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Client stories

Explore our Fractional CFO and FP&A client success stories to see how we've helped startups, SMEs, and VCs with cash flow management, fundraising, and financial planning.

A seed sailing navigation startup needed help optimizing their seasonal marketing strategy and forecasting their app costs. We built a granular financial model and operational dashboards, identifying the breakeven point, optimizing marketing budgets, and creating a roadmap to profitability. By enabling simple scenario analysis and decision-making, we improved cash flow and fundraising planning. We also built a tool to optimize marketing spend and refined forecasting and budgeting.

Our expertise in financial statements and cash flow planning refined their operations, leading to successful fundraising and critical insights.

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