Case Studies
See how companies like yours use Profitual to transform their financial operations and achieve real results.
From Zero Finance Function to $782k Raised
The Challenge
As an early-stage healthcare startup, Medreddie needed to establish their first finance infrastructure and demonstrate financial clarity to investors—without the budget to hire a full-time finance professional.
The Solution
Using Profitual, Medreddie built an investor-ready forecast in minutes. The platform's building block approach made it easy for their non-finance team to create accurate projections and actionable insights.
The Results
- Built investor-ready 3-statement forecast without finance expertise
- Demonstrated clear financial runway and growth projections to investors
- Raised $782k at a fraction of the cost of hiring an accountant
- Established ongoing financial infrastructure for future fundraising
When Accounting Isn't Enough
The Challenge
Climative had solid accounting systems in place, but they lacked strategic financial insight for real-time decision-making. Their leadership team needed better context for high-impact business decisions.
The Solution
Profitual complemented their existing accounting setup by adding a layer of strategic insight. The platform enabled leadership to see beyond the numbers and understand the drivers behind their business performance.
The Results
- Added strategic financial insight to existing accounting systems
- Enabled high-impact, real-time business decisions
- Provided leadership clarity across the organization
- Connected operational metrics to financial outcomes
Scaling Financial Literacy Across Cohorts
The Challenge
Accelerators and incubators needed to provide hands-on financial forecast support to their startup cohorts, but traditional solutions were too expensive and complex for early-stage founders.
The Solution
Profitual's education-first approach and flexible pricing made it possible to integrate financial forecasting support directly into accelerator programs, giving founders the tools they need from day one.
The Results
- Integrated with 10+ accelerator and incubator programs
- Provided education-first resources for early-stage founders
- Flexible pricing accommodates program budgets
- Standardized financial literacy across cohorts
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