NovaSaaSHQ
$1.2M
R&D Tax Credits Recovered
B2B SaaS

Restructuring a Seed-Stage Tech Company for Series A Funding

NovaSaaSHQ was struggling with fragmented accounting practices spread across legacy CPAs. By migrating them to our automated stack and conducting a deep R&D study, we cleaned their cap table, secured a massive tax rebate, and prepared them for institutional funding.

Tax Savings

Recovered $1.2M over 3 years

Time to Close

Reduced from 45 days to 4 days

Capital Raised

Successfully closed $15M Series A

Stack Deployed

QBO Advanced + Stripe + Ramp

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Velocity D2C
14%
Increase in Net Margins
Ecommerce

Optimizing Supply Chain Cash Flow in a High-Volume DTC Brand

Velocity D2C had massive top-line revenue but razor-thin margins due to inefficient inventory tracking and disjointed Shopify-to-Quickbook payouts. Scepter Nexus stepped in as a fractional CFO.

Margin Expansion

+14% via COGS optimization

Inventory Turn

Increased from 3.2 to 5.1x

Reconciliation

100% automated payouts

Cash Runway

Extended from 4 to 11 months

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