$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.
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Showing 6 of 11 casesFilters active
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
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
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
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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