STARTUPS
Building Financial Infrastructure for a Fast-Growing Startup
Client challenge: The founders were managing finances on spreadsheets while trying to raise Series B.
Senior-Led Managed Finance
"OFP acted as a senior-led managed finance partner in this engagement."
Challenge
The founders were managing finances on spreadsheets while trying to raise Series B. They lacked the sophisticated financial modeling and investor reporting required by VCs.
OFP Role & Responsibility
What OFP Did
Built and maintained the 3-statement financial model. Produced monthly investor reporting packages and SaaS metrics dashboards.
What Client Kept
Founders focused on product and fundraising pitch.
Outcome
Successfully supported the Series B raise ($12M). Established scalable financial infrastructure that grew 300% without breaking used.
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