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Marcos Theodosiou

FD/CFO

Commercial, hands-on CFO with 20+ years’ experience across industry and advisory. I work with early-stage and established businesses to drive performance, build investor confidence and prepare for successful fundraising or exit. Passionate about technology and AI tools, I enjoy supporting teams that embed tech as a core product or to boost operational efficiency.

marcos-theodosiou

Track record highlights

  • Helped a high growth SaaS business to raise £6.5m in a Series B fundraise with three participating VCs.
  • Supported the sale of an SaaS AI technology business, including developing new management reporting, financial modelling, information memorandum and due diligence support.
  • Strategic planning and financial modelling for an established marketing research business looking to raise investment in the US.
  • Secured an offer for £1.5m of venture debt funding to support a fast-growth technology business.
  • Assisted an early-stage tech business to prepare for an investor due diligence process.
  • Developed a new investor-focused MI reporting framework for an InsureTech business.
  • Financial due diligence supporting 19 PE/VC backed acquisitions, across financial services, manufacturing, healthcare, technology, leisure and retail.

Sector Experience

  • Education: SaaS (B2B/B2C), AI enabled EdTech
  • Technology, Media & Telecoms: IT Services, Cybersecurity, Marketing Consultancy
  • Fintech & Insurance: InsurTech/SaaS for Insurance Agents, Insurance Broking
  • Travel: Travel Technology/SaaS, Information Services
  • Sustainable Technologies: Waste Technologies, Sustainability
  • Business services: Flexible workspace/serviced offices

Marcos's specialist skills

Exit Preparation

Partnering with founders to shape, plan and execute exit strategies, building investor confidence and transaction readiness.

M&A & Due Diligence

Leading financial modelling, diligence preparation and Information Memorandum development.

Management Reporting & KPI Frameworks

Creating automated, investor-ready reporting suites and digitised MI using tools like Power BI and Xero.

Fundraising

Supporting equity and debt fundraising with robust forecasting, bank engagement and strategic business modelling.

Finance Transformation

Implementing scalable systems, processes and finance teams in early-stage and high-growth environments.

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