V3 Advisory

Case Studies

Cincinnati Cityscape
Client:

HCM Service Provider

Issue Identified:

Pricing Issue

Our Solution:
Laura modeled out a 3-year forecast with the client's current and recommended pricing.
Project Details:
Laura reviewed the client's 3-year forecast and vendor pricing agreements which were 10 years old. Laura uncovered that the if they maintained the same path forward, their profitability targets would never be achieved with the current pricing plan. After reviewing Laura's recommendations the client went back to the vendor and renegotiated preferred pricing which would enable them to be profitable within a year.
Laura was an absolute dream to work with! She understood exactly what we needed and worked very collaboratively with us throughout the process and we felt confident the whole way.
—Service Provider President
Client:

Small Manufacturer

Issue Identified:

Financial Reporting Issue prior to Capital Raise

Our Solution:
Laura reviewed the financials from the holding company, operating company and related entities and recommended material changes to internal reporting to prepare the company for raising capital, growth and investment.
Project Details:
Certain inter-company charges needed to be implemented for patent protection (at the HoldCo) and to be able to derive the fair value of the entity requiring an investment (Operating Co). Laura provided a range of reasonable market royalty rates that could be utilized for the inter-company agreement and charge.
Laura was an absolute dream to work with! She understood exactly what we needed and worked very collaboratively with us throughout the process and we felt confident the whole way.
—CFO of Small Manufacturer
Client:

B2B Credit Card Provider

Issue Identified:

Client needed to prove to investors that "Our customers are sticky."

Our Solution:
In essence Laura told the client that this was their golden ticket. They could now show potential investors their extraordinarily low historical customer attrition rates and advised that in the event of a sale this would likely be the biggest value driver for the buyer.
Project Details:
The client submitted historical customer purchasing data for the prior five years. Laura conducted cohort analysis which showed that, on average, the client lost less than 5% of customers annually. This translates to a 20-year remaining useful life. Additionally, if someone were to buy them, their customer list would be their most valuable asset.
Laura was an absolute dream to work with! She understood exactly what we needed and worked very collaboratively with us throughout the process and we felt confident the whole way.
—Company CEO
Client:

Middle Market Payroll Provider

Issue Identified:

QBR needs SaaS Metrics and Pre-IPO Quarterly Growth Targets

Our Solution:
Laura compiled a robust sets of statistics for internal Pre-IPO planning
Project Details:
Laura created internal SaaS metrics to be included in BOD decks going forward and used industry best practices for the calculations (LTV, CAC, ARR, Churn etc). She also  pulled all Pre-IPO stats for comparable companies to help set internal Pre-IPO targets. This included quarter over quarter results and LTM results leading up to an IPO.  Additionally Laura plotted a graph of comparable payroll and human capital management provider Rule of 40 results to compare against internal results.
Laura was an absolute dream to work with! She understood exactly what we needed and worked very collaboratively with us throughout the process and we felt confident the whole way.
—Client Team

Client:

HCM Service Provider

Issue Identified:

Pricing Issue

Solution/Insights:

Laura modeled out a 3-year forecast with the client's current and recommended pricing

Laura reviewed the client's 3-year forecast and vendor pricing agreements which were 10 years old. Laura uncovered that the if they maintained the same path forward, their profitability targets would never be achieved with the current pricing plan. After reviewing Laura's recommendations the client went back to the vendor and renegotiated preferred pricing which would enable them to be profitable within a year.

Client:

Small Manfacturer

Issue Identified:

Financial Reporting Issue prior to Capital Raise

Solution/Insights:

Laura reviewed the financials from the holding company, operating company and related entities and recommended material changes to internal reporting to prepare the company for raising capital, growth and investment.

Certain intercompany charges needed to be implemented for patent protection (at the HoldCo) and to be able to derive the fair value of the entity requiring an investment (Operating Co). Laura provided a range of reasonable market royalty rates that could be utilized for the intercompany agreement and charge.

Client:

B2B Credit Card Provider

Issue Identified:

Client needed to prove to investors that "Our customers are sticky."

Solution/Insights:

In essence Laura told the client that this was their golden ticket. They could now show potential investors their extraordinarily low historical customer attrition rates and advised that in the event of a sale this would likely be the biggest value driver for the buyer.

The client submitted historical customer purchasing data for the prior five years. Laura conducted cohort analysis which showed that, on average, the client lost less than 5% of customers annually. This translates to a 20-year remaining useful life. Additionally, if someone were to buy them, their customer list would be their most valuable asset.

Client:

Middle Market Payroll Provider

Issue Identified:

QBR needs SaaS Metrics and Pre-IPO Quarterly Growth Targets

Solution/Insights:

Laura compiled a robust sets of statistics for internal Pre-IPO planning

Laura created internal SaaS metrics to be included in BOD decsk going forward and used industry best practices for the calculations (LTV, CAC, ARR, Churn etc). She also  pulled all Pre-IPO stats for comparable companies to help set internal Pre-IPO targets.  This included quarter over quarter results and LTM results leading up to an IPO.  Additionally Laura plotted a graph of comparable payroll and human capital management provider Rule of 40 results to compare against internal results.

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