top of page


Transaction advisory for a cross-border acquisition: from due diligence to a $100M raise at unicorn valuation
An Israeli defense tech company buying a US target, with pre-existing funding between them. Due diligence in three weeks, then the models behind a $100M raise.
Apr 205 min read


Outsourced accounting for an Israeli startup: from 5 months of missing expenses to a 10-day close
Their accountant recorded no expenses for five months while charging $2,250 a month. How the accounting function was rebuilt in 90 days.
Apr 205 min read


Outsourced HR for a startup operating in the US and Israel: how we cut costs by $200K and fixed payroll in 90 days
Payroll errors, hidden PEO costs and no HR infrastructure across two countries. What changed in 90 days, and what it saved.
Apr 205 min read


How the Elton John AIDS Foundation, a 501(c)(3), forecasted cash flow with Raftel Strategy
The Elton John AIDS Foundation had plenty of data and no way to forecast with it. Here is the 5-year model we built, with revenue driving headcount and 3 scenarios to compare.
Dec 22, 20253 min read


How WWE unlocked $1.2 million in 3 months with Raftel Strategy
How Raftel Strategy found $1.2 million in misclassified accruals at WWE in 3 months, and cut the travel-expense close from 15 days to 4.
Dec 22, 20254 min read


How Demostack forecasted payroll and vendor expenses to scale operations and headcount with Raftel Strategy
Demostack had more than 100 vendors, no central procurement, and a plan to double headcount. Here is the vendor spend and payroll model we built, and what it changed.
Dec 22, 20254 min read


Surviving the cash flow “Valley of Death”: transitioning from project revenue to subscriptions
Subscription revenue builds slowly while costs stay flat, and the gap between them is where companies stall. How to size the buffer, convert existing clients, and change what you measure.
Nov 19, 20255 min read


Case study: how Raftel Strategy’s outsourced CFO services transformed a digital agency’s financial operations
A digital marketing agency had 800+ ledger accounts and a 40-day close. We rebuilt the chart of accounts, added a 13-week cash forecast and automated the close, cutting it to 10 days.
Nov 16, 20254 min read


3 accounting tips for budgeting season
Three accounting tips to keep your year-end reporting accurate: journal entries, cost centers for blockchain development, and activity-based costing.
Nov 21, 20244 min read


Case study: delivering results for a company using AI to improve IVF
How Raftel Strategy built the fundraising model, commercialization strategy and pricing for Embryonics, a company using AI to improve IVF outcomes.
Nov 14, 20243 min read


Mastering the art of budgeting: your budgeting season checklist
A budget should tell the story of your next year. Here is the checklist we use, from strategic goals through to a model you can defend.
Nov 7, 20245 min read


Think of your FP&A team as the nucleus of your company
Your FP&A team is the service inside your company that turns scattered data into one set of numbers everyone trusts.
Oct 9, 20244 min read


Do some founders and CEOs understand finance better than others?
Most founders know strategic finance matters. Fewer know what to do about it. Learn about custom models, KPIs and one expensive gross-margin mistake.
Sep 12, 20244 min read


Capture the right data from the start
Plenty of CRM data, none of it usable for planning. What goes wrong when a system is set up without the business strategy in mind, and how to avoid it.
Aug 28, 20243 min read


Planning towards an exit
When should a founder start planning an exit? As early as possible. The three things to have in place long before you sell.
Aug 14, 20244 min read


Why strategic finance matters
Most founders can read last month's numbers but cannot see what next month's decisions will do. Strategic finance, and the five phases it takes to get there.
Jun 5, 20247 min read


The 5-year budget that didn’t make sense
A client's 5-year budget targeted $5M in revenue with no plan to get there. Why a budget is not a strategy, and what a real one needs.
Feb 6, 20244 min read


What is Strategic Finance?
Most companies have a finance team and assume that means they have strategic finance. Here is the difference, and why it decides how good your decisions are.
Feb 2, 20244 min read


Data piping
A Fortune 500 client could not tell which products were profitable. Data piping is how clean, consolidated data becomes the base of strategic finance.
Feb 1, 20245 min read
InSights
bottom of page
