Project Case Study
Fractional CFO & Capital Advisory for an Energy Technology Company
Challenge
A fast-growing energy technology company preparing for a Series B capital raise faced mounting financial complexity. The business operated with hardware sales, lease options, and a growing SaaS model—each with distinct pricing strategies and revenue recognition requirements. Compounding the challenge was a highly variable cash flow profile, driven by complex contract structures and significant deferred revenue balances.
Solution
FSI was engaged as the company’s Fractional CFO partner, delivering end-to-end support across financial modeling, budgeting, FP&A, and capital advisory. We built dynamic forecast models that reflected each revenue stream’s unique cost and margin structure and supported real-time scenario planning. To address the significant deferred revenue complexity, we developed journal entry templates and accounting models that accurately mapped contract terms to revenue recognition schedules and cash flows. We also created robust pricing models for the company’s hardware, lease, and SaaS offerings. This financial infrastructure enabled the efficient development of a 55-page Series B investor memorandum, anchored by real-time, auditable forecast data which FSI developed alongside the management team.
Impact
The company achieved a new level of financial clarity, empowering leadership and the board to evaluate capital deployment strategies and fundraising scenarios with confidence. Our accounting models ensured accurate financial reporting and audit readiness, while the pricing strategy aligned sales operations with critical unit economics understandings. With institutional-grade investor materials and a credible, data-driven narrative, the company accelerated Series B discussions and entered the market positioned for sustainable growth and capital efficiency.
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