Investors were skeptical—and the company was struggling to raise money.

 
Client:

Marketing Automation Software with B2B and B2C Revenue Streams

Issues:
-Articulating 99% margin performance
-B2B and B2C combined in the financial model
-No clarity on performance
-Lacked expense detail
-Leaders couldn’t answer what was working or profitable

How we helped:

-Rebuilt the financial model separating the business segments to provide a clear picture of performance.
-Aligned sales comp to contract (single year versus multi-year, discounting)
-Incorporated correct levers into each business segment model Developed COGs for each business Updated reporting to provide complete financial transparency

Results:

The company:
-Raised capital.

-Transformed to a transparent and accurate financial model.

-Optimized contracts and commission structures, achieving true margin performance and unlocking full growth potential.

Need help adding up your numbers?