We bring a strategic business context to enable discrete, impactful deliverables

Our CFO services have addressed core challenges faced by businesses across their finance and operations functions. 

From building high performing finance teams post deal, to accelerating first year audits and preparing companies for investor readiness ahead of fundraises, we deliver impactful solutions. 

Each solution reflects our commitment to overcome complex financial and operational challenges with strategic, actionable, and results-oriented solutions that drive measurable improvements across the business,

Accelerated Close. Increased Accuracy. Faster revenue cycles.

Challenge: Inaccurate, slow reporting with limited visibility
What We Did:
We streamlined finance operations, reducing month-end close times by up to 30 days. By enhancing reporting accuracy and visibility into key vendors and services, we helped clients cut costs and improve strategic decision making. 

For one client, we drove a $1M run-rate expense reduction on a $25M P&L through a zero budget close approach.

Challenge: Delayed revenue capture due to prolonged close processes
What We Did:
We integrated deal desk, FP&A, solution engineers, billing team and revenue recognition controls. This increased data visibility and shortened close timelines. Our clients gained the agility to adapt financial strategies in real time, enabling faster revenue recognition and better alignment with growth targets and their service delivery model.

The tightened alignment accelerated invoicing which eliminated need to draw down a high interest rate Line of Credit. As the company invested into growth, this reduced scaling cashflow burdens significantly.

Unified Data. Faster Decisions. Smarter Strategy.

Challenge: Disconnected systems and lack of unified reporting

What We Did:
We built integrated data infrastructures that reduced time-to-insight by up to 5x. By delivering a single source of truth, we enabled clients to make confident, timely decisions grounded in accurate data.

Challenge: Underutilized customer data
What We Did:
We implemented advanced analytics to convert raw data into actionable insights, resulting in a 20% reduction in customer churn. Clients used this intelligence to improve margins, drive loyalty, and unlock new growth opportunities.

Challenge: Unmanageable datasets slowing decisions
What We Did:
We applied targeted analytics to streamline all key data workflows. One client gained $1M in working capital on $15M in revenue by making smarter buying decisions and billing large customers according to contract terms, at beginning of the quarter rather than the end of the quarter.

Modernized Systems. Scaled Smarter. Reduced Costs.

Challenge: Manual processes and fragmented technology
What We Did:
We implemented curated tools, renegotiated cloud vendor contracts, and brought outsourced services in-house, saving a mid-market client over $2M in recurring Opex.

Challenge: Inefficient operating models, data silos, unstructured data limiting scale
What We Did:

We redesigned data sources, data feeds, structured the outputs, added mapping layers, and enforced data management rules. Improved insights and reporting capabilities were delivered enabling targeted improvement actions. 

P&L Impact: Churn reduced +20% and margins improved over 20% on a $50M ARR business.

Challenge: Lack of visibility into EBITDA and liquidity levers
What We Did:
We uncovered hidden value by analyzing variable costs, billing terms, and reseller contracts. Our insights helped a high-growth, cash-constrained SaaS company immediately improve margins and liquidity.

Executed with Precision. Positioned for Growth.

Challenge: Limited resources for post-acquisition execution and opening of a new EMEA HQ
What We Did:
We delivered seamless TSA support and integration for a public company carve-out, hired a team of ~15 to perform all core finance and sales operations functions. This ensured day-one readiness for the NewCo and successful SEC reporting compliance for the parent company. 

Challenge: Insufficient cash flow and declining profitability
What We Did:
We performed profitability analysis at the product and customer level, combined with consolidation planning, to boost working capital by $2M annually for a $15M SaaS business.

Challenge: Gaps in leadership and execution
What We Did:
We stepped in with targeted CFO executive support, driving urgency while building a new finance team to meet lender compliance reporting obligations. By accelerating a capabilities assessment, hiring plan and training quickly we were able to set a new benchmark for the finance function and set stage for the next era of growth.