Client stories
Everybusinessisdifferent
What stays consistent is the need for clear thinking, calm financial judgement, and someone experienced alongside the founder. Here are a few examples of how we've supported clients in practice.
Building a finance function that scaled through to exit
As the business grew, the finance function needed to move beyond basic reporting and start supporting real decision-making.
We worked closely with the founder to build a finance function that could scale with the business — introducing robust forecasting, clear management information, and CFO-level input into planning and strategy.
That work ultimately supported a successful exit, with Dave managing the financial aspects of the transaction and supporting the founder through the process.
"Dave built a finance function that grew with us, and his forecasting became the backbone of our decision-making."
— David Philippson, CEO, DataSeat
A long-term finance partner across multiple ventures
Some founders don't need convincing of the value of good finance — they need someone they trust when things get complicated.
Over multiple ventures, we've supported strategic decision-making, provided commercial challenge, and brought calm financial perspective at key moments.
The relationship is less about transactions, and more about judgement, experience, and knowing when to lean in.
"Whenever I start a new venture or face a new challenge, Dave is one of my first calls."
— Simon Green, Entrepreneur
Calm financial support during a high-pressure transaction
For many founders, transactions are unfamiliar and stressful — even when they're positive.
We supported the leadership team through a complex transaction, taking responsibility for the financial detail and helping the founders stay focused on the bigger picture.
The aim wasn't just technical accuracy, but calm, human support when it mattered most.
"Having someone who knew our business and could bring a human touch to a very stressful situation was invaluable."
— Mike Robinson, CEO, Trans-World Events
Supporting founders through fundraising
Preparing for a raise often highlights gaps in financial clarity — forecasts that don't quite hold up, numbers that are hard to explain, or uncertainty about how the story comes across to investors.
We support founders by tightening the financial narrative, building credible forecasts, and acting as a steady financial presence throughout the fundraising process — including direct engagement with investors when helpful.
The goal is to give founders confidence in the numbers, and investors confidence in the business.
Client quote to be added.
Let'shaveaconversation
If you'd like to understand how this kind of support might look in your business, a conversation is the best place to start.