Name *

First Name

Last Name

Phone

(###)

###

####

Are you a Start-up or established corporate?

Start-Up

Corporate

Do you have a dedicated CFO or finance leader? *

Yes - full time

Yes - interim

No

Is your finance function seen as a strategic partner to the business? *

Always

Sometimes

Rarely

Never

How reliable are your financial reports?

Very reliable

Mostly reliable

It requires help

Not worth it

How timely is your reporting?

Real-time

Monthly

Quarterly

Delayed

Do you have Budgeting / Forecasting Process

Yes

No

Do you have cash flow visibility clear for the next 12 months?

Yes

No

Are you prepared for your next strategic initiative, e.g. fundraising, M&A

Yes

Partially

No

No plans yet

Is your finance team ready to support your growth plans?

Yes

to some extent

rarely

Do you have clear controls in place, for example for spend and investments?

Yes

Partially

Limited or none

Have you recently experienced unexpected financial surprises?

Never

Rarely

Sometimes

Frequently

Would like to schedule a 30-min free call to discuss your results?

Yes

No