Marcos Theodosiou In 60 Seconds

Finance professional with 20 years of experience as CFO, founder, banking professional and due diligence specialist. My experience includes exit preparation and fundraising across a range of industries, including technology/SaaS, financial services and sustainability. I enjoy working collaboratively with high performance teams, problem solving and helping founders to unlock value.

Specialist Skills

Exit Preparation

Helping founders to plan and deliver exit strategies.

M&A Specialist

Developing financial information and supporting materials to satisfy due diligence.

Management Information

Creating robust and investment-ready management information packs.

Banking Relationship

Working collaboratively with funders to maximise support for the business.

Systems and Controls

Strengthening financial and information controls across the business.

Track Record Highlights

  • Helped a high growth SaaS business to raise £6.5m in a Series B fundraise with three participating VCs.
  • Supported the sale of an SaaS AI technology business, including developing new management reporting, financial modelling, information memorandum and due diligence support.
  • Strategic planning and financial modelling for an established marketing research business looking to raise investment in the US.
  • Secured an offer for £1.5m of venture debt funding to support a fast-growth technology business.
  • Assisted an early-stage tech business to prepare for an investor due diligence process.
  • Developed a new investor-focused MI reporting framework for an InsureTech business.
  • Financial due diligence supporting 19 PE/VC backed acquisitions, across financial services, manufacturing, healthcare, technology, leisure and retail.

Sector Experience

  • Technology, Media & Telecoms
  • Banking & Financial Services

What's next?

To find out how we can help you scale faster, increase cash, profit and valuation and build the business which enables you to fulfil your life's ambition, please book your 30 minute Discovery Call below...

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