Case Studies

The following examples are illustrative and represent the type of engagements we support.

Growth-Stage B2B SaaS Company

Preparing for a Series A raise

ARR
$6M
Growth
~80% YoY
Runway
18 months
Valuation
$28–34M

Situation

A $6M ARR vertical SaaS company growing ~80% YoY was entering fundraising conversations without an institutional-grade model or clear valuation story.

Runway visibility and hiring plans were unclear.

What We Built

  • • Integrated 3-statement financial model (36-month forecast)
  • • Scenario-based runway planning (base / upside / downside)
  • • Cohort & unit economics analysis
  • • Comparable & DCF valuation framework
  • • Investor-ready financial package & diligence materials

Impact

  • • Extended runway clarity from 9 → 18 months
  • • Identified $1.2M annual cost optimization
  • • Tightened valuation range ($28M–$34M)
  • • Faster investor diligence and stronger negotiations

Founder-Led Professional Services Firm

Evaluating exit vs. continued growth

Revenue
$12M
EBITDA
22%
Valuation
$14–18M
EBITDA Gain
~$900K

Situation

A $12M revenue, 22% EBITDA-margin services business needed clarity on enterprise value and whether to sell or scale further.

What We Built

  • • Normalized financials & margin analysis
  • • DCF + market multiple valuation
  • • Cash flow forecasting
  • • Operational drivers linked to value creation
  • • Exit readiness roadmap

Impact

  • • Established valuation range of $14M–$18M
  • • Identified +6% margin improvement opportunities
  • • Increased EBITDA by ~$900K through cost restructuring
  • • Clear 2–3-year value creation strategy

Technology-Enabled Growth Company

Scaling with financial discipline

Revenue
$4M
Burn ↓
25%
Runway
15 months
Forecast
±10%

Situation

A $4M revenue tech-enabled business lacked real-time visibility into burn, churn, and hiring economics, limiting confident decision-making.

What We Built

  • • Custom FP&A dashboard
  • • Monthly KPI reporting cadence
  • • Revenue & churn forecasting
  • • Cash runway & sensitivity analysis
  • • Capital allocation planning

Impact

  • • Reduced burn by 25%
  • • Improved forecast accuracy from ±30% → ±10%
  • • Extended runway from 8 → 15 months
  • • Leadership gained real-time decision visibility

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