Case studies

What changes when the numbers are right.

Stories from the kinds of companies we work with: what was wrong, what we did and what changed.

All case studies

Industries covered

SaaS & software

Agencies & studios

Clinics & healthcare practices

SaaS & software

· $4M ARR

From a 25-⁠day close to an 8-⁠day close before the Series A

A venture-backed software company with a slow close, an unreliable forecast and a raise nine months away. We rebuilt the close, the model and the board pack in one quarter.

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SaaS & software

· $4M ARR

From a 25-⁠day close to an 8-⁠day close before the Series A

A venture-backed software company with a slow close, an unreliable forecast and a raise nine months away. We rebuilt the close, the model and the board pack in one quarter.

Read the case study →

Clinics & healthcare practices

· $12M revenue

Cash visibility across four clinic locations

A growing clinic group with four locations, a lender covenant and no consolidated view of cash. We built the consolidation, the forecast and the covenant reporting the bank had been asking for.

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Clinics & healthcare practices

· $12M revenue

Cash visibility across four clinic locations

A growing clinic group with four locations, a lender covenant and no consolidated view of cash. We built the consolidation, the forecast and the covenant reporting the bank had been asking for.

Read the case study →

Agencies & studios

· $3.5M revenue

Finding nine points of margin in a design studio

A busy, well-regarded studio that was somehow not making money. Project-level profitability showed where the margin was going, and pricing changed within a quarter.

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Agencies & studios

· $3.5M revenue

Finding nine points of margin in a design studio

A busy, well-regarded studio that was somehow not making money. Project-level profitability showed where the margin was going, and pricing changed within a quarter.

Read the case study →

Every case study started with a discovery call.

Tell us what is not working and we will tell you what we would do.

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