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Case Studies

We’ve helped companies see real results.

Our team has seen it all: we’ve raised funds, built companies, and succeeded through challenges. We’ve also helped companies like yours do the same. Explore a few of our previous clients and what solutions we implemented for them.

Series A B2B marketplace seeking to raise Series B

Situation

This client had raised its Series A round from a few high profile venture firms in Q1 2021 and realized that, to accelerate growth, it needed to raise its Series B. The company needed help with refining the financial picture of the business, in terms of the financials and KPIs, ahead of approaching investors.

Our Solution

We helped the company redefine how it thought about its revenue and gross margin, helping the company present a financial picture more in line with its peers. We further helped the company build its investor model from scratch and refine its KPIs, including churn, LTV and payback period.

Result

The company has received multiple term sheets and is working on closing its Series B.

Bootstrapped agency

Situation

The founder had built a fast growing agency and realized the need for greater visibility from its finance function to evaluate opportunities.

Our Solution

We helped the company build its financial model and KPI analyses. We aided the company in implementing NetSuite and overcoming technical debt it had built up. We have also helped the company think through incentive comp plans, ESG strategy and marketing collateral.

Result

The company now has greater visibility into its financials and key metrics, enabling it to make more informed go to market and resourcing decisions. It’s also better able to field strategic conversations with partners, investors and potential acquirers.

Testimonials

Take a look at what our customers have to say about working with us!

Jason Newsted

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July Cerwin

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Jonathan Barcant

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