top of page

The role of a CFO in fundraising and investor relations

The role of a chief financial officer is to manage the company's finances. While this may sound like a simple task, it is essential to note that many different types of fundraising and investor relations exist.

This means that CFOs must know how to approach each situation to get the best outcome for their business. The following will explain what fundraising and investor relations are, as well as some tips on how they can be used effectively in your business.

CFO duties

As a CFO, you are responsible for many duties. These include:

  • Financial planning and management

  • Financial reporting

  • Financial analysis and control systems development

  • Budgeting, forecasting, and variance analysis (for both internal financial statements and external reporting)

  • Assisting in preparing tax returns to ensure compliance with applicable laws and filing deadlines for the company's subsidiaries worldwide. This can involve extensive involvement in tax law research, developing international transfer pricing policies and procedures, and advising on related regulatory issues such as FATCA or other withholding taxes/tax credits (e.g., R&D).

Investor relations

As a CFO, you are responsible for investor relations. Investor relations is maintaining relationships with your company's investors and stakeholders—like staff members, customers, and partners. It includes the following:

  • Establishing relationships with potential investors

  • Communicating with existing investors to maintain trust in your company

  • Building long-term relationships

  • Partnering with public relations (PR) and marketing for press releases and communications

Five signs you need a CFO

  • You are looking to scale your business

  • Your business has a complex structure

  • You need to manage cash flow

  • You need to manage risk

  • You need to manage people, as well as the financial reporting process

CFO advice

When hiring a CFO, you want someone who is a good fit for your company. This means that they need to have experience working in your industry and with companies similar to yours in size and type of business. It's also vital that they are someone you can trust — if they're not honest or upfront with you about the financial status of your company and how it affects profitability, then how can you trust them with any other information?

There are many things to consider when recruiting a CFO, so take your time and ensure they are a good fit for the business.

Hiring a CFO is a significant decision and involves many considerations.

Knowing what you want from the role and ensuring the candidate has the skills to do it is essential. They need to be able to understand your business and make informed decisions based on their analysis of financial data. They also need to have good leadership skills so they can motivate others in their team, as well as be able to communicate with investors and other stakeholders about your company's strategy.

In addition, there are additional considerations when hiring a CFO that might not come up when recruiting for other roles. For example: will they fit into your culture? Will they work well with others? Do they have a good reputation? These factors must be considered during recruitment to end up with someone who works well within your organization and has an excellent track record of success.


Hopefully, this article has given you a better idea of the CFO's role and why it's so important. But if you still have any questions, don't hesitate to contact us!

5 views0 comments
bottom of page