Our Services

It's great to meet you and we're looking forward to learning more about you & your business! On our first call, we'll introduce the Grant Drive Group mentality, while starting to understand how we can best help you blaze the trail for your business. We’re able to help on two key fronts - tactically & strategically. On the path to who you want to be as a company, there’s upgrades that need to be done along the way to get you there - we want to be a part of that journey! From fractional CFO support to sales strategy development to capital raising, Grant Drive trailblazers got your back as you climb up your business mountain.

Services

Services

THE NOW - Let’s Get Tactical

Finance, Accounting & Treasury 

  • Fractional CFO duties

  • Bank Optimization & ERP Connectivity

  • Best Practices - FX Hedging, Payment optimizations, liquidity planning, notional pooling, investment policy statements

  • Accounting & treasury management system implementations, RFP coordination

Sales

  • CRM system implementations & optimizations

  • Sales strategy development, go-to-market & productivity improvement

  • AI & Workflow Automation for sales and service teams

THE FUTURE - Think Big!

Capital Raising & Coordination

  • Outline capital needs & how capital will be acquired (equity, private credit, debt issuance)

  • Funding Rounds Supported: Pre-seed, Seed, Series A - B

  • Investor package creation, includes projections, modeling and pitch deck

  • Oversee investor conversations & close on subscription tickets for raise round

Exit Planning & Ready for Sale

  • Where Strategic means Tactical - how you get shiny on the inside & out for buyers

  • Revamp on internal systems for easy operations

  • Understand positioning in the market, valuation & potential buyers

Securities offered through GT Securities, Inc., member FINRA, SIPC.