The Rest

We Completely Manage the Back Office for Startups,
Enabling Founders to Be More Focused & Successful.

Sarah Lacy

I say with no hyperbole that hiring Advisor is one of the best things I did for my company. They’ve allowed us to focus on what we do best during the critical formative years of PandoDaily, and they’ve been true partners in navigating all of the financial, HR and accounting nightmares of starting a company. And because they work exclusively with startups, they’ve seen it all. No organizational dysfunction can shock them. (Trust me on this: We’ve tried.)

Sarah LacyFounder & CEO – PandoDaily
Arram Sabeti

We love Advisor! They’re extremely thoughtful and help us run a tight ship – we really think of them as part of our team.

Arram SabetiFounder & CEO – ZeroCater
📈

Finance

We get you running on Xero or QuickBooks, plus the Advisor platform. You’ll never have to manually enter data again.

  • CPA Accounting
  • Dashboard Reporting
  • Billpay Management
  • Budgets & Forecasts
⚙

Operations

We take away the hassle of managing all the tedious responsibilities that are vital to scaling your startup at every stage.

  • Compliance
  • Administration
  • Insurance
  • Licenses
👥

People

Our Payroll and Benefits solutions are designed to keep your employees happy, so you can retain top talent as you grow.

  • HR Management
  • Payroll Management
  • Benefits Management
  • Talent Recruitment
🎯

Advisory

Our experienced CFOs & Advisors will work side-by-side with you, developing budgets and forecasts that pave the way to success.

  • Financing Strategy
  • Expansion Strategy
  • Audit Preparation
  • Board Meetings

How We Work With Our Clients

Preparing You to Face the Future.

Business Assessment

Business Assessment Process:

1.   After you contact Advisor, we’ll follow up within 24 hours to schedule an introductory phone call or in-person meeting.

2.   We like to know as much as possible about prospective clients so that we can tailor our services to actual needs.

3.   The more information you provide us, the more accurately we can gauge the amount of work required to get you started.

4.   We will detail where your startup stands in comparison to others.

What you can expect:

·       Introductory Phone Call or In-Person Meeting

·       Business Questionnaire

·       Free Business Assessment

·       Customized Price for Your Stage

⚒Client Onboarding

Client Onboarding Process:

1.   Once we’ve assessed your needs, we’ll move forward with setting up the necessary platforms and infrastructure.

2.   Our automated onboarding process is a machine, depending on stage it can take as little as a couple of hours.

3.   Depending on stage, we’ll collect the necessary information to get your employees setup on payroll and benefits.

4.   Depending on stage, we’ll begin building out budgets and forecasts and help you with hiring plans and strategy.

What You Can Expect:

·       Timeline of Deliverables

·       Meetings with Your Advisor

·       Systems Setup & Implementation

·       Lots of Attention

⚙Getting to Work

Getting to Work:

1.   We deploy our dedicated team of Advisors, CPA’s and Project Managers into your startup freeing you up to focus on innovating.

2.   You will receive real-time dashboard reporting on how your business metrics are trending, cash flow, revenue, expenses etc.

3.   Depending on stage, work is billed fixed fee or hourly and our pricing only scales as your business scales.

4.   You’ll gain access to our Community, which include curated events, workshops, and new business opportunities.

What You Can Expect:

·       Vastly Improved Cash Flow

·       Precise Budgets and Forecasts

·       Weekly Advisory Attention

·       Clear, Itemized Billing

🚀CFO Strategy & Exits

CFO Strategy and Exits:

1.   Our team of CFOs and Strategy Advisors will help you map out the hyper-growth plans for your startup.

2.   We will help you grow revenue, implement best practices, and infrastructure needed to attain growth and profitability.

3.   Our teams will assist with fund raising, investor meetings, due diligence, board meetings and more.

4.   Want to sell out to Yahoo, Google, Facebook or Microsoft? We got you covered, been there, done that!

What You Can Expect:

·       Valuations, Funding

·       Investor Connections

·       Financing Due Diligence

·       Exits, Mergers & Acquisitions

How Big is Your Startup Today?

Early-Stage and Growth-Stage Startups Have Different Needs.

🎯

Early-Stage Startups

  • Early-stage startups are typically focused on building the first version of their product and can’t afford to get distracted by operations.
  • Even in these early stages, founders still need to sync their accounting and banking systems to better manage cash flow and plan for the future.
  • Our team will build you a scalable business foundation, prepping you for the transition from product development, to company building, to hyper-growth.
🎯

Growth Stage Startups

  • Growth-stage startups have raised Series-A or significant Seed funding (>$1.5M), have 5+ full-time employees, and are generating revenue.
  • At minimum, growth-stage founders need budgets, forecasts, hiring plans, board decks, financing strategies, exit strategies and more, plus a solid understanding of cash flow, runway and revenue growth.
  • We give you a dedicated team of CFOs, DoFs, CPAs, Project Managers, and Growth Advisors who manage your operations with kick-ass platform software and API integrations.
✉Learn More
✉Learn More

Amazing Companies Partner With Advisor.

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