WHY PANTHERA?
US CERTIFIED ACCOUNTANTS | EXTENSIVE SFC & SEC EXPERIENCE
Panthera Advisors is a company that offers a range of professional services to help individuals and businesses manage their finances. Whether you need assistance with accounting, tax filing, auditing, financial planning, or family office services, Panthera Advisors has the expertise and experience to meet your needs. Panthera Advisors is committed to providing high-quality, personalized, and ethical solutions that suit your goals and budget. Contact Panthera Advisors today and let them take care of your financial matters.
Our team consists of executives with over 15 years of industry experience in fund/management accounting, operations and investor relations. We have:
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Experience in fund structuring (Master/Feeder structures, SPVs, Single Managed Accounts and Co-investment vehicles)
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Substantive knowledge across asset classes including equities, credit, derivatives, futures and private equity transaction,
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Communications with financial regulators including SEC and SFC
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Extensive legal, regulatory and compliance experience
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U.S. Certified Public Accountant
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Assisted in the formation of a Hong Kong SFC licensed investment manager as part of Perry Capital’s expansion to Asia in 2006
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Collaborated on the launch and management of an Asian distressed credit hedge fund in 2012 with US$2.5b in AUM
Value Proposition:
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We are a team of accounting and finance professionals including Certified Public Accountants (CPA), fund set up experts, and financial planning professionals with significant asset management experience in HK
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We provide accounting and outsourced CFO / COO advice to start-up funds and asset management firms
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We are a viable and cost-effective alternative to an in-house CFO/COO at the early stages of a fund’s formation
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We focus on prompt communication and will be an integral part of your team
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We provide a personalized level of service, catering to each firm’s needs and preferences
OUR PORTFOLIO
HOW DO OUR SERVICES WORK?
Fill a simple form with your needs
A consultant will contact you
to understand your needs
We will send a quote for our professional services
Upon agreeing and payment, you will send us the required documents
Have you considered outsourcing a CFO?
Our outsourced CFOs are financial professionals hired to manage a company’s finances. They may work part-time, full-time, or project-based, depending on the company’s needs. Outsourced CFOs are beneficial for expanding companies, improving financial teams, and providing an objective viewpoint. Unlike a full-time CFO, an outsourced CFO may not be able to devote all their attention to your company, but they cost less. The cost of hiring an outsourced CFO ranges from $1,000 to $12,000 a month, significantly less than a full-time CFO’s annual salary starting at around $175,000. Always negotiate a rate and contract before hiring.
FREQUENTLY ASKED QUESTIONS
How does payment work? After your free trial consultation, you’ll pay for CFO Services in blocks of 6 months (in advance). In those first 6 months especially, your dedicated CFO will spend a lot of time reviewing your business, building your financial process recommendations, creating report structures and supporting you to create a target framework that aligns with your business goals.
What is the Outsourced CFO Rate? Outsourced CFO rates can vary greatly depending on the needs of the small businesses out there. The average rate for an outsourced CFO in 2023 typically ranges between $6,000 to $8,000 per month. This range in rate is what most small- to mid-sized businesses will typically pay for outsourced CFO rates in 2020. The specific rate you get will again depend on the details of your business as well as what services you will be getting in return. The monthly cost of CFO services is an investment you make in your business, it shouldn’t be considered an expense. It’s an investment you make in: - Supporting revenue & profit growth through creating a tangible target framework and growth strategy - Identifying performance optimisation opportunities, with the help of your dedicated finance business partner - Your own peace of mind, that someone is keeping an eye on your finances and you are supporting your business to grow and operate sustainably - Freeing up your time to focus on growing your business - Empowering yourself to understand your finances, manage your business excellently, and confidently engage with stakeholders like the bank and potential investors
How do I know if I need CFO Services? We recommends these top 10 tips for excellent financial management for small businesses. We think it’s really important that you dedicate time to implementing every one of these, or get support if you don’t have time to. Ask yourself these 10 questions and reach out for help if you think Panthera CFO Services can support you to build a sustainable business: 1. Do you put aside time each month to fully update, review and understand your financial performance? 2. Do you fully understand your financial statements and know how to use them to review your financial performance and position? 3. Do you make the most of financial analysis software to really bring your numbers to life, and help you manage budgeting and forecasting? 4. Do you have a grip on your current and future cash inflows and outflows, to ensure you’re never caught short, and to ensure you’ve got enough cash to fuel your business plans? 5. Is your business expenditure fully separated from your personal expenditure, so you’re clear on your businesses distinct financial position? 6. Do you have a financial target/Budget framework in place that aligns with your business goals and defines your plan to grow? 7. Do you have a financial forecast in place to anticipate and plan for challenges, and to ensure your cash position is sufficient to support your short-term plans? 8. Do you routinely scrutinise your expenses and pricing, to ensure you are maximising your profitability? 9. Are you spending too much time on activities that aren’t core to your business, like bookkeeping and financial analysis, distracting you from the activities that will bring in the most money? 10. Do you think you need help to improve your financial literacy and financial management, to confidently engage with your stakeholders and safeguard the future success of your business?
Why use an outsourced CFO? For a growing business, the cost of a full-time CFO is considerable, and won’t make a good investment. The average CFO salary in Singapore is S$220k per year! Accessing dedicated finance support on a monthly or quarterly basis is an affordable way to bring financial expertise into your business, at a price tag that suits your budget. Sleek’s CFO Services packages start at just S$600 a month.
How often can I engage with my CFO? Depending on your package, you’ll have an hour’s consultation with your CFO on a monthly or quarterly basis. The agenda will be mutually agreed based on what support you need, and what your CFO deems important focus areas. You can always increase the frequency of engagements too, or pay for a one-off additional engagement when the need arises. Additionally, you’ll have 2 hours’ of associated work/emails included each month/quarter, which covers small one-off requests or questions.
What will we discuss in our monthly/quarterly engagements? You’ll discuss an agenda mutually agreed upon by yourself and your dedicated CFO. Usually, you’ll review your monthly/quarterly performance report together and discuss key insights and actions. Beyond that, the agenda can include anything from decisions you need support on, performance optimisation opportunities identified by your finance partner, building a target framework together or discussing how to close a gap to target.
What experience does my CFO have? Your dedicated finance business partner is a certified accountant and experienced financial professional, with an average of 10 years’ experience across areas such as auditing, financial control, financial planning & analysis, financial strategy creation and performance management.
What tools does CFO Services use? CFO Services uses Panthera Analytics, which pulls your financial data directly from your accounting software to: 1. Visualise performance in insightful and interactive charts 2. Report on performance using an intuitive and modern report-building tool 3. Manage the creation & maintenance of budgets & forecasts
What are the requirements to start CFO Services? CFO Services is for all types of businesses, from brand new businesses looking to get clarity over their financial performance to high growth start-ups looking to implement a strategy to scale and grow sustainably.