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Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Charlotte · Raleigh – Durham · Chapel Hill · Triad · Southern Pines · Coastal Carolina
Closing the GAAP to Scale Your Business
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919-230-4667
Scale Finance, LLC, Financing, North Myrtle Beach, SC
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Scale Finance Closes Growth Financing for kasina, LLC

kasina, LLC (www.kasina.com) is a leading business intelligence consultant and thought partner to the asset management, banking and insurance industries with a growing family of over 75 clients spanning five continents and representing over $7 trillion in assets under management (AUM). Kasina provides comprehensive industry data and insights that help financial asset managers structure distribution in a targeted, efficient and profitable manner.

With the financial advisory support of Scale Finance, kasina has closed an institutional growth capital transaction through Fulton Bank, the lead banking subsidiary of Fulton Financial Corporation. To support a growing backlog and its expanding big data, predictive analytics and business intelligence services offering within the financial services industry and to expand kasina’s balance sheet, kasina engaged Scale Finance LLC. Fulton Bank provided kasina an innovative growth capital facility with critically important flexibility and attractive terms.

Founded in 1999 and headquartered in NYC with an office in Boston, kasina takes a holistic approach to providing business intelligences services and assists its clientele in using technology and proprietary research schematically. Kasina focuses on providing data, insight and consulting services around distribution, marketing, e-business, product, audit, educational seminars, research, benchmarking, and data/predictive analytics and business intelligence.

Kasina’s mission is to improve financial services companies through innovation, help firms understand what the future of asset management and insurance will look like, and to offer integrated services – Innovative Consulting, Forward-Looking Research, and Data Analytics – to create industry-leading innovations that push firms to excel.

About Scale Finance – Scale Finance LLC (www.scalefinance.com) provides support in raising capital, executing M&A transactions, contract CFO services, and Controller solutions to entrepreneurial growth companies. The firm specializes in providing strategic advisory and management for companies raising growth capital and considering M&A/recapitalization opportunities, cost-effective financial reporting, budgeting & forecasting, implementing controls, complex modeling, and business valuations. Most of the firm’s clients are growing technology, healthcare, business services, consumer, and industrial companies at various stages of development from start-up and expansion to tens of millions in annual revenue. Scale Finance LLC has offices throughout the eastern seaboard including Charlotte, Raleigh/Durham, Washington, D.C. and South Florida with a team of more than 50 professionals serving over 100 companies throughout the U.S.

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Knowledge Bank

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How to Think About Valuation When Raising Venture Capital

What it Takes to Shift to a Recurring Revenue Model in Hardware & Software

Differences Between Major SBA Loan Programs – SBA 7(a) vs. SBA 504

5 Reasons Entrepreneurs Don’t Get Funded (Which Are Not Their Fault)

Balancing Profitability Versus Growth

Bootstrapping Your SaaS Business – What’s Changing

Best Options for Small Company Loans

Loan Workouts – Understanding Various Options

How to Value a Fintech Startup

The Value of Angel Investors

Finance & Accounting 101 for New Small Company Owners

How to Handle a Bank’s Rejection of Your Loan Request

Accessing University IP – Negotiating Financial & Other Terms

Why VCs Sometimes Push Companies to Burn Cash Too Fast

7 Steps for New Business Owners

Basic Benefits of Starting a Business in North Carolina

Accounting Fraud – Common Causes and How to Stop It

Why 80% of Court Judgments Go Uncollected

7 Steps for Early Stage Fundraising from a VC

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Media

Scale Finance Managing Director Dave Gilroy interviewed on WSIC Radio (local Fox affiliate)

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