Case Studies
Real results for real businesses. See how our financial expertise translates into funding success and strategic growth.
Retail & Franchise
Daylight Donuts: Lean Canvas Case Study
Strategic Model Defined
How a strategic approach to a traditional franchise model created a community hub with multiple revenue streams.
HealthTech & Telehealth
9X-MED: HealthTech Business Model Canvas
Connected Ecosystem Mapped
Explored the business model behind a digital healthcare platform designed to create scalable value through technology, partnerships, and recurring revenue streams.
Fintech
Fintech Startup Seed Round
$2.5M Raised
Developed a complex multi-scenario financial model and a compelling pitch deck that helped the founders secure their seed round in record time.
Manufacturing
Manufacturing Expansion Loan
$1.2M Loan Approved
Created a detailed 5-year business plan and debt service coverage ratio (DSCR) analysis for a traditional bank loan application.
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