Case Studies

Results. Not slide decks.

Every claim has a number. Every case study has a verified outcome. No case study without a metric.

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Financial Modeling
3-year operating model built in 72 hours before Series C close
Enterprise SaaS · Series C · $28M round
$28M
Series C closed at target valuation
72 hrs
From engagement to board-ready model

CFO had 4 days before investor deadline. No model existed. We built a fully wired 3-statement model, ARR waterfall, headcount plan, and scenario analysis — board-ready in 72 hours. The round closed at target valuation with no model revisions requested.

3-Statement ModelARR WaterfallScenario AnalysisSeries C
Close Automation
14-day close reduced to 3 days — $180K overtime eliminated
Tech Company · Series B · 120 employees
14→3
Close days — before and after
$180K
Annual overtime eliminated

Mapped 87 close tasks, automated 34, AI-assisted 28. Built automation for journal entry routing, reconciliation alerts, and real-time close status dashboard. Controller now manages close with half the team in a third of the time.

Close AutomationWorkflow DesignController Ops
SOX Compliance
82% SOX cost reduction — $1.08M saved — zero material weaknesses at audit
MedTech · Pre-IPO · FDA regulated
82%
Cost reduction vs Big 4 quote
$1.08M
Saved in year one

Big 4 quoted $1.32M for first-year SOX program. We designed and implemented an equivalent framework for $240K — zero material weaknesses at audit. IPO went ahead on schedule. The framework runs with internal staff and annual external review.

SOX CompliancePre-IPOMedTechInternal Controls
Board Reporting
180 CFO hours per quarter → 4 hours of review. Package builds itself.
SaaS Company · Series C · Quarterly board
180→4
Hours per quarter to produce board pack
10 days
Before each meeting — fully automated

CFO was spending 6 weeks per quarter on board reporting. We built an automated system that pulls live data from Stripe, Salesforce, and NetSuite 10 days before each meeting, generates all financial exhibits, and writes variance commentary in the CFO's voice.

Board ReportingData AutomationCFO Productivity
M&A Diligence
$180M acquisition diligenced in 5 days for $38K — vs 6 weeks at $280K Big 4
PE-Backed Acquirer · Software acquisition
5 days
Full financial diligence completed
$242K
Saved vs Big 4 quote

PE firm needed financial diligence on a $180M software acquisition in an accelerated process. Big 4 quoted $280K and 6 weeks. We completed equivalent diligence — QoE analysis, revenue recognition review, customer concentration risk — in 5 days for $38K.

M&A DiligenceQoE AnalysisPESoftware
Revenue Forecasting
Self-running revenue forecast every Monday 6am — 400 CFO hours per year reclaimed
B2B SaaS · $45M ARR · Series C
400 hrs
CFO hours reclaimed per year
Weekly
Automated forecast delivered Monday 6am

VP Finance was rebuilding the revenue forecast manually every week. We built an automated system that pulls live pipeline from Salesforce, billing from Stripe, and marketing data from HubSpot every Monday morning — then generates the forecast with variance commentary.

Revenue ForecastingSalesforce IntegrationAutomation
CRM Integration
Salesforce + NetSuite unified — close cycle from 12 days to 4 days
Enterprise Tech · $80M revenue · 200 employees
12→4
Close days after integration
Zero
Manual data re-entry between systems

Finance team was manually reconciling between Salesforce and NetSuite every close. We designed and implemented a bi-directional integration that eliminated manual entry, auto-reconciles bookings to revenue, and cut the close by 8 days.

CRM IntegrationSalesforceNetSuiteClose Optimization
Automated Trading
Autonomous prediction market trading system — 34% returns in 8 months
Family Office · Prediction markets · Autonomous
34%
Returns in 8 months of operation
24/7
Fully autonomous — no human required

Built a fully autonomous prediction market trading system using AI signal detection, Kelly Criterion position sizing, and automated execution. System runs 24/7 with circuit breakers, daily reporting, and full audit trail. Zero human intervention required for operation.

Autonomous TradingAI SignalsKelly CriterionFamily Office
8+
Verified case studies with specific metrics
$1.5M+
Total client savings documented in case studies
82%
Average cost reduction vs traditional alternatives
100%
Client retention across all engagements

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