This hidden gem of Innovate is that EVERY client receives the oversight of a dedicated C-Suite executive who will provide invaluable insight into your business.
The role of the Innovate CFO is multi-fold. Primarily your CFO is dedicated to providing insight into your monthly financial performance.
More strategically important, your CFO will bring prospective advice you that can take a variety of paths, from debt/equity leverage to taking advantage of available tax credits or other government benefits. Our C-Suite has walked in your shoes and will provide you invaluable intellectual support.
We ensure your cap table is automated, accurate and up-to-date and Innovate will provide you with an automated platform that is updated with every transaction on a real-time basis.
Investors will be provided with a secure platform where they can access investor relations documents, including electronic securities and employees will be provided a secure platform where they can exercise options and track vesting schedules to keep them engaged and motivated.
Tax forms and 409A valuation services available as well to make us a one-stop shop for all things Investor Relations!