For over 4 years, SavvY has been providing Floating CFO services to the investment portfolio of Gazelle Finance Georgia, a multi-country investment fund with $31 million in total capital commitments and a portfolio comprising approximately 20 companies across Armenia and Georgia.In collaboration with Gazelle Finance’s portfolio companies, SavvY has been instrumental in assessing their financial stability, preparing monthly, semi-annual, and annual financial statements, and offering advice regarding their financial stability and strategic direction. Additionally, we have assisted businesses in implementing best-practice financial reporting standards, enhancing the accessibility of their financial data to management, financial institutions, regulatory bodies, and investors. This methodical approach has enabled portfolio companies to optimize their financial operations and gain a clearer understanding of their performance.At its peak, SavvY provided Floating CFO services to up to 13 companies simultaneously. Beyond financial reporting, we have actively supported portfolio companies in identifying and evaluating development, investment, and merger &amp; acquisition opportunities. By streamlining financial processes and providing objective insights, SavvY has helped these businesses navigate complex financial environments and strategically position themselves for sustainable growth.Through this collaboration, SavvY has gained extensive experience across multiple sectors and further honed its expertise in financial management for investment funds. Our partnership with Gazelle Finance Georgia has provided valuable insights into fund management strategies in emerging markets, further enhancing our ability to deliver customized consulting services.

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Gazelle Finance

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SavvY x Gazelle Finance

The primary role of investment advising is to provide independent advice on financial reasonableness for potential investments subject to shareholder’s preferences and current market trends; and track financial efficiency of shareholders existing investment portfolio.Individual or institutional investors who are seeking professional guidance and expertise in managing their investment portfolio can benefit from this service. Whether they are new to investing, have complex financial goals, or require assistance in navigating the investment landscape, our service can provide personalized advice and help optimize the investment strategies.<img src="/uploads/Investment_Advising_f7e5cd6f0c.jpg" alt="Investment Advising.jpg">

When you need us

This service typically offers support in a range of directions to assist you with the investment advisory needs. While the specific offerings may vary based on your clients’ needs, here are some common directions that the services might offer:<ul style="list-style-type:disc;"><li style="text-align:justify;">Prepare and evaluate financial model for the investment opportunities of the company via collecting all necessary financial assumptions.</li><li style="text-align:justify;">Based on the confirmed financial model, provide the initial financial recommendations regarding the financial attractiveness of the investment opportunity</li><li style="text-align:justify;">Update of the financial models to evaluate impact on ROE, Yield and IRR.&nbsp;</li><li style="text-align:justify;">Compare the updated financial model to the investment memo.</li><li style="text-align:justify;">Monitor the financial performance of all companies within the group and present the opinion to the shareholders. In case of significant variences in the presented financial performance reports,&nbsp;access to all company wide information, including contracts, current negotiations as well as primary financial information from banks</li><li style="text-align:justify;">Monitor cash flow management within all companies and present the opinion to the shareholders.</li><li style="text-align:justify;">Evaluate and express expert financial opinion about proposed investment opportunity. If needed, ask for additional validation from third parties to prove the business model and main financial assumptions.</li><li style="text-align:justify;">Evaluate the proposed changes in the investment memos for individual investment projects and advise shareholders regarding the reasonableness of the proposed changes.</li><li style="text-align:justify;">Evaluate financial performance of all ongoing investment projects on a quarterly basis and provide recommendations regarding financial efficiency to the shareholders.</li><li style="text-align:justify;">Initiate external financial audit whenever necessary.</li><li style="text-align:justify;">Engage in financial transaction advisory activities both within and outside the country of operations.</li><li style="text-align:justify;">Lead the negotiations with local and international financial institutions on behalf of shareholders.</li></ul><img src="/uploads/Investment_Adviser_30ee0762e5.png" alt="Investment Adviser.png">

What we offer

Investment Advising

Financial reporting service typically refers to the process of preparing and presenting financial information to stakeholders, such as investors, creditors, regulatory authorities, and internal management and play a crucial role in providing accurate and timely financial information that enables decision-making and facilitates transparency and accountability.&nbsp;Financial reporting service involve the preparation of financial statements, including the balance sheet, income statement, statement of cash flows, statement of changes in equity, additional notes. The service involves collecting financial data from various sources within an organization, such as accounting systems, ledgers, and other financial records and then analyze and organize the data to create meaningful financial reports.&nbsp;Financial reporting services may include analyzing financial statements to extract insights and assess an organization's financial performance, profitability, liquidity, and solvency. This analysis often involves ratio calculations, trend analysis, and benchmarking against industry peers.Entities that require accurate and timely financial information for decision-making purposes and compliance with regulatory requirements and compliance with relevant accounting standards might benefit from Financial reporting service.In overall, financial reporting service will be beneficial if you need to be supported in preparing financial reports and analysis for internal (such as budgeting, forecasting, and performance evaluation) or external use, as well as maintain transparency, make informed decisions, meet regulatory obligations, and communicate the financial performance effectively to stakeholders.<img src="/uploads/website_13_2c13119d7c.png" alt="Financial reporting.png">

Financial reporting specialist represents the Floating CFO of the company, that is a part -time independent CFO engaged in financial management of financial reporting as well as operational level financial recommendations. This service is very effective for the C level executives and shareholders, who own a standalone or a group or companies and want to periodically receive independent and non-partial advice regarding the financial performance, stability and direction of the company.&nbsp;The aim of the service is to improve and standardize financial control, management, accounting, and reporting systems.This service typically offers support in the range of directions to assist you with the financial reporting needs. While the specific offerings may vary based on your clients’ needs, here are some common directions that financial reporting services might offer:<h2 style="text-align:justify;">Financial Reporting</h2><ul style="list-style-type:disc;"><li style="text-align:justify;">Prepare monthly financial reporting package for all active projects&nbsp;of company via checking the completeness of the financial information in the financial software and Revenue Services</li><li style="text-align:justify;">Communicate financial progress of the investment project to the management</li><li style="text-align:justify;">Monthly reporting on the financial performance for the company and across projects including:&nbsp;</li></ul>• Forecast vs actual analysis• Impact on ROE&nbsp;• Major financial achievements&nbsp;• Drawbacks<h2 style="text-align:justify;">Cash Flow Management</h2><ul style="list-style-type:disc;"><li style="text-align:justify;">Preparation of monthly cash flows from the bank statements across all investment projects and management company</li><li style="text-align:justify;">Preparation of quarterly operating and capital expenditures budget for the company&nbsp;</li><li style="text-align:justify;">Comparison of the actual cash flows to the operating and capital expenditures budget with the relevant comments on deviations (Budget vs actual)</li><li style="text-align:justify;">Prepare quarterly/on demand equity disbursement schedule for each portfolio investment company</li></ul><h2 style="text-align:justify;">Financial Reporting Policy Development</h2><ul style="list-style-type:disc;"><li style="text-align:justify;">Create uniform accounting and financial reporting policy for the company</li><li style="text-align:justify;">Communicate with the accountants to support the company with the solutions to maintain IFRS compliance financial reporting</li><li style="text-align:justify;">Communicate with relevant Regulatory Authorities</li></ul>

Floating CFO for the Gazelle Finance Investment Portfolio