Scaling a SaaS Platform to Series B
Structured the financial backbone and capital narrative that helped a vertical SaaS company unlock institutional growth capital.
Outcome: 3.2x ARR growth in 18 months
Case Studies
Stories of Resilient Scaling
A closer look at how founders we partner with have structured strategy, capital, and execution to build companies that scale with intent.
50+ Engagements Documented
Across Early, Growth, and Scale Stages
Outcomes Measured in Capital and Operations
Selected Case Studies
A snapshot of the work: how strategy, capital, and execution come together across industries and stages.
Building Investor Readiness for a D2C Brand
Designed unit economics, cohort analytics, and a fundraising data room that anchored the next funding round.
Outcome: Closed oversubscribed Series A
Operational Turnaround for a Manufacturing Scale-up
Implemented financial controls, governance, and an FP&A function that restored margins and prepared the business for global expansion.
Outcome: 240 bps margin expansion
Capital Strategy for a Climate-Tech Founder
Mapped a multi-stage capital stack across grants, venture debt, and equity to extend runway without dilution.
Outcome: 24 months of runway secured
Compliance and Governance Reset for a FinTech
Rebuilt the compliance, secretarial, and reporting stack to meet regulator expectations ahead of a strategic partnership.
Outcome: Cleared regulatory review on first pass
Embedded CFO Engagement for a HealthTech Scale-up
Embedded a fractional CFO and finance pod to drive forecasting discipline, board reporting, and capital efficiency.
Outcome: Burn reduced by 35%
More detailed case studies will be published over time. Reach out if you would like to discuss a specific engagement.