Building the financial architecture for a Series A consumer company
Situation
A venture-backed consumer company at Series A, progressing toward Series B. The company had revenue and investor backing but no financial architecture: no operating model tied to the plan, no forecasting capability, and no reporting cadence the board could rely on.
What was built
- A driver-based operating model linking revenue, cost and headcount to the operating plan
- A forecasting capability with a monthly cadence, owned by the team
- AI-enabled operating infrastructure to keep the forecast and reporting current
Decisions it enabled
The model gave management a trusted view of runway under different operating cases. Hiring pace, spend commitments and the timing of the Series B process were decided against that view instead of against a static budget.
Outcome
The concrete deliverable was a working financial architecture: the operating model, the forecasting cadence and the reporting the board sees each month. The decision it supported was when and how to approach the Series B, made on numbers the company could defend.
Engagement type
Ongoing fractional CFO engagement. Specific dates and commercial terms are withheld under client confidentiality.