Case Studies

Immuno-oncology Drug Discovery

Artificial Intelligence Analytics

Artificial Intelligence Analytics

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  We worked with a pre-clinical drug discovery company with first round funding from friends, family, and angel investors to put in place financial and reporting controls. We cleaned up the financial statements, implemented internal financial controls and a monthly Board report. We implemented a cash forecast to get a true reading on the cash runway. 

Artificial Intelligence Analytics

Artificial Intelligence Analytics

Artificial Intelligence Analytics

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  We worked with an early stage Artificial Intelligence analytics company. We recast (revamped) the statement of operations into categories that made sense for their business, built a P&L to allow the full team to make better decisions.  We implemented a tight monthly financial close, in conjunction with a detailed operating budget for actual vs. budget revenue and cost analysis.

Series B Funded Medical Device

Artificial Intelligence Analytics

Series B Funded Medical Device

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  We worked with a Series B funded medical device company to develop and implement a detailed monthly operating budget for 2020-2023. The detailed, long-term budget was integral to the planning for the transition from pre-clinical to clinical studies. Worked with all members of the executive management team to ensure long-term buy-in and focus.

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