Date: 12.11.2025 (2025-11-12)
Nikas Bergaglio (12.11.2025) Context: • https://www.linkedin.com/in/nikasbergaglio/ • CFO | Startup & Scaleup Growth | Fundraising Specialist | Ex Founder & Ceo • Lugano, CH • Interim CFO and Fundraising Partner at Viola (75 ppl on LinkedIn) • My Message: • I came across your profile, because I am looking for entrepreneurial CFOs. • We’re developing proprietary AI models for Controlling & Accounting, trained to handle even complex cases - for example, multiple purchase orders on a single invoice or supplier price-variance tolerances. • Reply: • Hi Max, thanks for reaching out. Yes no problem. We can schedule a video call next week - I’m pretty flexible on the schedule so let me know when and we’ll find a slot.
Notes: • Automation: • • Notes: • Startup experience • He now is a CFO • Biggest objections / challenges in his daily life? • They use Excel a lot • Scenario modelling is very time intense and error prone -> that would be great • Start / end date of people • Most valuable flows for him? • AI is very useful of balance sheets - from PE / VC perspective • He uses ChatGPT -> you have to train it on the outcome that he wants to have • Calculate financial metrics of the company • Connect financial numbers to KPIs within the company • There should be a granular level of data -> connect it to real time data (e.g. marketing costs related to CACs of a campaign) • Find jewels • When he has to go through documents / summarise them -> ChatGPT • He would wish a more structured system that is built for a company with all context - upload everything - centralise everything -> can ask questions, analyse data, create summaries • IT landscape is fragmented • CF forecasts -> companion to ask questions • Context: team setup? internal and external? • • Which tasks are the biggest pain? With magic wand -> what would he solve? • Gathering documents • Preparing everything quarterly reports, balance sheets and CF statements • Some forecasts and scenario analysis and CF analysis and sensistivty analysis • Tools • He has not looked actively • Which tasks would he focus on? • • Do they already have automations? Which ones? How well do they work? • • Which companies would he target? • • General feedback to pitch? • AP: supplier change prices constantly -> automatic check is important • For him FP&A would be a big help • Cash Management would be great • He is not very relevant - more on the investing side