Portfolio
One company. One dataset. Four connected decisions.
These case studies document how the SaaS Financial Decision Suite was designed, calculated, and validated — using the fictional company Havenpoint Workflow. They are demonstrations of method, not client engagements.
Module 1
Performance & Cash: from a revenue chart to a break-even date
How a founder-led workflow-automation SaaS gets a reconciled MRR bridge, a defensible runway number, and an NPV-based answer on a proposed feature investment.
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Module 2
Accounting & Assets: a register that forecasts its own expense
Turning a pile of purchase receipts and a capitalized-development decision into an asset register with depreciation schedules, carrying values, and impairment indicators.
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Module 3
Workforce & Hiring: the true cost of “can we afford this hire?”
A workforce-cost model that answers the affordability question with fully loaded costs, jurisdiction-aware burden estimates, and the hire's effect on burn, runway, and break-even.
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Module 4
Tax Readiness & Expansion: a bridge your adviser can work from
A book-to-tax reconciliation with documentation status on every adjustment, plus a weighted comparison of three international market entries on cash, time, and risk.
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