Case Study 6
Streamlining Finance for Scale at a Pre-Series A High-Growth Tech Startup
CLIENT ASK
Establish a structured and scalable finance operation.
Elevate the existing accounting firm’s efficiency and standards.
Ensure accurate, transparent reporting for successful fundraising.
CHALLENGES
Lack of standardized reporting and financial workflows.
Financial data was inconsistent, affecting investor confidence.
FINNOSIGHTS APPROACH
Discussed the current state vs. the desired state, highlighting gaps and strategies to bridge them.
Introduced tools and processes to streamline accounting operations and accelerate month-end book close.
Discussed legacy issues and presented recommendations for a clear resolution path.
Maintained a due diligence-ready financial and legal database.
RESULTS
Built systems ready to support Series A fundraising and beyond.
Cleaned up historical compliance and regulatory concerns.
Provided clear, reliable financial data for fundraising discussions.
IMPACT
Positioned the company for future fundraising and growth.