Our Clients

  • Early-stage B2B technology companies
  • Lack financial expertise
  • Need to maximize the return on investments of $ and time
  • Benefit from uncovering hard-to-calculate metrics, including: LTV, CAC, Payback Period, ACV, ARR, and more
  • Communicate financials to current or potential investors

Our Solutions

  • Financial Analysis
    • Advanced 3-statement financial forecasting (P&L, Balance Sheet, Cash Flow Statement)
    • Dashboards to efficiently gauge business health and performance
    • Dynamic model inputs for streamlined scenario planning and reverse-engineering of future financing rounds, to determine optimal resource allocations
    • Bottom-up projections for increased accuracy
    • Accounting and HR automation to sync historical financial data within the projection model
    • Board and fundraising presentation packages
    • Monthly variance analysis to determine catalysts for over-performance and under-performance
  • KPI Analytics
    • We uncover, benchmark, and track critical, hard-to-calculate metrics (LTV, fully-loaded CAC, Payback Period, + more) to induce real-time, data-driven decision-making, steer your company in the right direction, and create value
    • Bottom-up model approach produces accurate KPI calculations
    • We coach our clients on speaking to the numbers and understanding appropriate KPI benchmarks and milestones
  • Ongoing support
    • Fundraising support highlighting key metrics and milestones, reverse-engineering future financing rounds, and backing up your story to impress VCs and stand out among peers
    • Ongoing monthly variance analysis, updated forecasts, and Board support to consistently monitor financial performance and drive business improvements
    • All of the materials can be integrated into slide decks or simply shared via Excel