My Dream Finance
SERVICES
Strategic Capital and Financing Solutions
Our financing approach includes assessing grants, government-backed loans, and subsidies, alongside a variety of financing options such as asset-based, IP, equipment, and growth financing and building financial models to validate.
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We also explore supply-chain financing opportunities, including AR financing, AR factoring, PO financing, and inventory-based financing, to help businesses optimize their financial structure and achieve sustainable growth.
Support Services for Contract CFO
For contract CFOs, we provide comprehensive analysis support, including building cash flow models, budget support, financial modelling, and establishing KPIs and presentations.
Additionally, we can help you create and customize financial SOPs and policies, all while working under your brand name., allowing you to focus on the company’s strategic priorities. Our services ensure that the financial groundwork is expertly managed, enabling you to drive the business forward with confidence and clarity.
Strategic Business Planning and Growth Implementation
Outsource your financial needs to us, including Accounts Receivable and Payable management, payroll processing, bookkeeping, and accounting.
Our Shared Controller services enhance working capital management, budgeting, cash flow planning, workflow optimization, and foreign exchange hedging strategies. We also offer support for closing books, establishing KPIs, working capital analysis, forecasting, managing bank covenants, designing budgets, consolidating financials, and FX hedging.
We align your company’s vision with strategic business planning, providing clear direction, priorities, and a strong value proposition.
Our services develop optimal organizational frameworks and key processes, optimizing HR and operations to support growth, change, and transitions. Through financial and operational analysis, competitor evaluation, and scenario modeling, we prepare you for growth while effectively managing risks.
Transaction Summary
$20,250,000
Capital Raising Projects
4
Advisory Roles
9
Projects in Pipeline
Our Team
Richard Meng
Partner
Former CFO of Biyork Canada & US raised multi-million dollar financing and led the company to nine-digit revenue growth.
John Qian, MBA, CFA
Partner
Former AVP of China Construction Bank Corporate Banking, experienced in banking, syndication loans, and wealth management.
Agnes Wu, CPA, MMPA
Partner
Director at Four Seasons Hotels, ex-KPMG Accounting Advisory Manager, experienced in accounting, taxation, and audit.