Investors want to know their targets - also in finance
Not only Startups themselves face various challenges in finance during the different stages of development, but also institutional and strategic investors need reliable and stable financial information of their investments in order to make the right decisions.
This already starts with the initial investment. When selecting targets, investment managers often concentrate strongly on examining purely commercial aspects. The areas of finance and tax are regularly dealt with only rudimentarily.
Often, there is simply no expertise to analyze the data provided by the target and to prepare it for the investment decision from a finance perspective.
Typical challenges of investors
Assessment of risks in finance at initial investment
Lack of own resources to support targets
Lack of in-depth finance expertise of investment managers
Communication barriers between group-like structures of a corporate VC and the lean and agile structures in the Startup
Our solution is:
Venture Capital & Corporate Venture Support
Finance Quick Checks for Venture Investments
Red Flag and mid scope Financial Due Diligence
Business Case Challenging
Corporate Venture Support
Which services do we offer to investors?
Finance Quick Checks / Due Diligence
- Indicative initial assessment of the financial area in the sense of a friendly light due diligence with a lean report
- Extended arm of the investment manager in the preparation of the investment decision
- Financial due diligence in the mid scope area
- Coordination of consultants for full scope financial and tax due diligences
- Business case challenging before investment as well as cash flow analysis for venture debt
Corporate VC Support
- Establishment of parallel agile system landscapes at the Startup and transfer of data to the corporate systems
- Acting as a mouthpiece for finance issues between the corporate and Startup teams
- Synchronization of finance processes between Startup and corporate
- Integration of the Startup's finance structures into existing structures when the Startup becomes part of the corporate group
What our customers say about us
With CoCo Finance, we have a reliable partner at our side in our now long-standing cooperation, who offers us the highest degree of professionalism, flexibility and know-how, which we need for our funds as well as our numerous internationally operating portfolio companies and have previously searched in vain for a long time! Both humanly and professionally they have an excellent unique selling proposition for us in our sector. Their extensive expertise and experience in all areas of finance also makes them an economically important factor for us. CoCo Finance does not mean hiring a service provider, but a real partner! Especially in the areas of financial structure analysis and optimization as well as red flag due diligences, CoCo Finance has become an absolute "must have" for us!
CoCo Finance is the first point of contact for us as a VC investor for due diligence before a new investment and external support for our portfolio companies. Compared to many generalists, the CoCo team understands like no other what matters when it comes to financial topics in Startups and is equally pragmatic and professional.
Redstone manages the venture capital investments in Startups for the family office of Schwarzwälder Boten. The team of CoCo Finance has been supporting us successfully for several years. We appreciate the special understanding of Coco Finance for the development phases of the Startups and the focus on the respective challenges and pragmatic recommendations for action. As a well-coordinated team, working together is a great pleasure.
CoCo Finance supports Cusp Capital in the assessment of the financial area of our targets. In contrast to large consulting firms, CoCo Finance knows how to assess the quality of the figures, the finance tools and interfaces used, as well as the skills of the staff and consultants employed in a very pragmatic and targeted manner, and to derive concrete to-dos for the development of the finance area after investment. In doing so, CoCo Finance's experience in the Startup sector and knowledge of established business models and their metrics is an absolute added value for us. With CoCo Finance, we also have a strong partner at our side for the cross-thematic coordination and implementation of the necessary steps with Legal and Tech.
CFO HV Capital
Partner Redstone | VR Ventures
Partner Redstone | Schwarzwälder Bote
General Partner Cusp Capital