Case Studies

Explore real-world examples of how CFO IQ helps startups, scale-ups, and SMBs with Fractional CFO and AI Finance solutions.

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SaaS Startup

Challenge: Manual reporting cycles delayed decision-making and slowed investor updates. Solution: Built AI-enabled executive dashboards that auto-refresh daily. Result: Reporting cycle reduced from 10 days → 2 days, enabling faster leadership decisions and stronger investor confidence.

Seed Raise (£1.2m Secured)

Challenge: Founder needed credible financial models and a compelling investor narrative for a seed round. Solution: Created a tailored financial model and investor deck aligned with VC expectations. Result: Successfully closed a £1.2m funding round with faster due diligence and stronger investor trust.

Scale-Up Forecasting

Challenge: Inaccurate forecasting caused surprises in cash and resource planning. Solution: Implemented AI-assisted forecasting and data-driven scenario planning. Result: Forecasting accuracy improved by 30%, enabling proactive decisions and smoother scaling.

Mobility Expansion

Challenge: Market-entry planning lacked financial visibility and risk analysis. Solution: Built AI-driven market intelligence and pricing models tailored to new regions. Result: Expansion risks reduced, giving the board confidence to move forward with new market launches.

Every business has a story. Let’s make yours a success.

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