B2B2C Aligners company
CFO
B2B2C
SaaS enabled
Services
FP&A, CFO, Fundraising
Location
New York, United States
Length of the project
28 months
Services
FP&A, CFO, Fundraising
Location
New York, United States
Estimated length of the project
28 months
Services
Services
Long-term engagement with a product-led AI startup. Rapid growth, global rollout, and investor pressure — with no FP&A, broken reporting, and no financial visibility. Finance lagged behind product and traction, slowing decisions and obscuring capital needs.
Long-term engagement with a product-led AI startup. Rapid growth, global rollout, and investor pressure — with no FP&A, broken reporting, and no financial visibility. Finance lagged behind product and traction, slowing decisions and obscuring capital needs.
Results
Results
Results
Finance became a driver — not a drag.
What began as reactive reporting became a real-time control center for capital, margin, and investor engagement.
1
From zero to full-stack FP&A
Built budgeting, tracking, and variance reviews across teams. Linked numbers to decisions; aligned reporting with board expectations
1
From zero to full-stack FP&A
Built budgeting, tracking, and variance reviews across teams. Linked numbers to decisions; aligned reporting with board expectations
1
From zero to full-stack FP&A
Built budgeting, tracking, and variance reviews across teams. Linked numbers to decisions; aligned reporting with board expectations
2
Real-time visibility, automated control
Integrated QuickBooks and FP&A tools; enabled daily tracking of cash, burn, and margin. Closed monthly books 2x faster.
2
Real-time visibility, automated control
Integrated QuickBooks and FP&A tools; enabled daily tracking of cash, burn, and margin. Closed monthly books 2x faster.
2
Real-time visibility, automated control
Integrated QuickBooks and FP&A tools; enabled daily tracking of cash, burn, and margin. Closed monthly books 2x faster.
3
+9pp EBITDA uplift, 2x US burn reduction
Cut infra spend by 50%, removed low-ROI expenses, and raised profitability in core regions
3
+9pp EBITDA uplift, 2x US burn reduction
Cut infra spend by 50%, removed low-ROI expenses, and raised profitability in core regions
3
+9pp EBITDA uplift, 2x US burn reduction
Cut infra spend by 50%, removed low-ROI expenses, and raised profitability in core regions
4
$2.5M raised, Series A pipeline secured
Led full raise: deck, model, outreach, data room. Closed the round and secured multiple term sheets and LOIs for $10M round.
4
$2.5M raised, Series A pipeline secured
Led full raise: deck, model, outreach, data room. Closed the round and secured multiple term sheets and LOIs for $10M round.
4
$2.5M raised, Series A pipeline secured
Led full raise: deck, model, outreach, data room. Closed the round and secured multiple term sheets and LOIs for $10M round.
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised
300+
decks and
models delivered$50M+
saved through
operational finance
30+
Companies
supported$200M+
Capital
raised