Client Success Stories

See how we've helped startups transform their financial operations, close rounds, and scale with confidence.

T

TechFlow

SaaS

Challenge

Series A-ready books in 60 days after years of DIY bookkeeping

Solution

Full financial restatement, NetSuite implementation, fractional CFO support

Results

  • Books audit-ready in 45 days
  • Closed $15M Series A
  • 30% reduction in monthly close time
  • Custom SaaS metrics dashboard

Altiva Finance was instrumental in our fundraise. They turned our messy books into a story investors loved.

John Smith, CEO

G

GreenCart

eCommerce

Challenge

Multi-channel inventory accounting chaos across Amazon, Shopify, and wholesale

Solution

Unified accounting system, automated reconciliation, inventory optimization

Results

  • 95% faster monthly close
  • Identified $200K in tax savings
  • Real-time inventory cost tracking
  • Automated 3PL reconciliation

They brought order to our financial chaos and helped us understand our true unit economics for the first time.

Lisa Wang, Founder

M

MedScope

HealthTech

Challenge

Complex MSO/PC structure needed proper accounting and compliance framework

Solution

Entity structure optimization, compliant accounting setup, R&D credit maximization

Results

  • Compliant entity structure
  • $150K in R&D credits captured
  • Board-ready reporting in place
  • Successful Series B preparation

Their healthcare expertise saved us from costly compliance mistakes and put us on a path to our Series B.

Dr. Emily Rodriguez, Founder

D

DataLayer

AI/ML

Challenge

Rapidly scaling AI company needed CFO-level support to manage growth and fundraising

Solution

Fractional CFO engagement, financial modeling, investor relations support

Results

  • Closed $25M Series B
  • 18-month financial model built
  • R&D costs properly capitalized
  • Monthly board reporting automated

Having a strategic CFO partner allowed us to focus on building our product while knowing the finances were in expert hands.

James Park, CEO

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