As a key member of our team, Fintelligent bridged the gap from startup to scale. Their insights and systems played a large role in growing our revenue over 2,000% in two years.
Scott Tannen, Founder & CEO
Fintelligent provided Virtual CFO services so the CEO could focus on growth
Boll & Branch was founded in 2014 with a simple mission: produce sheets that feel good, inside and out. Their high quality and thoughtful craftsmanship has attracted tens of thousands of satisfied customers leading to eight figure annual sales in two years.
Within two months of launching its website, a positive news article generated a surge in demand.
To satisfy demand, the company needed to purchase additional inventory and expedite delivery — quickly.
As the CEO tried to figure out the cash impact, he realized he needed to be better informed by a team member with financial expertise
Align strategy with a financial plan, capital and systems to rapidly scale
FINANCIAL PLANNING & ANALYSIS:
Support strategy development and align with operational activities to drive margin growth
Create roadmap and performance metrics to increase sales, profit and cash flow
Evaluate financing options and support fundraising efforts
Implement controls to ensure accurate and timely management reports
Fintelligent provided Virtual CFO and Virtual Controller services
Fintelligent advised Boll and Branch on all financial matters, providing informed perspective and sophisticated analysis to support decisions around new products, pricing, logistics, operations, marketing and capitalization
Fintelligent upgraded financial systems to improve timeliness, management reporting and the
quality of data.
Fintelligent migrated manual, time-consuming processes to automated cloud applications
Working with management, Fintelligent developed a financial roadmap for growth. We developed metrics and tracked them regularly to help the company achieve its growth targets.
Revenue increased over 2,000% in two years
Gross profit margins increased over 60%
Company attained profitability in its 3rd year
Successfully closed multiple financing rounds at increasing valuation
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