Category: case study

ProRata Client Case Study

TechCXO fractional CFOs and supporting accounting and finance functions teams provide a tremendous value to many technology startups and early-stage companies like ProRata. It's ...

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Alliance Bus Group Case Study

Alliance Bus Group needed to transform its 50 person sales organization and change the purchasing and ownership experience for bus buyers. TechCXO worked to completely transform ...

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Aptitude Health Case Study

TechCXO took a leadership role as a fractional CTO by reorganizing the team and introducing best practices in project management and technology. Aptitude Health provides life sc...

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PokItDok

PokitDok’s platform-as-a-service enables healthcare organizations to quickly build modern commerce experiences across the healthcare value chain. Plug directly into over 690 tr...

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BoomTown Client Case Study

Charleston-based BoomTown is an Inc 500 fast-growing company that needed experienced senior financial management to help guide the business to scale as it grew from $2 Million in...

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ClearLeap Client Case Study

ClearLeap needed to manage a dynamic business growing from $500K to $20+M in revenue and through multiple funding rounds and prepare for acquisition. They also needed to quickly ...

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Rev.io Client Case Study

Rev.io sought a partner who understood the strategic and financial needs of SaaS companies. There was an immediate need for additional capital to help fuel near term growth. Tec...

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Mashable Client Case Study

During a period of rapid growth, Mashable needed to develop its key operational processes, including budgeting, billing & collections, purchasing and cash management. See...

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Deluxe Client Case Study

Deluxe had a three-pronged vision for accelerating revenue growth from recent acquisitions: streamline the sales and client relationship model, cross-sell new software and servic...

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Catabasis Client Case Study

Catabasis is a pharmaceutical and drug discovery platform.  It had initially funded the company through a round of convertible debt but needed a financing plan, an infrastructur...

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Larson Juhl Client Case Study

Larson Juhl's sales organization was misaligned with its customer base. There was little to no distinction between customer segments and the level of support and attention custo...

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zverse case study

Zverse Client Case Study

Zverse 3D printing gives businesses the ability to offer professional 3D modeling & high-quality 3D print services.  They engaged TechCXO to provide interim CSO services to ...

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List Partners

List Partners – Winmo Client Case Study

TechCXO fractional CFOs provide a tremendous value to many technology startups and early-stage companies. It's no secret that a big part of our value proposition is providing top...

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