Case Studies
Client stories and finance scenarios
How founders use StartupCFO's integrated finance stack to get diligence-ready, recover credits, close rounds, and ship board packs on demand. Named client stories are published with permission; illustrative scenarios are clearly marked as composites of the engagement model.
Client stories
Named clients, published with their permission.
Illustrative scenarios
Composites showing how the engagement model works. These are not named client results.
Illustrative · Tax · Seed B2B SaaS
How a Seed-Stage SaaS Recovered $35K in R&D Tax Credits
$35K federal R&D credit · $18K payroll-tax offset (cash) · ~3 months of runway
A seed-stage B2B SaaS company came to StartupCFO after their prior CPA had filed two years of returns without claiming the R&D credit. We ran a §41 study, identified ~$250K in qualifying research expenses across engineering wages and contractor R&D, and amended returns to recover $35K in federal credits, $18K of which landed as a cash check via the §41(h) payroll-tax offset.
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Illustrative · Fundraising · Pre-seed Fintech
Pre-Seed Fintech Closes $3.5M Seed in 6 Weeks With Diligence-Ready Financials
Seed closed · $3.5M raised at $18M post · zero diligence escalations
A pre-seed fintech with ~10 months of runway came to StartupCFO knowing they needed to raise seed but worried their books wouldn't survive even early diligence. We rebuilt their close process, set up a clean cap table reconciled to legal docs, and pre-built the data room their target investors expected. When the term sheet arrived, every question was answered within hours instead of days.
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Illustrative · Fundraising · Pre-seed Healthtech
How a Med-Tech Startup Walked Into Its Seed Raise With an Investor-Ready Fundraising Pack
Investor-ready pack · driver-based 3-statement model + reconciled cap table + data room
A pre-seed med-tech company knew it needed to raise but had no coherent story for investors: a rough model, a messy cap table, and no data room. StartupCFO built a complete fundraising pack, a driver-based 3-statement model, a reconciled cap table, and a structured data room, so the team could open its seed process ready for diligence.
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Illustrative · Fractional CFO · Pre-seed Developer Tools
How a Technology Startup Repriced With Confidence Using a Purpose-Built Pricing Model
New pricing shipped · modeled MRR, margin, and churn impact · higher ARR with a clear break-even cushion
A technology startup suspected it was underpriced but feared a change would cost customers. StartupCFO built a pricing model that combined the company's real numbers with a price-elasticity assumption, showed the profit-maximizing price and the break-even churn cushion, and gave the team the confidence to reprice.
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