Case studies

Outcomes, not playbooks.

Three engagements from the last 18 months. Names and metrics published with client permission.

6 weeksfaster Series B close

Lattice Signals

DevTools SaaS at $14M ARR. Forecast was undefended; investor diligence stalled on cohort retention questions the team could not answer. We rebuilt the model bottom-up from cohort behavior, ran 11 raise scenarios, and ran point on diligence.

Series B · $22M raised, led by Index · 9-month engagement
38%improvement in CAC payback

Halcyon Health

Vertical SaaS at $4M ARR. Blended payback was 22 months and the board was nervous. We repriced four plan tiers based on willingness-to-pay analysis, recommended killing two unprofitable acquisition channels, and rebuilt the sales comp plan around payback.

Series A · Payback fell to 14 months in two quarters · ongoing
$3.2Mnon-dilutive runway extension

Northstrand Compute

Infra SaaS at $11M ARR. CEO wanted 9 months more runway without taking a down round. We built the lender package, ran process with five banks, and closed venture debt at sub-12% APR with light covenants.

Series B · 9-week debt process, end to end · followed by Series B at higher mark
Patterns

What these three have in common.

Strong product, weak finance posture

In every case the product was working. What was missing was the finance posture investors and lenders needed to see.

CEO ready to delegate

These founders had stopped trying to be the spreadsheet owner. They wanted a partner who would own it and bring back decisions, not questions.

Time-boxed urgency

A board meeting, a raise, a debt window. Specific clocks force the work to ship, and our cadence is built around them.