Feedback from Founders and Executives

… we had built a model ourselves but it did not reconcile across the three statements. Oakworth rebuilt it from the chart of accounts up. The Series A investor passed it without a single adjustment …

Problem: Fragmented, non‑integrated model.
Intervention: Full Foundation Layer rebuild.
Outcome: Instant investor sign‑off.

… we had previously used a generalist accountant who did not understand the difference between cash and accrual for a SaaS business. Oakworth rebuilt the chart of accounts and the three statement model in two weeks …

Problem: Incorrect accounting structure.
Intervention: Foundation Layer chart of accounts + model.
Outcome: Accurate, fundraise‑ready financials.

… we were weeks from our Seed round and the model we had sent to investors did not include a cash flow statement. Oakworth rebuilt the full three statement model within ten days. We closed the round on schedule …

Problem: Incomplete model missing cash flow.
Intervention: Urgent Foundation Layer rebuild.
Outcome: Round closed without delay.

… our pre‑revenue model connected burn rate to technical milestones instead of calendar months. That was not our idea. Oakworth restructured the model and the lead investor called it the best they had seen at this stage …

Problem: Model not aligned with technical roadmap.
Intervention: Foundation Layer restructure.
Outcome: Investor‑acclaimed, stage‑appropriate model.

… we had three revenue streams and each one was being recognised differently in the financials. Oakworth separated them, applied the correct treatment, and produced a consolidated model. The auditor signed off on the first pass …

Problem: Inconsistent revenue recognition.
Intervention: Revenue model rebuild (Foundation Layer).
Outcome: First‑pass audit approval.

… four SAFEs, a convertible note, and a co‑founder who had left. We thought the cap table was clean. It was not. The Structure engagement surfaced every issue before the Seed round legal process began …

Problem: Messy, undocumented cap table.
Intervention: Structure Layer rebuild.
Outcome: Clean cap table before legal started.

… we did not know we needed a fully diluted cap table until the lead investor's counsel requested it. Oakworth modelled every SAFE at both conversion prices and delivered the cap table within five days …

Problem: Missing fully diluted view.
Intervention: Urgent Structure Layer cap table.
Outcome: Investor request satisfied in days.

… we were preparing for due diligence and did not realise our cap table did not reflect the option pool expansion. Oakworth ran the analysis, quantified the dilution, and we adjusted the terms before the investor saw it …

Problem: Overlooked option pool dilution.
Intervention: Structure Layer analysis.
Outcome: Terms corrected pre‑diligence.

… our investor asked for a use‑of‑proceeds document three days before the closing call. Oakworth produced it within twenty‑four hours, mapped to the model and the term sheet. The round closed without delay …

Problem: Missing use‑of‑proceeds ahead of close.
Intervention: Rapid Structure Layer deliverable.
Outcome: Round closed on time.

… we approached our Series A with a model that had no documented assumptions. The first investor meeting surfaced five questions we could not answer. After the Raise engagement, the same investor asked for the assumption layer and approved it …

Problem: Undocumented, untestable assumptions.
Intervention: Raise Layer assumption documentation.
Outcome: Investor approval gained.

… the data room we had assembled was a folder of PDFs with no index and no narrative. Oakworth restructured it against the FFI Standard. The lead investor's counsel reviewed it and asked no follow‑up questions …

Problem: Disorganised, non‑compliant data room.
Intervention: Raise Layer data room rebuild.
Outcome: Zero investor follow‑up queries.

… the build versus buy analysis Oakworth produced for our board was not just a spreadsheet. It modelled total cost of ownership across three scenarios. The board approved the recommended path without amendment …

Problem: Complex strategic decision without financial backing.
Intervention: Strategy Layer TCO model.
Outcome: Board alignment and rapid execution.

… our post‑Series A board expected monthly management accounts within fifteen business days. We were taking forty-five. Oakworth built the operating plan, the KPI framework, and the variance reporting templates. The board stopped asking about timelines …

Problem: Slow, non‑standard board reporting.
Intervention: Operations Layer systems.
Outcome: On‑time, board‑ready packs.