Situation
A clinical compliance and health records SaaS company had real product-market fit but limited financial infrastructure. The business was in early-stage growth, not yet profitable, and all finance, HR, and marketing functions were outsourced.
Problem
The company lacked the working capital discipline and operational structure to pursue the expansion its market opportunity warranted. Fragmented outsourced functions created cost drag and reporting gaps that made strategic planning difficult.
Actions
Built the finance function from the ground up, replacing outsourced operations with internal teams across finance, marketing, and HR. Redesigned working capital management, tightened the cash conversion cycle, and improved budget forecasting accuracy. Supported geographic expansion into new U.S. and international markets, refined pricing and service packaging, and strengthened the financial infrastructure needed to support the company's growth trajectory.
Outcome
Achieved significant revenue growth and a swing to strong profitability over the engagement period. Valuation increased substantially through a combination of operational discipline, geographic expansion, and strategic positioning.