does your finance team struggle with…

…needing specialist skills in the finance team, without needing an expensive full-time hire?

Does your finance team lack ASX or capital markets experience? Maybe there are specific audit and tax workstreams where help is needed? Or maybe the team doesn’t quite have the commercial and analytical experience for complex financial modelling or performance reporting?  cdFirst can be brought into your finance team on an ongoing basis to plug these gaps.

…wanting the capacity to flex up and down during peak / quiet periods?

Is the annual budget or audit processes crushing your team? Is the team burning the midnight oil to close the books and report to the board for the first week of every month? Are those quarterly market updates causing sleepless nights? cdFirst can supercharge the team with extra expertise or resources during those periods of stress.

…trying to manage a transaction or capital raise in addition to business-as-usual workstreams?

Wondering how you’re supposed to manage all the finance, accounting and tax workstreams for this capital raise or M&A transaction, while also maintaining your day job? cdFirst has extensive experience managing these workstreams, and cdFirst advisors have led numerous M&A transactions and capital raises as the CFO. We can alleviate the pressure on the CFO by supporting your CFO, Board, Brokers and Investment Bankers.

…investor relations taking too much time, or not delivering results?

Feeling that you’re endlessly managing your investor communications? Are investors questioning the company’s financial performance or strategy? External communications agencies are not embedded in your business and need help, usually from the finance team, to understand and craft the financial, capital, and strategic messages. cdFirst can support your internal team and any existing external agency with IR strategy and workstreams. By integrating your finance and IR objectives with cdFirst, you’ll deliver investors with a comprehensive understanding of the company’s financial health and growth potential.

…having no in-house chief financial officer?

Want the CFO skillset without the full-time headcount and cost? cdFirst can be appointed on a Fractional CFO basis to do all the things an experienced CFO would deliver, but on a part time or project basis.

our services

We support CEOs, CFOs and investor relations teams with: