$6.5M Series B closed in 11 weeks
Pre-Series B founder with three months of runway. We built the model, the narrative, and the data room, and led investor process from term sheet to close.
$6.5M
Raised
11 wk
End-to-end
3.2×
Oversubscribed
Case studies
The work, in receipts.
Sanitized for confidentiality. Real engagements, real outcomes, real founders. Each case ships with a downloadable one-pager, and a senior advisor ready to walk you through it.
Showing 11 of 11 cases
4.7× runway extension via working capital surgery
Profitable DTC brand strangled by inventory. We re-engineered payment terms, vendor cadences, and inventory policy, without a layoff and without a raise.
4.7×
Runway extension
−38%
Inventory days
+22%
Operating cash
11.2× exit multiple for a founder-led operator
Sell-side engagement for a regional clinic group. We rebuilt the unit economics view, defended the adjustments, and quarterbacked diligence end-to-end.
11.2×
EBITDA exit multiple
6 mo
Process
97%
Of price held
Close cycle cut from 18 days to 7
60-person services firm with a chaotic close. We rebuilt the close workflow, automated reconciliations with AI, and trained the internal team to run it.
−61%
Close time
+4
Headcount avoided
99.7%
Match rate
740 bps gross margin recovery without price increases
Mid-market contract manufacturer losing margin to quote leakage and freight pass-through gaps. We rebuilt the costing model and the quote-to-cash workflow.
+740 bps
Gross margin
−19%
Freight leakage
+$6.2M
Annualized GP
From $740K monthly burn to operating break-even in 9 months
Post-Series A fintech with great product traction and undisciplined unit economics. We rebuilt the financial operating system and walked the team to profitability.
Break-even
Operating cash
9 mo
To break-even
−68%
CAC
AI infra company taken from chaos to S-1 ready in 9 months
An AI inference platform doubling every six months, with finance held together by a controller, two spreadsheets, and prayer. We rebuilt the entire finance stack and walked the company to audit-grade close discipline.
S-1 ready
Filing posture
9 mo
End-to-end
$184M
ARR at filing
Restructured a $120M hospitality portfolio without surrendering control
A family office with four luxury hospitality assets across the Gulf, $86M in over-levered debt, and a family principal who had been told by three banks to liquidate. We rebuilt the capital stack, kept the family in control, and re-rated the portfolio.
$86M
Debt restructured
−420 bps
Blended cost of debt
100%
Family ownership retained
240 MWh battery storage project financed at 78% debt without a corporate guarantee
An early-stage storage developer with a strong site, a weak balance sheet, and a $94M build to fund. We built the project-finance package, ran the lender process, and reached NTP without putting the parent on the hook.
78%
Debt financing achieved
$73M
Senior debt closed
7 mo
FID to NTP
Marketplace re-architected its take rate and unlocked $3.4M in contribution margin
A two-sided B2B marketplace with healthy GMV growth but flat contribution margin and a board threatening to cut growth spend. We rewrote the take rate model, killed the wrong subsidies, and turned the unit economics inside out.
+$3.4M
Annualized contribution margin
+520 bps
Take rate
−63%
Subsidies
Treasury redesign that turned idle cash into a $4.1M annualized yield engine
A Series C fintech sitting on $220M of post-raise cash in a checking account earning 0.05% APY. We built a treasury policy, an operating-cash framework, and a yield ladder, then ran it through three Fed pivots without touching working capital.
$4.1M
Annualized treasury yield
$220M
Cash deployed
4.7%
Blended yield
38%
Average gross margin improvement in Year 1, across cohort, pricing, and supplier-terms work.
$1.2M
Average cash flow unlocked per engagement through working-capital and AP/AR re-engineering.
3×
Faster fundraise close versus in-house-only finance teams, measured kickoff to wire.
92%
Client retention after the first retainer year. Founders stay because the numbers compound.
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