Tools & Case Studies

Financial Tools & Real Results

Explore case studies and tools that have helped businesses like yours succeed.

Case Studies

See how businesses achieved clear, measurable financial improvements working with QuantFi.

Model to raise in 3 weeks
Month-end close time to 5 days
Due diligence completed
Board reporting automated

Full-Spectrum Sell-Side Support Yields Multiple LOIs in 90 Days

QuantFi prepared a Midwest industrial business for sale with investment-grade materials—delivering a full financial model, QOE support, and detailed CIM that drove a competitive M&A process.

3+
serious LOIs received within 90 days of outreach
+11%
Normalized EBITDA vs. management-reported
30+ page
CIM modeled after top-tier IB standards
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Financial Modeling & Capital Strategy for AI Co-Pilot Startup

QuantFi helped an early-stage AI startup sharpen its business model, optimize pricing, and build a capital raise narrative grounded in usage-based economics and investor-grade unit metrics.

<3 weeks
to build a full investor-grade model
5+
capital raise scenarios modeled
Token-based
pricing structure adopted pre-launch
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NetSuite Rollout Unlocks Cross-Border Visibility for CPG Brand

QuantFi led a NetSuite implementation for a high-growth CPG brand, enabling streamlined warehouse operations, real-time inventory tracking, and scalable cross-border workflows.

100%
SKU-level inventory visibility across both warehouses
3x
faster monthly close process
Zero
operational downtime during rollout
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Pricing Clarity Drives Profitability for D2C Wellness Brand

A detailed unit economics review enabled smarter pricing decisions, helping a fast-growing consumer brand boost margins, cut wasteful spend, and improve EBITDA within 90 days.

+15%
increase in gross margin on top-selling SKUs
-20%
reduction in spend on unprofitable customer segments
+20%
improvement in overall EBITDA margin within 90 days
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Scenario-Driven Modeling Supports Complex PE Carve-Out

QuantFi partnered with a PE sponsor on a carve-out from a global financial institution, delivering scenario-driven modeling to optimize structure, quantify risk, and drive investment conviction.

15+
capital structure variations evaluated in real time
3
fully modeled operating scenarios supported investment committee approval
2
week turnaround from LOI to fully dilligenced model
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Work with QuantFi

Let’s discuss how we can streamline your finances and help your business thrive.