Consultants Say.We Do.

The company came to us mid-cycle with a stack of unresolved corporate finance needs:

• Convertible note conversions
• A 409A valuation
• Federal fundraising compliance
• An employee stock option plan
• Cap table management
• Board decks
• Investor relations
• FP&A support
• Quarterly reporting

Everything was behind and nothing was systematized. We came in and delivered the full scope. Every item. On time. The engagement continues today because the work earned it.

The company had traction but no infrastructure to capitalize on it:

• No investor collateral
• No formal distribution channels
• No financial model
• No data room

We built and delivered:

• A custom 3-statement financial model, investor decks, and pitch scripts
• An overhauled product development roadmap, sharpened ICP (Ideal Customer Profile), and rebuilt value proposition
• A full brand design guide using AI tools — coherent visual and messaging identity for the first time
• A complete sales engine backed by a full data room
• Completed investment applications and landed investor meetings
• Ongoing sales, strategy, and fundraising counsel that moved the needle

The business ran out of one Excel workbook, and the workbook had reached its limit:

• It was the system of record and the only copy. One bad save and the business loses its memory.
• A job’s real status was the fill colour of a notes cell — legible to one person, invisible to anything else, impossible to sort or filter or ask a question of.
• Answering “who owes us what” meant reading rows and remembering the rest.
• Nothing could be asked of it. Every question was a scroll.

We built and delivered:

• A local-first CRM that seeds from the workbook once and takes over as the system of record. Every edit after that lands in the CRM. The spreadsheet stops being the thing that has to be right.
• A daily tracker that turns the status colour into real state — every open job grouped by whose court the ball is in, in the operator’s own wording, and settable from inside the software rather than by tinting a cell.
• Receivables as a live list, oldest debt first, showing what is left to collect rather than what was originally invoiced, with each customer’s balance and the age of their oldest unpaid invoice on their own page.
• Every project across every customer in one sortable table, with filters that stack and a running total for whatever is currently on screen.
• Late work that surfaces itself — a ship date already passed, an estimate that has come and gone, a vendor leg nobody is tracking. The jobs needing a person sort to the top.
• Outlook wired in — contacts, thread activity, and real reply drafts on existing threads, without leaving the record.

• Ask the system a question in plain English instead of writing a formula. Natural-language queries run against the live records:

  • Who owes us money.
  • What’s shipping this week.
  • What’s the status of 4521.

  Answered from the records directly, with no dashboard to maintain.

• A reconciler that checks the system against its own source. Its first run found 41 invoices booked as part-paid that had never been paid — a sales rep’s commission share, read as a payment.

The workbook seeded the system once. It is not where the business is run anymore. What used to require knowing where to scroll now requires only knowing what to ask.