Case Studies
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![Four young men in a modern office space with brick walls, participating in a team meeting. One standing near a whiteboard with sticky notes, three seated on a blue couch with laptops, listening to the speaker.]()
Investor Financing Prep for Seed Stage Startup
✅ Delivered a dynamic two-year forecast integrating project and subscription economics
✅ Clarified the connection between GTM execution, recurring revenue expansion, and margin improvement
✅ Enabled testing multiple fundraising and growth paths based on pricing, conversion, or launch timing
✅ Provided sales and hiring plans tied directly to revenue generation and productivity assumptions
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![Group of people sitting around a wooden table in a modern cafe or restaurant, engaged in conversation. The scene is viewed through a window with horizontal blinds, adding a layered effect. The background features open shelving with kitchen items and plenty of natural light.]()
Cash Flow & Headcount Forecasting for Series C Startup
✅ Built 12-month rolling revenue & cash flow model
✅ Achieved <5% forecast variance
✅ Enabled confident staffing and service-line expansion decisions
✅ Supported board-level strategic planning
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![A modern urban campus with multiple multi-story buildings, green spaces, a circular plaza with trees and flowers, a parking garage with a Starbucks Coffee storefront, and a van on the street. Sidewalks and crosswalks are visible around the area.]()
Transforming Financial Operations for University Strategy Dept
✅ Transformed siloed university data into unified financial reports
✅ Built automated models for revenue, expense, and cash flow
✅ Trained operations staff to reduce external dependencies
✅ Supported long-term sustainability and internal ownership
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![A healthcare professional wearing a white coat with a stethoscope around their neck, looking at a smartphone.]()
Transforming Financial Operations for Multi-State Telehealth Startup
✅ Replaced legacy systems with Gusto and Xero
✅ Cut financial reporting prep time by 50%
✅ Conducted a comprehensive internal P&L audit, identifying cost-saving opportunities and presenting findings
✅ Built a consolidated P&L and extended 5-year forecast
