Ensuring the long-term success of acquired or invested companies requires comprehensive operational oversight and management. We are here with our business partners to ensure seamless execution and sustained growth. We offer Operating Company (OpCo) services designed specifically for investors and investment funds, helping portfolio companies achieve their financial, strategic, and operational goals.
CFO as a Service
• Management Reporting
• Cash Management
• Valuation
• Cap Table Management & Stock Option
• Incentives
• Tax Structuring
• Legal Procedures
Strategic Guidance & Operational Support
• Go-To-Market Strategy
• Product Management
• Marketing Strategy
• KPI Management
• New Business Creation
• Positioning
• HR & Organizational Development
• Market Research & Competitive Analysis
• Tech Stack Analysis
• Performance Marketing
• UX, Analytics & Digital Channels Audit
OpCo Services Framework
Client Engagement & Needs Assessment
STEP 1
• Client Inquiry & Introduction
• Kick-off Meeting
• Assessment & Q&A
Service Planning & Onboarding
STEP 2
• Identification of Service Needs
• Assignment of Advisors
• Proposal & Roadmap Development
Execution & Implementation
STEP 3
• Service Execution
• Regular Review Meetings
Handover & Long-Term Support
STEP 4
• Final Recommendations & Transition
• Optional Ongoing Advisory
Our Approach
- 15 years of experienced founders in strategy, business development, fundraising, and finance.
- Expert advisory board specializing in legal, tax structuring, and operational management
- Data-driven decision-making to enhance operational efficiency and growth potential.
- Strong industry network providing access to key stakeholders and strategic partnerships.
Why Choose BE Advise?
At BE Advise, we go beyond standard consultancy by providing tailored, end-to-end solutions that empower startups to excel in their fundraising journey. Here’s why we stand out:
Comprehensive Support: Your Focus, Your Growth
We handle the entire fundraising process from preparation to deal closing, allowing you to focus on scaling your business while we secure the right investment.
Expert Negotiation Guidance: Secure the Best Deal
Our experienced negotiators ensure you secure funding under terms that support your long-term success and align with your business vision.
Legal Expertise: Navigate Complexity with Confidence
With our network of legal experts, we guide you through due diligence and shareholder agreements, safeguarding your interests at every step.
Extensive Investor Network: Find the Right Fit
We connect you with investors who not only provide funding but also share your goals and values, ensuring a strong, strategic partnership.
Track Record of Success: Proven Results
Our expertise has helped startups across all stages secure the capital they need to grow and achieve their business goals.
Smooth Sailing Through a Tough Process
We simplify the demanding investment process, providing hands-on support that saves you time and keeps you focused, confident, and ready for strategic decisions.