Case Studies
Real outcomes from real startups
How venture-backed founders use StartupCFO's integrated finance stack to recover credits, close rounds, and ship board packs on demand.
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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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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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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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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