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.
Post-Series A fintech with great product traction and undisciplined unit economics. We rebuilt the financial operating system and walked the team to profitability.
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.
Average gross margin improvement in Year 1, across cohort, pricing, and supplier-terms work.
Average cash flow unlocked per engagement through working-capital and AP/AR re-engineering.
Faster fundraise close versus in-house-only finance teams, measured kickoff to wire.
Client retention after the first retainer year. Founders stay because the numbers compound.
Start here,
Book a free 20-minute discovery call, or go straight to a $400 CFO Diagnostic. The Diagnostic delivers a working read of your cash position, runway, and top 3 financial risks within two weeks. Whether you engage further or not, it's the clearest financial picture most founders have ever seen.
