Client Work
Case Studies
Avithira's engagements are designed to solve one problem: the gap between financial data and strategic capital. Each case demonstrates how clarity, infrastructure, and narrative alignment create measurable outcomes — from accelerated raises to operational precision.
Client names and identifying details have been modified to protect confidentiality. Outcomes and financial figures are accurate.
Capital Narrative Architecture for a Healthcare Technology Platform
Context
A healthcare technology company with strong unit economics but a fragmented financial narrative was preparing for an institutional raise. Previous investor conversations had stalled at the diligence stage.
Challenge
The business had three years of solid operating data but no coherent financial story. Models were built in silos, the management presentation lacked a clear capital deployment thesis, and the data room was incomplete — eroding investor confidence early in the process.
Approach
Avithira conducted a full financial narrative audit, rebuilt the integrated financial model from the ground up, and developed a capital deployment framework tied directly to the company's growth roadmap. We restructured the data room and prepared the management team for institutional investor conversations.
Outcome
The company closed a $34 million Series B within 14 weeks of engaging Avithira. The lead investor cited the quality of the financial documentation and management's command of the numbers as decisive factors in their investment.
Integrated FP&A System Design for a Consumer Portfolio
Context
A consumer brand operating across five business units had outgrown its financial infrastructure. Monthly close took 18 days, forecasts were unreliable, and the CFO was spending more time reconciling data than advising the business.
Challenge
Each business unit operated on a different financial model with no consolidation layer. Reporting was manual, inconsistent, and backward-looking. Leadership lacked real-time visibility into performance drivers and could not model strategic scenarios with confidence.
Approach
Avithira designed and implemented a unified FP&A architecture across all five entities — a single integrated model, standardized chart of accounts, and management reporting framework that delivered weekly performance visibility to the executive team. We also built a rolling 12-month forecast process with scenario capability.
Outcome
Monthly close time reduced from 18 days to 6. Forecast accuracy improved 40% in the first two quarters. The CFO reclaimed an estimated 60% of their time previously spent on data reconciliation.
Interim Finance Architecture for a PE-Backed Transition
Context
A professional services firm was acquired by a mid-market private-equity sponsor. The existing finance team lacked experience managing PE reporting requirements, and the sponsor needed a credible financial leader in place immediately.
Challenge
The company had no CFO and a finance team accustomed to owner-managed reporting. The PE sponsor required monthly board packages, a 100-day financial plan, and a clear path to EBITDA improvement. The gap between current capability and required output was significant.
Approach
Avithira placed a senior fractional CFO within 10 days of engagement. We established the board reporting cadence, built the 100-day financial plan, identified $2.1 million in near-term EBITDA improvement opportunities, and began a structured finance team upgrade — including a permanent CFO search.
Outcome
The company met all PE reporting requirements from month one. The 100-day plan was delivered on schedule and accepted by the board without revision. A permanent CFO was placed within seven months, ensuring a seamless transition from the Avithira engagement.
See what Avithira can do for your business.
Every engagement begins with a diagnostic conversation — not a pitch. We identify where clarity creates capital, then architect the system to deliver it.