Case studies

Results, with sources.

Five engagements since 2023. Every figure comes with the document it came from and a date.

A calm clinic reception with armchairs, plants and a receptionist at the front desk.

Penhallow Physical Therapy

Healthcare

·

Profitable, founder-owned

$680k collected from old claims, and a P&L for every clinic.

$680k

collected from claims over 90 days old

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A software team planning at a whiteboard covered in sticky notes.

Tidewell

SaaS

·

Series A

An $11m Series A, with no change to terms in diligence.

$11m

Series A, terms unchanged through diligence

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A roaster checking beans at a green drum coffee roaster, with sacks of green coffee beside it.

Fenwright Coffee Roasters

Food & drink

·

Profitable, founder-owned

$410k freed from stock, and a loan for a second roaster.

$410k

cash freed from green coffee and packaging stock

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Two engineers assembling a small robot arm at a workshop bench.

Brindle Robotics

Robotics

·

Seed

A $2.6m seed extension, closed in nine weeks.

$2.6m

seed extension, closed in nine weeks

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A furniture maker arranging chairs around a solid-wood dining table in a bright showroom.

Wrenfold Studio

Furniture

·

Bootstrapped

Gross margin from 41% to 52%, by costing the custom work.

52%

gross margin, up from 41%

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