Category: case study

Customer Success and Intentional Revenue

Customer Success and The Case for Intentional Revenue™ In my career, I’ve worked with and consulted many technology firms from small to large on customer renewal issues. Mos...

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ideas-united

Ideas United

What happens when a company's growth starts accelerating rapidly after a decade of operations? It's a great, "first-world" issue, but it also means new challenges and opportuniti...

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secretariat

Secretariat Client Case Study

One of the byproducts of fully outsourcing finance and accounting functions to TechCXO is greater credibility for your business in how your report results to Boards, potential in...

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4th_Source

Leveraging the experience of TechCXO's CFOs provides a tremendous value to many technology startups and early-stage companies. It's no secret that a big part of our value proposi...

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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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Managing Cash Optimizing Profits eBook by TechCXO

Managing Cash and Optimizing Profits Guide

Authored by TechCXO Finance & Operations Partner Neal Miller, follow these straightforward guidelines to understand the math behind growth and how you can build capabilitie...

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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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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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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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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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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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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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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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