Client Case Studies

Real Finance Ops, MIS Automation, FP&A & Compliance transformations delivered by Finova Consulting.

E-commerce Finance Ops Case Study
★ HERO CASE STUDY E-commerce Finance Ops

From Excel Chaos to Daily Finance Clarity for a $30M D2C Brand

VextaCFO built a finance ops engine that unified payments, bank, and accounting data into a single source of truth—enabling daily KPI visibility, tighter close control, and leakage detection across refunds and settlements.

• Close time reduced: 12 → 6 days
• Daily refresh with validation & reconciliation
• 18% refund leakage identified & corrected
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Cash Runway Case Study
Cash & Runway Management

Proactive Cash Runway & Burn Control for a Scaling Startup

VextaCFO replaced manual bank-balance tracking with a 13-week rolling cash forecast and automated burn monitoring, moving the company from reactive spending to proactive liquidity planning.

• 13-Week Rolling Cash Visibility
• Zero "Cash Surprises" in 12 Months
• 95% Forecasting Accuracy vs. Actuals
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Real Estate Financial Model Case Study
★ HERO CASE STUDY Real Estate Financial Model

Investor-Grade Project Feasibility Model for a Mid-Size Developer (ABC Realty)

VextaCFO built a structured, banker-friendly financial model that converted construction cost, sales absorption, and funding plans into a clear cash-flow timeline—so stakeholders could validate feasibility, compare scenarios, and present the deal confidently to lenders and buyers.

• Outputs: IRR, NPV, DSCR, break-even & cash runway
• Scenario planning: price, cost, sales velocity & funding mix
• Deliverable: lender pack + board-ready dashboard view
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Finance Ops case study
Finance Ops

Finance Ops Transformation for a Marketplace Startup

Finova centralized finance, automated reconciliations, fixed GST mismatches, and reduced MIS cycle time by 85%.

• 85% Faster MIS
• 100% GST Accuracy
• 22% Cost Leakage Controlled
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Startup Finance case study
Startup Finance

End-to-End Finance Setup for a High-Growth Startup

Finova built the complete finance backbone—budgeting, runway planning, investor reporting, and automated MIS—helping the founders scale confidently.

• 18-Month Visibility on Runway
• 40% Faster Board Reporting
• 100% Clean Books for Fundraise
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Valuation case study
Startup Valuation

Independent Valuation for a SaaS Series A Round

Finova built a full valuation model—DCF, market comps, and VC method—giving the founders a defensible $23M post-money valuation that investors relied on during the round.

• $23M Post-Money Valuation Agreed
• 3 Valuation Methods Reconciled
• 100% DD Queries Closed on Valuation
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MIS Dashboard Case Study
MIS & Finance Automation

Automated MIS & SaaS KPI Dashboard for a Series A Company

Finova designed an automated MIS layer syncing CRM, payroll, and accounting systems into a single executive dashboard—tracking Burn Multiple, Rule of 40, CAC Payback, and unit economics on a weekly basis.

• Real-time Burn Multiple & Rule of 40
• CRM + Payroll + ERP automated sync
• Board-ready MIS & KPI reporting
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