Selected Work
We've helped venture-backed startups and growing businesses navigate high-stakes decisions with confidence. The following case studies demonstrate our analytical approach to valuation, capital strategy, and financial planning scenarios.
Challenge
The founding team was preparing for growth-stage fundraising discussions but lacked institutional-quality financials and a clear valuation narrative.
What We Would Deliver
- Build a fully integrated 3-statement financial model
- Pressure-test revenue, unit economics, and growth assumptions
- Develop an investor-ready valuation framework supported by market comparables
Outcome
Clear capital planning, improved investor-readiness, and a disciplined articulation of long-term value drivers.
Challenge
The owner sought clarity on enterprise value and exit timing while evaluating whether to pursue a sale or continue scaling.
What We Would Deliver
- Perform a DCF and market-based valuation
- Normalize historical financials
- Identify key margin and operational levers impacting enterprise value
Outcome
Actionable insight into valuation expectations and a clearer roadmap for maximizing long-term exit value.
Challenge
Management lacked real-time visibility into KPIs, cash runway, and downside scenarios, limiting effective decision-making.
What We Would Deliver
- Design a custom FP&A and KPI dashboard
- Track revenue growth, churn, cash flow, and scenario sensitivity
- Support forward-looking planning and capital allocation decisions
Outcome
Improved forecast discipline and a more data-driven approach to operational and strategic planning.
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