financial models built
We help startup CEOs and Founders tackle essential internal projects including setup of HR & payroll processes, designing KPIs and operating procedures, and creating a custom operating software stack.
We organize & analyze historical financials, tie financial models into company-wide operating KPIs, and build flexible, forward-looking financial models.
We create straightforward, investor-ready Datarooms that contain all relevant company information, and leverage outside legal council to ensure smooth interactions with investors.
We create best-in-class pitch decks for fundraising, strategy decks for new business functions, and easy-to-navigate Board packets that will help leverage the power of your Board.
We help Founders scale their operations, leveraging a team of top MBA consultants.
This fractional Chief-of-Staff engagement with a global D2C fashion brand included full-stack operations support. A few key wins included inking over a dozen celebrity partnerships, building a bespoke ERP system to handle >1,500 unique SKUs, and building the HR function from the ground up.
This was a straightforward financial model build for a pre-revenue Big Data startup raising a pre-Seed round. This model required extensive competitor research & benchmarking, but otherwise followed standard software company operating ratios, margins, and expected growth rates.
This strategic CRM build was for an Edtech startup that trains software developers for enterprise roles. We combined multiple sales datasets with a mix of qualitative & quantitative data, and created an algorithm to stack-rank the company's sales pipeline and refocus on the highest quality leads.
This was a tricky financial model build for a global D2C fashion brand raising a Seed round. This model included batched product releases, hybrid physical & digital business operations, and complex commission structures given various referral agreements.