Case studies

What a finance install actually changes.

Three engagements in sponsor-backed technology companies, in the order the problems usually surface after a close.

Case study 1 · Cash flowThirteen weeks of warning instead of none.A company was running out of cash without seeing it coming. A forecast and a weekly habit, installed inside 30 days.
Case study 2 · Monthly reportingThe monthly meeting stopped being about the numbers.Two weeks of senior management time went into a pack nobody could read the same way twice. One standard system replaced it.
Case study 3 · Bank covenantsA week of covenant math, traded for a year of forward visibility.Every quarter ended with a week of manual calculation and a wait. Now the calculation is instant and the view runs twelve months out.

Just closed on a company with immature finance?

Most of what these three companies needed was installed in the first ninety days.

Schedule a 15-Minute Strategy Conversation
Scroll to Top