Portfolio FD

Foxtrot Delta through David Stead will provide portfolio Finance Director services for businesses providing (but not limited to):


  • Strategy (financial and non-financial) for the business

  • Preparation of business plan (both narrative and detailed financials) in anticipation of fundraising or for internal strategic direction

  • Presentation and negotiation with investors regarding fundraising

  • Due diligence preparation or interrogation

  • Reviewing cash flow of business and creating (and implementing) action plan

  • Preparation of financial projections, budgets and cash flows

  • Leading finance departments

  • Dealing with banks, investors, auditors both at critical points during a transaction and/or on an ongoing basis

  • Implementation of accounting systems

  • Reorganisation and restructuring of finance departments

  • Financial modelling