DATA-DRIVEN DECISIONS FOR YOUR FINANCIAL FUTURE

AG CAPITAL CFO SERVICES

Fractional CFO Services, Outsourced Financial Planning & Analysis For Start-ups and SMEs

Excellence in Finance

AG Capital CFO Services thrives in providing a suite of financial solutions designed to empower businesses with strategic financial leadership on a flexible, part-time basis. With expertise covering various industries like technology, startups, manufacturing, retail, export, fintech, telecoms, banking, real estate and healthcare, our seasoned CFOs bring a wealth of experience from leading roles in large public companies, banks, and private enterprises.

As a large portion of our services, we cater client’s specific needs in financial planning and analysis (FP&A), working with budgeting, cash flow forecasting, and management reporting on a daily basis, ensuring businesses are equipped with the insights needed for sustainable growth. From mergers and acquisitions, due diligence, and finance integration to business exits, and third-party negotiations, we guide clients through complex transitions with precision. We also help operations through commission structure analysis, AR/AP analysis, KPI tracking, and long-term forecasting.

What sets AG Capital CFO Services apart, is our unique blend of deep financial expertise, industry-spanning experience, and a forward-thinking approach rooted in the principles of the Financial Modeling World Cup (FMWC), one of biggest annual Excel modeling competitions in the world. Being a a proud Founder of the Financial Modeling World Cup, our team combines advanced financial modeling, strategic insights, and hands-on operational support to deliver tailored solutions that go beyond the conventional CFO role. With a commitment to innovation and measurable impact, AG Capital CFO Services redefines what businesses can expect from fractional financial leadership.

Our founder and CEO, Andrew Grigolyunovich, has earned the CFA qualification (Chartered Financial Analyst) – the “gold standard” for the finance industry, as well as the MFM qualification – the “gold standard” for the financial modeling profession. Andrew ranked #5 in the 2017 Financial Modeling World Championship in New York.

OUR CLIENTS

TESTIMONIALS

Collaborating with Laura Ancane and the AG Capital team is consistently a delightful experience. Laura possesses an exceptional ability to distill complex financial reviews into clear, comprehensible insights for both my clients and myself. Her dedication goes beyond mere explanations; she invests the time to grasp the unique intricacies of each client’s needs, crafting tailored recommendations and establishing the necessary framework to bring projects to fruition.Laura's commitment to excellence is evident in her willingness to go the extra mile. She demonstrates remarkable agility, seamlessly pivoting strategies when required to ensure that deliverables are not only met but executed to perfection and within the stipulated timeframe. Her proactive approach and meticulous attention to detail make her an invaluable asset in any financial endeavor.

Andrea Lucille PoolerPrincipal consultant

Never What If Group Ltd. used the services of Andrew Grigolyunovich to create a series of financial models for different companies within the group. One of the most important financial models that Andrew created was a financial model for an investment fund that planned to expand its portfolio of assets to more than 50 hotels/ GBP 1 billion. The model forecasted the cash-flow of individual hotels and the fund overall, the return on investment by different tiers of investors, consolidated financial results, forecast of the expected loss for each investment tier and the fund overall. The financial models developed by Andrew Grigolyunovich were of high quality and easy to understand and use. He delivered the models within the defined deadlines. Later on he provided further support in model maintenance and additions of extra functionality as required. We can definitely recommend the services of Andrew Grigolyunovich, CFA, CFM.

Tamsin HallFinance manager

Starting from February 2022, Camino Financial, Inc. used the services of AG Capital CFO Services to create a portfolio planning model to forecast the development of different credit products based on products’ historical performance. The forecasts required to create the Expected Loss Methodology to derive Probability of Default, Default Rates, Roll-over Rates, calculate Loss Given Default and other financial & risk indicators. The financial model involved portfolio fund development forecasts as well as consolidated financial results of the company. AG Capital CFO Services were able to deliver the model on time, of high quality and with ease of application. The model structure follows the financial modeling standards. AG Capital CFO Services also provided guidance on usage of the model as well added extra functionality required later on during the course of the project. We have no hesitations in recommending AG Capital CFO Services for financial modeling services and will keep using his services in the future.

Michael ChamberlayneCFO

Accial Capital Management LLC has used the services of AG Capital CFO Services to create a financial model used to forecast the financial performance of our investment funds, as well as a firm-level financial model. The models forecasted the cashflow of the funds, the return on investment by different tiers of investors, consolidation of results, forecast of the expected loss for each investment and the fund overall. The financial models developed by AG Capital CFO Services were of high quality and easy to understand and use. They have delivered the models within the defined deadlines. Later on the company provided further support in model maintenance and additions of extra functionality as required. We can definitely recommend the services of AG Capital CFO Services and its CEO, Andrew Grigolyunovich, CFA, CFM!

Jared MillerCEO

AG Capital has provided with a monthly sales analysis presentation that included info our bestselling products, products with the highest/lowest markups, and lots of other KPIs, allowing us to improve gross profit by ~25%.

Frank D.CEO

OUR CORE VALUES

REPUTATION

We remember that each of our actions can improve or damage our reputation.

HONESTY

We work honestly.

RESULT

We are focused on a result.

TRUST

We keep our client information safe.

BALANCE

We stand for balanced life.

RESPONSIBILITY

We respect our employees and help them to improve their lives.

SERVICES

Fractional CFO Services

Budgets

Full Cost Analysis

Profitability Analysis

Investment ROI Projections

Cash Flow Planning

Business Plans

Business Valuation Services

Competitor Analysis

CFO Candidate Skill Assessment

Financial Model Optimization

Financial Training

Financial Modeling Training

Cost-Benefit Analysis

M&A and Exit Strategy Advisory Services

in a nutshell

Why Choose AG Capital CFO Services?

AG Capital CFO Services is a one-stop-shop Consultancy Agency for businesses seeking strategic financial guidance and support. Explore our services today to discover how we can support and improve your financial strategy, and drive sustainable growth for your business.

Tailored Financial Solutions for your business goals

Nowadays small to mid-sized businesses are constantly facing various financial challenges throughout their life cycle. Our regular chief financial officer (CFO) services are supporting businesses with a high-level financial advice without the commitment of a full-time position. This approach allows you to benefit from strategic insights & oversight from industry experts while maintaining full control, flexibility and cost-effectiveness.

Comprehensive FP&A Services

We specialize in providing regular CFO services, budgeting, forecasting, and financial modeling services to small to mid-size companies based in the United States, Canada, Australia, UK, as well as worldwide. Our financial planning and analysis services are designed to support your business with data-driven insights to make conscious strategic decisions. The team conducts a thorough analysis to help you understand the financial implications of your operational decisions, ensuring you stay on track to meet your financial goals.

Business Planning and Strategy

Since our incorporation back in 2012, we have helped hundreds of Companies in developing business plans that include market and risk assessment, revenue forecasts, expense projections, cash flow analyses and are based on client’s specific needs. Our long-term experience is helping you in understanding challenges and seizing opportunities. Whether you are launching a new product or seeking investment opportunity, AG Capital’s business plans will provide the clarity and direction you need.

Understanding your Cash Flow

Maintaining a healthy cash flow is crucial for any business. We develop customized cash flow models that allow you to monitor revenues and manage payments efficiently. Our solutions are designed to make data-based financial decisions daily.

Financial Training and Support

In addition to our core services, we provide recommendations to help your team understand and utilize our tools effectively.