Case Studies
Five engagements, and what the work actually produced. Client identities are withheld, every figure below is one we can stand behind, and references are available on request.
Family offices, credit funds, SBICs, regional banks and credit unions are among the least tolerant buyers in the market of being approached badly, and nearly every relationship there arrives by referral. A corporate finance group needed more of them, and 102 new institutional introductions followed with no damage to its name.
Read the case study Download PDFThe money was already there. The reporting had stopped counting it. A payments SaaS fintech was not recognising $52K per month in recurring revenue. Pipeline reconciliation and deal-stage realignment surfaced it.
Read the case study Download PDFThree systems, each correct on its own. The revenue was falling between them. CRM, operations, and finance ran as three separate systems. Unifying them surfaced $33.7K in revenue leakage within 60 days.
Read the case study Download PDFWhen you sell into one vertical, your whole market is a list. The only question is whether you have covered it. A vertical software company turned a target list of roughly 5,000 accounts into 24 qualified opportunities and $2.3M in pipeline through done-for-you outbound.
Read the case study Download PDFThe growth came from revenue the business was already generating and failing to convert. A B2B SaaS business serving design and architecture professionals grew revenue 60% in one quarter, absorbed entirely by the existing team.
Read the case study Download PDFTell us where your revenue or operations are falling short. We will audit the issue and return with a clear plan, before any engagement begins.