Case studies

What working with QuantFi looks like.

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

serious LOIs received within 90 days of outreach

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.

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<3 weeks

to build a full investor-grade model

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.

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100%

SKU-level inventory visibility across both warehouses

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.

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+15%

increase in gross margin on top-selling SKUs

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.

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15+

capital structure variations evaluated in real time

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.

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Next step

Let's talk about your finance function.

Tell us where you are and what you're trying to accomplish. We'll tell you whether QuantFi is the right fit.

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