Our Services

Our holistic COO services can help you devote your budget to areas of specific support. Our wealth of knowledge and hands-on experience directing other companies' operations are indispensable resources to help your business grow. 

❍ Startup Funding Consultant 

❍ Financial Modeling ❍ Valuation 

❍ Private Equity 

❍ Crowdfunding Consultant

❍ Business Plan Consulting 

❍ Mergers & Acquisitions (M&A) 

❍ Interim COO 

❍ Capital Market 

❍ Venture Capital 

❍ Project management 

❍ Business strategies 

❍ Company Management 

❍ Policies & Procedures definition

❍ Customer Acquisition 

❍ Staffing levels 

❍ Team building with Internal and Outsourced resources 

❍ Legal 

❍ Term Sheet development/review.

We provide a range of services including COO and Admin support, CFO and Controller services, portfolio management, legal advisory, investor relations, and lead M&A for companies from the early stage to IPO.

❍ Pre-IPO Due Diligence support  

❍ Develop a compelling business plan 

❍ Achieve profitability and growth 

❍ Gather experienced advisors 

❍ Investor Relations ❍ Project Management ❍ Submit SEC registration and conduct due diligence.

We take care of the paperwork, deadlines, offers, and communications involved in your transactions, allowing you to achieve a work-life balance. This ensures that deals are closed quickly and efficiently.

❍ Management of deadlines 

❍ Follow up with multiple parties or teams 

❍ Reviews, analysis, and editing 

❍ Research.

Our team of experienced personal assistants is dedicated to providing you with the support you need to achieve your goals. With their highly efficient services, you can save valuable time and resources, allowing you to focus on what truly matters. Let us help you reach new heights of productivity and success.

❍ Inbox Management 

❍ Calendar Management 

❍ Expenses & Invoices 

❍ Debt Collection 

❍ Daily Tasks 

❍ Data Entry 

❍ Travel Arrangements 

❍ Event Planning 

❍ Cloud Filing 

❍ Back Office Support 

❍ Supplier Management 

❍ Basic Social Media Support 

❍ Sales Support

❍ HR Support 

❍ Finance Admin 

❍ Personal Assistant

Our services will help you build and run your family business and wealth, so they work in concert. Monitoring, reporting, and reviewing existing investments' performance across the entire portfolio.

❍ Investments management 

❍ Financial planning 

❍ Tax planning 

❍ Legal

❍ CFO/COO 

❍ Projections, budgeting, and other financial analysis as needed 

❍ Communicating and coordinating with family members and outside investors, vendors, bankers, insurance brokers, and attorneys as appropriate. 

Our portfolio management services cater to venture capitalists and limited partners, providing financial and operational solutions. We offer support throughout the investment cycle, from initial monitoring to regular reporting and review.

❍ Fund operations 

❍ CFO services 

❍ Portfolio management 

❍ Payroll services 

❍ Legal 

❍ Controlling and reporting services 

❍ Investor relations

❍ Ruling -Tax planning. 

Experienced online lawyers are ready to help you with day-to-day tasks. In case you require any assistance, we have a team of proficient online lawyers available to help you out. Their expertise and knowledge will enable them to provide you with the necessary support you need.

❍ Application for LTD/LLP company 

❍ Digital Company documents

❍ Article of incorporation 

❍ Verification of documents by an attorney 

❍ Opens a bank account 

❍ Company Liquidation 

❍ Signature verification 

❍ Israel Corporations Authority Support ❍ NDA Agreements 

❍ Day-to-day legal support. 

Our CFO services provide financial analysis to help companies make critical strategic and operational decisions. Assembling the right finance team is vital to avoid expensive financial mistakes and missing out on funding opportunities.

❍ Budget

❍ Cash flow 

❍ BVA - budget vs Cash flow 

❍ HR 

❍ Contracts 

❍ Agreements 

❍ Fund Raising 

❍ Investor relations 

❍ Supervision - Legal, Regulatory 

❍ Develop processes and systems to track metrics and KPIs 

❍ Spot problems and opportunities 

❍ IPO or M&A 

❍ Tax planning 

❍ Build the accounting team/department ❍ Board meetings 

❍ Finding and evaluating financing Sources  

❍ Supervise payments and collections 

❍ Annual reports

❍ SBC - Stock-Based compensation 

❍ Company Policies 

❍ Help Prioritize 

❍ Asses Financial Risks 

❍ Business recommendations

❍ Financial Modeling 

❍ Handle special projects such as SOC 2 and ISO. 

COMING SOON...