Transaction

• Cirrus Systems, LLC (“Cirrus” or the “Company”) is a software services business providing organizations with a means to improve productivity and operational effectiveness though superior use of all their enterprise resources and do it in real-time
• Assist senior management and ownership group in assessing (i) capital needs of business, (ii) projected financial performance and (iii) possibility of outside capital

Issues

• Cirrus had never sought outside capital
• Company did not have marketing material or a financial model

Solution

• R2F worked with senior management and the ownership group to prepare the marketing material and financial model in connection with the evaluation of the business.