A DTC e-commerce founder had built a $2.8M revenue brand on grit and product intuition but had never built a real financial model. Facing a VC raise with no financial infrastructure, they came to us. We built the model and the story. The founder closed two investors from the first pitch.
$3.2M
Series Seed Raised
60
Days to Close
2
Investors — First Pitch Deck
36-Mo
Forward Financial Visibility
Illustrative example based on a real engagement. Figures are representative and anonymized to protect client confidentiality.
The founder had grown a DTC health & wellness brand to $2.8M in revenue in three years through Instagram, influencer partnerships, and a genuinely differentiated product. She had never hired a CFO, never built a model, and managed cash by watching her bank balance.
When she entered a conversation with two consumer-focused VC firms, the interest was real — but the due diligence questions quickly exposed the gap. "What's your LTV:CAC ratio?" "What does your contribution margin look like by cohort?" "How does your gross margin change with volume?" She couldn't answer any of them.
She needed an investor-grade financial model built from the ground up — and she needed it in under 6 weeks to keep the investor conversations alive.
No 3-Statement Model
No P&L forecast, balance sheet, or cash flow projection
No Unit Economics
CAC, LTV, payback period, and contribution margin never calculated
No Cohort Analysis
Retention and repeat purchase behavior never modeled
No Capital Use Plan
No specific deployment plan for the funds being raised
Built a fully integrated 3-statement model (P&L, Balance Sheet, Cash Flow) driven by real business inputs: customer acquisition rates by channel, AOV, order frequency, COGS, and fixed cost structure. Three scenarios: base, bull, bear.
Analyzed 18 months of transaction data to build cohort retention curves and LTV profiles by acquisition channel. Calculated CAC per channel, payback period, and contribution margin at the customer level. LTV:CAC came out at 3.8x.
Built a 12-slide investor deck with the financial model summary, use-of-funds waterfall, and key unit economics highlighted. Ran 3 mock Q&A sessions with the founder to prepare for investor diligence questions.
$3.2M Series Seed Closed
From 2 consumer VC investors who had originally engaged before the model was built
60-Day Close from Engagement Start
Model built in 3 weeks; investor conversations closed in 6 weeks
LTV:CAC Confirmed at 3.8x
Cohort analysis revealed better unit economics than founder had estimated
Gross Margin Clarity: 61%
For the first time, founder understood exact cost structure and scale levers
36-Month Forward Model Now in Active Use
The model is now used monthly to run board reporting and scenario planning
Client Outcome
"I had investors interested but no financial model. GoGrowthAdvisors built something I'm still using 18 months later. The model told me things about my own business I didn't know — like that my Instagram customers have 2x the LTV of my paid search customers. We closed in 60 days."
— Founder & CEO, DTC Health & Wellness Brand
We'll build the model, the story, and the investor package that closes the round.
