Case Studies

Real problems. Real solutions. Real results.

🚀 SaaS Startup: Series A Fundraising Support

Challenge:
Pre-revenue SaaS company needed a financial model and investor deck to raise their Series A.

Solution:

• Built 3-year financial model with revenue scenarios
• Designed pitch deck with compelling unit economics
• Coached founder through investor conversations

Outcome:
✅ Raised $3.2M Series A
✅ Model still in use for board reporting 18 months later

⚙️ E-Commerce Brand: Operations Overhaul

Challenge:
Fast-growing DTC brand drowning in operational chaos—inventory issues, vendor delays, no process documentation.

Solution:

• Audited workflows and identified 12 critical bottlenecks
• Designed SOPs for order fulfillment, inventory management, and customer service
• Implemented project management system (ClickUp) and trained team

Outcome:
✅ Order fulfillment time reduced by 40%
✅ Customer complaints dropped 65% in 8 weeks
✅ Team morale visibly improved

🤖 Professional Services Firm: AI Workflow Automation

Challenge:
Consulting firm spending 15+ hours/week on client intake, proposal generation, and invoice reconciliation.

Solution:

• Built custom GPT for proposal drafting (connected to their CRM)
• Automated invoice reconciliation using Zapier + QuickBooks
• Created AI-powered client intake form with auto-tagging

Outcome:
✅ 12 hours/week saved on admin tasks
✅ Proposals now delivered same-day instead of 3-5 days
✅ Invoicing errors reduced to near-zero

🎯 Nonprofit: Strategic Pivot & Financial Stabilization

Challenge:
Mission-driven nonprofit facing funding gaps and unclear strategic direction post-pandemic.

Solution:

• Facilitated 2-day strategic planning retreat with board + leadership
• Redesigned budget model aligned with new mission pillars
• Introduced quarterly OKR framework for accountability

Outcome:
✅ Secured $1.8M in new grants within 6 months
✅ Board confidence restored
✅ Team aligned on clear 3-year roadmap

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