At Xcelerate, we are not your father’s Accounting & CFO firm.Our founders have been entrepreneurs and understand your daily challenges.

We provide insight and actionable recommendations to Xcelerate your Business!

Startup CFO & Accounting Services

Accounting & FinanceFinancial forecasts & Budgets • Monthly financial reporting with CFO guidance

GAAP-compliant, audit-ready financials • Board reporting & presentations Treasury • Tax planning & preparation • Accounts Payable

Accounts Receivable • Custom Services

Strategy & CFO SupportAdvisor to CEO and senior management team member

Guidance and support in all functional areas of the businessFundraising & Investor relations

Strategy retreat facilitation & progress trackingCost structure benchmark & recommendations

Optimize monetization and revenue streamsPriority planning for resource allocation

Operations & Growth ManagementOperational Key Success metric (KPI) dashboard • Process & Infrastructure

Systems recommendation & Implementation • Internal control programsInsurance coverage evaluation

Business development & customer acquisition recommendations

XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com

©2015 Xcelerate F inancia l . A l l r ights reserved.

• Metric-driven financial forecasts and budgets

• Operational KPI dashboard

• Optimize monetization

• Priority planning for resource allocation

• Board reporting and presentations

• Investor relations/Fundraising/Financing

• Process, Infrastructure, and systems recommendations and planning

• CFO Monthly review to discuss financials and future planning, with

benchmarks and recommendations

• Monthly financial reporting: GAAP-compliant, audit-ready P&L, balance sheet, and cashflow

• COA structured for optimal reporting based on business needs

• Time tracking for revenue and cost tracking

• Bank account and credit card coding

• Invoice processing and coding

• Revenue & Expense accruals

• Bill payments

• Collections

Accounting Services

Optional CFO Support

XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com

©2015 Xcelerate F inancia l . A l l r ights reserved.

 Investor-Ready Preparation

Pitch Presentation• 10-12 page pitch deck review and/or creation

• Vision, Problem, Solution, Demo, Market, Competition, Traction, Milestones,

Marketing plan, Team, Financials, Use of funds

Investor Relations• Warm introductions to Investors

• Pitch meetings representation

• Due diligence meetings

• Due diligence review & support

XCELERATE FINANCIAL LLCin fo@Xceleratef inancia l .comwww.xceleratef inancia l .com

©2015 Xcelerate F inancia l . A l l r ights reserved.

Fundraising Financial Model• 3-5 year time horizon

• Monthly Financial Statements

• P&L, Cashflow, Balance Sheet

• Assumptions page with live assumptions for real-time, sensitivity analysis

• Use of funds

• User economic calculations including Lifetime Value, Customer Acquisition Cost

• Optimize monetization

• Capital Expenditure plan with depreciation

• Department plans with cost structure recommendations

• Flexible hiring schedule with resource prioritization