We developed a structured management approach focused on improving organization, visibility, and long-term strategic planning.
Industry
Private Management
Challenge
Complex operations made long-term planning difficult.
Results
3x more portfolios, 95% client retention
ROI / Impact
25% reduction in annual operational costs
A rapidly growing B2B SaaS company had reached a point where its financial processes could no longer support the pace of the business. Revenue was growing, the team was expanding, and new investment opportunities were emerging, but leadership lacked a reliable way to understand how each decision would affect cash flow and profitability.
Their existing financial model relied heavily on manual inputs and disconnected spreadsheets. Forecasts took too long to update, hiring decisions were difficult to evaluate, and leadership often had to work with outdated numbers when making important operational decisions.
We conducted a complete review of the company's financial planning and reporting processes, identifying gaps in forecasting, expense tracking, headcount planning, and scenario analysis.
We then rebuilt the financial model around the company's core business drivers. The new system gave leadership the ability to adjust assumptions and immediately see the potential impact on revenue, expenses, cash flow, and runway.
Key improvements included:
We also introduced a more structured planning cadence so the finance team could update assumptions regularly and keep forecasts aligned with actual business performance.
Within the first few months, forecasting became significantly faster and more transparent. Leadership gained a clearer understanding of the financial consequences of hiring, expansion, and spending decisions.
The finance team reduced manual reporting work and established a more consistent forecasting process. With a single source of truth for financial planning, the company was able to make strategic decisions with greater visibility and prepare more effectively for its next stage of growth.
A high-growth technology startup was preparing for a major fundraising round, but its financial story wasn't keeping pace with its business performance.
Although the company had strong customer growth and increasing recurring revenue, its financial model made it difficult to clearly communicate the relationship between growth, operating expenses, and future capital requirements. Investors wanted greater visibility into the company's runway, unit economics, hiring plans, and path toward sustainable growth.
The leadership team needed a model that could withstand detailed investor questions while also helping them make better internal decisions.
We worked alongside the leadership and finance teams to rebuild the company's planning framework from the ground up. Our first step was to establish a clear set of operating assumptions and financial drivers that could be adjusted as the business evolved.
The new model incorporated:
Beyond the model itself, we helped leadership translate the numbers into a clearer fundraising narrative. Each major financial assumption was connected to a corresponding business objective, making it easier to explain how additional capital would support future growth.
The company entered its fundraising process with a more structured financial story and a significantly clearer view of its future capital requirements.
Leadership could quickly test different growth and hiring scenarios, understand their impact on runway, and respond to investor questions using consistent financial data.
The completed model also became part of the company's ongoing planning process, supporting quarterly strategy reviews, budgeting, hiring decisions, and board reporting long after the fundraising process was complete.
We design impactful strategies and digital experiences that help ambitious businesses grow faster and last longer.
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