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Startup Case Study

Situation

An investor had invested in a startup that used newly developed technology to design and manufacture heated motorcycle clothing.  The investor wanted to ensure that proper management systems were established to be confident that purchase orders could be filled and growth plans were attainable.

Solution

- Worked with the founders to establish management processes that would get them more organized and enable them to better communicate across the team.

- A cash flow forecasting tool was developed to predict timing and amounts of cash that would need to be infused into the company going forward.

- Assessed strengths and  weaknesses of processes and the team, and provided those assessments back to the investor.

Satisfaction

* Partially based on the assessment of strengths and weaknesses in the team, and the forecasted cash needs, the investor decided to halt future investment.

* Currently this business has halted operations and is in hibernation.  It is most likely that halting future investment saved the investor millions of dollars.