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Case studies

What changed, in numbers

Client names and some figures are withheld where confidentiality applies. The findings, the work and the mechanics are described as they happened.

AI & SaaS

Series A model: 11 errors fixed, round closed at $14M

A vertical AI company entered diligence with a model built across three years by four people. The audit ran five business days.

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An ivory staircase of cohort bars on navy, with three gold markers pinned at the steps
material errors found
11
material errors found
audit turnaround
5 days
audit turnaround
round closed
$14M
round closed
Real estate

Mixed-use development: equity waterfall rebuilt, IC approval in one pass

A 120-unit mixed-use scheme where the sponsor's waterfall paid promote before the preferred return was fully caught up.

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Nested ivory and gold tiers cascading downward to the right, drawn as an equity waterfall
levered IRR, base case
17.8%
levered IRR, base case
through investment committee
1 pass
through investment committee
peak equity sized
$22M
peak equity sized
Hardware & manufacturing

Hardware scale-up: working capital peak found before it hit

A connected-device manufacturer planning a launch modelled revenue in detail and inventory as a percentage of sales.

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A stack of ivory unit boxes feeding a gold curve that rises to a sharp peak and falls away
working capital gap identified
$3.2M
working capital gap identified
cash conversion cycle
7 months
cash conversion cycle
to a financed plan
6 weeks
to a financed plan

Two ways to start

Book the call, or start with the checklist.

If you know what you need, book the scoping call. If you are still deciding, take the checklist investors effectively run your model against and see where it stands.

One email with the checklist. No sequence, no sharing your address.

Book a 30-minute scoping call

Thirty minutes on what exists, what it needs to do, and who has to be convinced. A fixed-scope proposal follows within 48 hours.

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