fractionalcfo - Ritz Group

Fractional CFO

THE PROGRAM. For the new 2024-2025 Ritz Group Season, we are pleased to announce our Fractional CFO and Mentoring Program. We have partnered with licensed Fractional CFO practitioners to provide cost effective services Entrepreneurs can choose depending where they are in their company growth and raise. We have also provided Investor Templates using the Capital Drill to include an exclusive Modeling tool dealing with full dilution and stockholder ROI projections. (Video)

THE PROBLEM. In the decade that I have owned the Ritz Group, I continue to be amazed that we expect Entrepreneurs to envision a compelling concept, set up a new company, build prototypes that grow into sellable products, add staff, while managing to fund the growth with multiple funding rounds predicated on sales and cashflow milestone achievement.

I get repeat offenders – having managed to live through this DRILL and going back for a second or third bite of the apple – often using many of the same resources that leveraged their prior success.

Yet, ask how many of the US estimated 31M Entrepreneurs have run a company? Worked for a successful Start-Up? Set-Up a Private Shareholder Company? Been a Shareholder? Have management experience or even have any business financial skills?

MISSION. The mission of the Ritz Group organization, from its inception, was to provide expertise and roadmaps to avoid landmines and accelerate the success recognizing time is “Capital Burn”. This same mission applies to co-working space, accelerators and incubators and to some degree - educators.

DeFI MIGRATION. And… the Drill is changing. Thanks to the JOBS Act, we have migrated from Accredited REG D Investors to Crowdfunding, plus State Tax Exempt regulations – each with their own registration, SEC and FINRA rules. Today, we are entering into the DeFi World of Digital Asset Tokenization with new SPBD Registration for Securities that will open the Digital Tokenization and fractionalization DeFi market to the masses.

This disruption will impact the core business provided by traditional Broker-Dealers and also the traditional role accountants and lawyers provide in the formation, transition and exit strategies. Their focus today is on the later stage Exit strategies. This is because that is where the real money is to pay for third party professional services.

The latest DeFi advances in digital tokenization for capital securities target Seed and Series A capital raises and therefore escalating the need for professional Services to help Entrepreneurs. I have been a long-time believer, that before DeFi, the Capital acquisition VOID was beyond rifle shot training, mentors, accountant and lawyer services.

Ritz Fractional CFO & Mentoring Program

The Capital Drill

Capital Drill Methodology

Fee Structure

Ritz Fractional CFO Tools

Technical Requirements

Ritz Fractional CFO & Mentoring Program

Today, managing the end-to-end Capital DRILL requires a Fractional CFO – expert in managing ALL financial issues related to the NEXT standard or digital Capital Raise. That, this expertise is well beyond the majority of entrepreneurs, universities, organizations, broker-dealers, plus mainstreet accountants and lawyers. (Video)

We believe that Capital Acquisition should be a formal PRACTICE in the Fractional CFO tool bag. This practice consists of the following expertise, plus proven templates and technologies to accelerate the process. This practice consist of the following deliverables…under a practice we call the CAPITAL DRILL

The Capital Drill

PREMISE. The Premise for Capital Acquisition is that EVERY Entrepreneur desiring to SCALE must go through the following CAPITAL DRILL and produce ALL of the “Proof-of-Concept” deliverables . That, every aspect and each component must be done correctly. And, that first timers, even with training and reasonable coaching, will NOT be able to complete the DRILL and achieve a timely success. For the vast majority, the clock will run out and their project will end up on the shelf.

That, a trained Fractional CFO, with minimal Capital Drill Training, can quickly and easily review companies to know exactly where they are in their CAPITAL DRILL to detect missing components, invalid assumptions, unclear messaging, as well as detect major Pivots to course correct and achieve success going forward.

This Practice recognizes the Client set ranges from new Start-Ups to successful companies ready for the next round of funding to continue to accelerate their growth and scale their business. That next capital round could provide the scale to EXIT.

This also recognizes that many entrepreneur companies will, or have stalled out, or face obstacles and challenges that need fresh CFO leadership to pivot and re-launch. That this leadership needs to bring fresh new concepts, ideas, tools and outside thinking to the table and most often to the board.

Capital Drill Methodology

Initial Account Consultation – Where are we today?

Vision and Value Proposition – Market NEED, VALUE and COMPETITION?

Team – From Founders, Board and Strategic Partners

Strategy for Success – What is their Gameplan?

The Story:

Elevator Pitch
2 minute Video

Investor Collateral:

Tear Sheet (One Page)
Executive Summary (One Page)
Investor Pitch Deck (10-13 Slides)
Investor Pitch
White Papers
Videos

Web Collateral:

Websites
Social Media Strategies
Technology Platforms (Desktop and Mobile)

Financials:

Business Formation – Registrations, Accounting, Payroll, Tax
Current or Pre-Money Valuations
Capital Raise Strategies –
- Credit Card, Debt, Private Equity (Standard or Digital), Grants, plus Strategic Partners
5-Year Revenue Forecast – by product and/or service line
5-Year Cashflow
Setting up a Shareholder-based company
Capital Drill Investor ROI Modeling at Exit
Terms Sheets (Next Round)

Shareholder Placement Strategy:

Type of Raise: Reg A+, Reg CF, Reg D
Placement Sources: Broker-Dealer, Listing Portal, ATS, ATS-SPV, Digital Token Exchanges (Stockblocks)
Placement Selection and Application Preparation, Submission and Approval

Fee Structure

Ritz Fractional CFO Tools

The following tools were developed by the Ritz Group and provided via the Fractional CFO and Mentoring Program to Ritz Group Member Clients

Ritz Website and Marketing Promotion of both Mentoring and Fractional CFO Program
Strategic Partnership with one or more Fractional CFO Firms
Match Market Database to “connect” Fractional CFO to Requesting Companies
Investor Collateral Templates
Capital Drill ROI Modeling Subscription Program – Individuals & Professional Version
Fractional CFO Pavilion on the Capital Expo Virtual Trade Show to promote their Clients
Capital Expo State-Wide Rollout for the Entrepreneur Community
DeFi Transition Path for Seed and Series A to Ritz In-Trust NFT’s
Capital Drill Online Course
Pod-Cast Coverage
Ritz Events to include Angel Club and Entrepreneur Club

Technical Requirements

The Ritz Fractional CFO Program is an integral part of the Ritz Group Technical Stack of infrastructure products.

Website and Marketing Promotion from the Ritz Group and Fractional CFO Partner Firm
- Contact Us via Website or Marketing
- Member of the Ritz Group
- Member of Brite Idea Lab
Fractional CFO Partner create Service Provider Profile and Storefront on Brite Idea Lab – Match Market for the Entrepreneur Ecosystem
Fractional CFO Partner to create Profiles for each Office with Sub-Profles for each qualified Fractional CFO with Capital Acquisition Training
Each Fractional CFO qualified for Capital Acquisition create their own Profile
- Contacts
- Match Criteria

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