Robert is the CEO of a venture capital-backed company. His firm is enjoying a significant revenue growth period, and would like to focus his energies on serving his rapidly expanding customer base and capturing more market share. Unfortunately, he is often trapped dealing with issues regarding shareholders, employee retention, and other matters within his financial, accounting, legal, and HR areas. Further, his ability to get timely and accurate financials is hampered by the prolific use of spreadsheets in the financial process and the inability of his team to collaborate on transactions. 

 

In addition, Robert would like his board of directors to be more efficient during their quarterly meetings. Presently, preparation for meetings, and sub-committee issues are handled via email and his directors rely on the manual creation and distribution of board books. Sub-committees struggle to find the common time and forums to complete action items prior to the subsequent meeting. Further, many sensitive documents and conversations are distributed via unsecured email and IM. Robert would like an automated solution for bringing directors together more efficiently between board meetings, thereby, allowing more productive work to occur when the directors attend the meeting.

 

How Equity Enterprise can help Robert concentrate on his core business: