Financial Infrastructure Systems We Have Built
A structured record of the financial models, cap tables, data rooms, and strategic systems we deliver — grouped by sector, stage, and infrastructure layer.
Each entry is an anonymised engagement from our work with over 80 companies across 15 sectors. They demonstrate the repeatable financial infrastructure methodology we apply at every stage. For deeper narrative, see our case studies; for founder voices, our feedback page.
Representative Engagements
Explore a selection of the systems we have built, organized by sector and infrastructure layer. Each entry is linked to the relevant service layer, sector page, and, where available, a full case study.
SaaS & Enterprise Software
Integrated Three‑Statement Model Rebuild
A SaaS company’s model did not reconcile across the three statements. Oakworth rebuilt it from the chart of accounts up, adding a documented assumption layer. The investor‑ready model passed Series A due diligence without a single adjustment. See full case →
Board‑Ready Management Accounts System
Following a Series A, board reporting was inconsistent. We built an annual operating plan, KPI framework, and monthly reporting pack. The board stopped asking about timelines. Financial forecasting methodology →
Fintech
Fully Diluted Cap Table & SAFE Modeling
Four SAFEs and a convertible note created a tangled cap table. We modeled all instruments at both conversion prices, built the option pool governance, and produced a waterfall analysis. The Seed round closed without legal objections. Cap table modeling →
Regulatory‑Aligned Management Accounts
A post‑raise fintech needed institutional‑grade management accounts with regulatory capital tracking. We built the annual operating plan, KPI framework, and monthly pack. The company used the infrastructure to hire a full‑time finance lead. Operations layer →
AI & Machine Learning
Compute Cost Reclassification & Data Room
Compute costs were buried in operating expenses. We reclassified them as COGS, built product‑level gross margin, and prepared a Level‑2 data room. Series A opened within three weeks. AI financial modeling →
Climate Tech & Clean Energy
Policy Scenario Analysis & Assumption Documentation
Revenue depended on undocumented policy assumptions. We built three policy scenarios and documented every assumption. The lead investor cited the documentation as a deciding factor in commitment. Fundraising model →
Healthcare & HealthTech
Total Cost of Ownership Build‑vs‑Buy Model
A critical technology decision lacked financial analysis. We built a three‑scenario TCO model, including breakeven timelines. The board approved the recommended path without amendment. Valuation approach →
Consumer & eCommerce
First Chart of Accounts & Cash Flow Model
No chart of accounts existed; revenue and costs were in a single spreadsheet. We built the chart, three‑statement model, and cash runway forecast. The angel round closed within six weeks. Model Library examples →
Deep Tech & Hardware
Dilution Correction & Use‑of‑Proceeds
A convertible note MFN clause was overlooked. We rebuilt the cap table, corrected dilution, and prepared a use‑of‑proceeds document aligned with the term sheet. The round closed without delay. Cap table guide →
Engagement Distribution
By Stage
The Infrastructure We Deliver
Every engagement produces one or more of the following systems, built to the FFI Standard and designed to be maintained by your team:
- Three‑Statement Financial Models — driver‑based, scenario‑ready, with documented assumption layers.
- Fully Diluted Cap Tables — all instruments modeled at correct conversion prices, with waterfall analyses.
- Investor Data Rooms — indexed, current, and compliant with Level 2 or 3 standards.
- Annual Operating Plans & KPI Frameworks — departmental budgets, variance reporting, and board packs.
- Strategic Decision Models — build‑vs‑buy, market entry, and capital allocation analyses with scenario sensitivity.
For a deeper dive into any of these systems, explore our financial modeling services or Model Library.
Oakworth Portal
Engagement starts from the Oakworth Portal section.