Case Studies
Outcomes, not credentials
Every engagement is measured against a specific financial outcome. These cases show what that looks like in practice — across aviation, private equity, and founder-led businesses.
Regional Airline — Automated Revenue & Passenger Forecasting
Aviation
Silver Airways (PE-backed)
Challenge
Manual forecasting across 40+ routes; limited visibility into seasonality, competition, crew/aircraft constraints.
Solution
Built driver-based models integrating bookings, seasonality curves, and competitive schedules. Automated reporting via Power BI + SQL pipelines.
Deliverables
- Driver-based forecast model (route-level)
- 13-week cash + 12–18 month P&L/CF rollups
- Power BI executive dashboards
- Variance guardrails + root-cause loop
Leadership made fleet and scheduling decisions faster, with higher confidence — supporting turnaround work and investor reporting.
PE Portfolio — Cash Flow & Scenario Modeling
Private Equity
Confidential
Challenge
Investors required visibility into liquidity runway and downside cases across multiple operating companies.
Solution
Integrated three-statement models with sensitivity analysis, funding scenarios, and covenant tracking. Automated monthly LP reporting.
Deliverables
- Integrated 3-statement model (each OPCO)
- Scenario packs (base/bear/bull)
- Covenant tracker + early-warning indicators
- LP monthly reporting template
Provided transparency and agility during funding and restructuring negotiations across the portfolio.
Wellness — Membership Revenue Model & Pricing
Wellness
Confidential
Challenge
Launching a spa required a membership model that produced predictable cash flow without eroding margin.
Solution
Designed tiered membership pricing (monthly/annual) with churn scenarios and break-even analysis. Modeled cash flow and unit economics.
Deliverables
- Membership pricing calculator
- 12-month cash runway model
- Churn & CAC/LTV sensitivity
- Executive KPI dashboard
Built a financial foundation for scale and early traction, de-risking the launch with clear unit economics.
AI Consulting — Readiness & Quick-Win Automations
Professional Services
Gryphon AI Partners
Challenge
SMB execs lacked clarity on where AI delivers ROI and how to implement without overbuying tools.
Solution
Readiness assessments, value mapping, and quick-win automations using Supabase, Netlify, and LLM agents — aligned to finance priorities.
Deliverables
- AI readiness scorecard + roadmap
- Automation blueprints (finance ops)
- Pilot implementation (LLM + data pipelines)
- ROI tracking framework
Helped leadership prioritize AI investments that actually move the business, avoiding shiny-object traps.
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