What We Do

  • Investor-facing financial model development and narrative support

  • IPO readiness

  • Public peer benchmarking and investor reporting package design

What we do

  • Investor-facing financial model development and narrative support

  • IPO readiness

  • Public peer benchmarking and investor reporting package design

Case Studies

Real results for real finance teams. See how we’ve helped companies drive insights, scale smarter, and transform their office of the CFO.

• FINANCE ADVISORY

PE-BACKED

Rebuilding CARR from the Ground Up Restoring Confidence in a Core SaaS Metric

2.5 Months

From broken metric to single source of truth

1 Year+

Of prior failed consultant effort resolved

After more than a year of failed attempts to fix a broken CARR metric, this healthcare SaaS company engaged Alliance to rebuild from raw contract data. In 2.5 months, Alliance delivered a validated, auditable CARR model adopted as the foundation for board reporting, investor communications, and forecasting.

HEALTHCARE TECHNOLOGY

• FINANCE ADVISORY

PE-BACKED

Securing PE Funding Through a Liquidity Trough with a Rebuilt 13-Week Cash Flow Model

10 hrs/week

Weekly reporting effort reduced

13-Week

Cash flow model rebuilt from scratch

A PE-backed global education company in a liquidity crunch needed a reliable 13-week cash flow model to secure sponsor funding. Alliance rebuilt the model from scratch, produced weekly liquidity updates with sensitivity analysis, and provided the visibility needed to maintain operations and payroll through the trough period.

EDUCATION

• FINANCE ADVISORY

PUBLIC COMPANY

$8M in Cost Savings Through FP&A Redesign for an $80M IT Function

$8M

Cost savings identified

$80M+

IT budget function rebuilt

A publicly traded government contractor needed to rebuild FP&A visibility across its IT organization after a key vacancy and years of fragmented reporting across three ERP systems. Alliance built a vendor-level forecasting model, consolidated data into a single reporting tool, and delivered the executive visibility needed to identify $8M in cost savings.

GOVERNMENT SERVICES

Case Studies

Real results for real finance teams. See how we’ve helped companies drive insights, scale smarter, and transform their office of the CFO.

• AI & ANALYTICS

PE-BACKED

From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation

20 → 2-4 Days

Invoice processing time reduced

5

AI-powered solution components deployed

A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.

PORTFOLIO COMPANY

• HUMAN CAPITAL SOLUTIONS

PE-BACKED

24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization

24

Technical hires completed

10 Months

Full build-out delivered

A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.

TECHNOLOGY

• HUMAN CAPITAL SOLUTIONS

NATIONAL FIRM

8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function

8

Professionals placed

<2 Weeks

Average time to deployment

Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.

PROFESSIONAL SERVICES

A transaction is coming
Let’s make sure your finance function is ready.

Frequently Asked Questions

The earlier the better. The finance function gets scrutinized heavily in any transaction by buyers, investors, and auditors. Gaps that weren’t visible in day-to-day operations become visible fast under that spotlight. Alliance helps companies identify and close those gaps before they surface in diligence, which almost always leads to a smoother process and a better outcome.

It varies depending on whether you’re preparing for a sale, a capital raise, or an IPO, but it always starts with an assessment of where the finance function stands relative to what the transaction will demand. From there, we build a plan to close the gaps.