Situation(s):

• Financial Chaos: The client had no structured financial reporting in place, leading to financial chaos and a lack of control over their financial data, which made it challenging to make informed business decisions.
• Lack of Financial Analysis: Without a proper financial reporting system, the client lacked the necessary financial analysis to understand their business deeply. They needed insights into key financial metrics, trends, and areas for improvement.
• Burn Rate and Runway: With no clear financial reporting, the client struggled to determine their burn rate (monthly expenses) and runway (how long their current funds would last). This uncertainty was a significant concern, especially as they were preparing for Series C funding.
• Board Presentation Preparation: The client had a standard reporting process in place but needed to enhance it significantly to prepare for board presentations. They required structured, meaningful, and visually appealing reports to present to their board of directors and potential investors.
  
  

Activities:

• Financial Controls: With the help of our partnership with kept.pro, we helped the client establish robust financial controls and reporting processes, which included setting up an organized system for recording and tracking financial transactions.
• Comprehensive Financial Analysis: We conducted a thorough financial analysis, providing the client with insights into key financial metrics, profitability drivers, and cost-saving opportunities.
• Burn Rate and Runway Assessment: We calculated the client's burn rate and estimated their runway based on their current financial position, allowing them to plan their Series C fundraising strategy with confidence.
• Board Presentation Enhancement: We created customized, visually appealing board presentation materials that effectively conveyed the client's financial performance, growth potential, and strategic plans.
  
  

Impact:

• Financial Clarity: The client gained complete control over their financial data and achieved a high level of organization in their financial reporting.
• Informed Decision-Making: With our financial analysis, the client could make data-driven decisions to optimize their operations and growth strategies.
• Confident Fundraising: Armed with insights into their burn rate and runway, the client approached Series C fundraising with a clear plan and attracted investors' interest.
• Effective Board Presentations: Our enhanced board presentations received positive feedback from the board of directors, providing them with confidence in the company's financial management.

Situation(s):

• Series B Funding: To expand operations, launch new products, and capture market share, the client aimed to secure a substantial Series B investment round of $10 million
• Financial Projections: The startup lacked comprehensive financial projections needed for investor presentations and strategic planning.
• Investor Discussions: Engaging with Series B investors required meticulous preparation and persuasive financial presentations.
• Financial Operations Setup: Efficient financial operations, including budgeting, reporting, and cost management, were essential for sustaining growth.
  
  

Activities:

• Series B Funding: We collaborated closely with the client's leadership team to prepare a compelling investment pitch, identify potential investors, and manage investor discussions. Our goal was to secure $10 million in Series B funding.
• Financial Projections: We developed detailed financial projections that encompassed revenue forecasts, expense modeling, and growth scenarios. These projections were instrumental in investor presentations and long-term planning.
• Investor Discussions: We supported the client in engaging with prospective Series B investors, ensuring a clear and compelling presentation of the company's financial outlook.
• Financial Operations Setup: We established efficient financial operations, including budgeting processes, financial reporting structures, and cost management strategies. Additionally, we assumed the role of a fractional CFO to provide ongoing financial guidance.
  
  

Impact:

• Successful Series B Funding: The client secured $10 million in Series B funding, providing the capital needed to expand operations and launch new products.
• Clear Financial Vision: Detailed financial projections provided the startup with a roadmap for growth and helped attract Series B investors.
• Ongoing Financial Support: Unbridled Advisory continues to serve as a fractional CFO, offering critical financial expertise and support for the startup's operations.

Situation(s):

• Exit Strategy: The company's owners had decided to explore a sale of their business and needed expert guidance on executing a successful exit strategy.
• Sell-Side Package: Crafting a compelling sell-side package, including financials, operational insights, and market positioning, was essential to attract potential buyers.
• Diligence Efforts: Preparing for due diligence and organizing company records and financials for potential buyers was a complex undertaking.
• Buyer Discussions: Engaging with prospective buyers required careful negotiation and coordination.
  
  

Activities:

• Exit Strategy: We collaborated closely with the client to understand their goals and objectives, ultimately advising them on the best timing and approach for the sale.
• Sell-Side Package: Our team meticulously crafted a comprehensive sell-side package that included financial statements, operational data, market analysis, and growth potential. This package was designed to attract potential buyers.
• Diligence Efforts: We assisted the client in preparing for due diligence, ensuring all financial records and documentation were organized and readily accessible for potential buyers.
• Buyer Discussions: Unbridled Advisory supported the client in engaging with prospective buyers, helping to navigate negotiations and ultimately secure a favorable sale price.
  
  

Impact:

• Successful Sale: The client successfully sold their business for $7.5 million, allowing for a seamless transition to new ownership.
• Attractive Sell-Side Package: Our comprehensive sell-side package played a crucial role in attracting potential buyers and highlighting the company's value.
• Efficient Due Diligence: Streamlined due diligence efforts ensured a smooth and transparent process for potential buyers.
• Negotiation Success: Unbridled Advisory's negotiation support resulted in a favorable sale price and terms for the client

Situation(s):

• Financial Leadership: The company required seasoned financial leadership to optimize its financial strategy and operations, including financial reporting, budgeting, and cash flow management.
• Growth Strategy: With ambitions to expand its market presence and product offerings, the client aimed to identify, evaluate, and negotiate the acquisition of a complementary business.
• Seamless Transition: After successfully acquiring a new business, the client needed expert guidance in post-deal integration to align operational processes, systems, and cultures effectively.
• Synergy Realization: Maximizing the synergies and cost-saving opportunities between the acquired entity and existing operations was a priority.
  
  

Activities:

• Financial Strategy Optimization: Assumed the role of a fractional CFO to optimize financial strategy, reporting, and operations. This included refining financial reporting systems and enhancing budgeting and cash flow management.
• Strategic Financial Insights: Provided in-depth financial analysis and insights, enabling the client to make informed decisions on investments, cost management, and profitability improvement.
• Acquisition Strategy: Collaborated closely with the client to identify and evaluate suitable acquisition targets aligned with strategic goals.
• Due Diligence Efforts: Conducted thorough due diligence on potential acquisition targets, assessing financial, operational, legal, and cultural aspects to ensure a well-informed investment decision.
• Seamless Transition: Supported the client in post-deal integration efforts, working to align operational processes, systems, and cultures for a smooth transition.
• Synergy Realization: Assisted in identifying and realizing synergies between the acquired entity and existing operations, optimizing cost structures, and streamlining operations.
  
  

Impact:

• Financial Stability: Enhanced financial stability and reporting accuracy, leading to better-informed decision-making and improved financial performance.
• Strategic Acquisition: Successfully acquired a strategic business, expanding market presence, diversifying product offerings, and unlocking new revenue streams.
• Due Diligence Excellence: Assisted in mitigating risks and ensured alignment with strategic objectives through rigorous due diligence processes.
• Post-Deal Integration: Achieved a seamless integration of the acquired entity, promoting operational efficiency and cultural alignment.
• Synergy Realization: Realized significant cost savings and operational efficiencies of approximately $1.2M through synergy optimization.