Finvisor

BACKGROUND

Please describe your company and position.

I am the CEO of Deskpass

Describe what your company does in a single sentence.

Deskpass is a flexible workspace platform that gives individuals and teams on-demand access to thousands of coworking spaces, private offices, and meeting rooms worldwide.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Finvisor to accomplish?

• Fractional CFO

SOLUTION

How did you find Finvisor?

Referral

Why did you select Finvisor over others?

• Pricing fit our budget
• Great culture fit
• Good value for cost
• Referred to me
• Company values aligned

How many teammates from Finvisor were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

They served as our fractional CFO at Deskpass between our Series A and acquisition, handling all the core financial responsibilities including accounting, forecasting, board reporting, budgeting, and investor communications.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

They helped guide us from our Series A through acquisition with flawless financial reporting, clean audits, and no compliance issues along the way.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were responsive to any changes we needed and asked for. They went out of their way to flex up if we ran into any issues.

What was your primary form of communication with Finvisor?

Virtual Meeting

What did you find most impressive or unique about this company?

Really lovely people. Kind, approachable, and easy to work with. The owner is thoughtful and experienced, and their client portfolio speaks for itself. We loved that they gave us the feeling of a full, robust finance department without the heavy cost or complexity.

Are there any areas for improvement or something Finvisor could have done differently?

We had our bumps along the way, I was impressed at how they always stepped up and fixed the issues.

BACKGROUND

Introduce your business and what you do there.

I'm the CEO of Suggestic AI, an AI transformation services company for health, wellness, and regulated industries.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Finvisor?

We needed help with cash flow management, financial modeling, revenue cycle management, financial advisory services, accounting, and reporting.

SOLUTION

What was the scope of their involvement?

Finvisor provides financial services for our company. The team has delivered many different reports for our investors, board of directors, partners, and tax needs. In addition, they've created many models for forecasting.

What is the team composition?

We've worked with five members of Finvisor's team.

How did you come to work with Finvisor?

My predecessor found them.

What is the status of this engagement?

We started working with them around January 2020, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

Finvisor has delivered professional reporting, and our board members are satisfied with their work. The team has also completed monthly tasks on time. Moreover, their financial models have led to better sales tracking and conversion rates and enhanced trust with our board.

How did Finvisor perform from a project management standpoint?

Finvisor has always delivered on time. We communicate via Zoom, Slack, and email.

What did you find most impressive about them?

I'm impressed with Finvisor's expertise and professionalism. I couldn't operate our company as well as I do without them.

Are there any areas they could improve?

I can't think of anything for them to improve.