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.

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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Work with QuantFi

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