Real Impact, Proven Results

This Series B SaaS company had momentum, revenue, and product-market fit—but their financial infrastructure hadn’t caught up. Internally, the team lacked confidence in their forecasts, struggled to model hiring decisions accurately, and faced tough questions from potential investors about capital efficiency.

Their burn rate was rising faster than expected, and their existing financial model—built in-house—wasn’t flexible or investor-ready. With a Series C raise on the horizon, they needed to act fast to avoid losing credibility and capital.

The Challenge

What appeared to be a typical model cleanup turned out to be a deeper issue of misalignment between strategy and financial reality. Their current model couldn’t handle dynamic scenario planning, didn’t reflect true unit economics, and created friction in internal decision-making.

The leadership team was flying blind when it came to headcount planning, cash runway, and investor discussions. It was clear they didn’t just need a better spreadsheet—they needed a better strategy.

What We Did

We started by running a full FP&A audit—reviewing assumptions, forecasting logic, and how metrics aligned with their current stage of growth. Working closely with the CEO and Head of Finance, we rebuilt the model from the ground up, structuring it to support:

• Burn and runway planning across multiple growth scenarios
• Hiring timelines and impact on operating margins
• Cash sensitivity to fundraising timing and spend adjustments
• Clear investor-facing summaries with editable drivers

We also worked in tandem with their team to refine their Series C pitch narrative, ensuring the financial story matched the strategic one.

The Outcome

With a strategic, dynamic model in place and a sharper financial story, the team entered fundraising with confidence. Within 90 days, they closed a $15M Series C at twice the valuation of their Series B.

Even more importantly, they’ve continued using the model as a decision-making engine—supporting internal planning, monthly reviews, and board reporting.

“This wasn’t just a model. It changed how we make decisions.”— CFO, SaaS Startup