Case Studies
Three engagements, told in full.
Real B2B venture-backed clients, across different stages and industries. No consumer brands.
Example: Passing an Audit-Readiness Review Without a Restatement
A B2B healthcare software vendor preparing for a pre-IPO audit had two years of close processes that would not have survived outside scrutiny. Rebuilding the revenue recognition process ahead of the audit avoided a restatement that would have delayed the company's IPO timeline.
Example: Correcting a 409A Before It Spooked the Option Pool
A B2B cybersecurity SaaS company's 409A valuation was coming in well above what its Series A preferred price implied, a gap that risked confusing new hires and the board alike. Coordinating the 409A process directly closed the gap with a defensible narrative instead of a lucky number.
Example: Rebuilding a Model Three Weeks Before a Series B Term Sheet
A supply chain visibility platform's finance team had a Series A model that no longer matched reality, and investors were starting to ask questions the deck couldn't answer. A ground-up model rebuild closed the credibility gap before the term sheet stage.