Success story

A fundraise-ready model for a fintech startup

We built a three-statement model and investor pack that stood up to diligence, helping the founders close their Series A with conviction.

Home — Case Studies

The challenge

A fintech startup needed to raise but lacked a model and investor pack that could withstand serious diligence.

Our approach

We built a documented three-statement model, defined the key metrics, and packaged an investor-ready narrative and data room.

The results
  • $4.2M Series A secured
  • Model passed investor due diligence
  • Founders negotiating from a position of clarity
More case studies

Explore other engagements.

Reporting overhaul for a scaling retail groupForensic review recovers hidden leakageTax restructuring for a logistics groupAnalytics dashboards for a healthtechCash-flow turnaround for an SMEBoard-ready reporting for an NGO
Get started

Ready to take control of your financial future?

Book a consultation and let's build the clarity, compliance and confidence your business deserves.

Book a ConsultationEmail us