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Case Studies

Real founders. Real numbers. Real clarity — powered by AsteroCFO.ai.

These case studies highlight how founders use their AI CFO to gain financial visibility, stress-test scenarios, and make smarter decisions without waiting for end-of-month reports.

Case Study 1: Creative Agency Scales Without Hiring a Full-Time CFO

Company: Nxxxxxx Studios
Industry: Creative Agencies
Team Size: 22
Annual Revenue: $4.1M

The Challenge

The company produced exceptional brand campaigns but struggled with fluctuating cash flow, unpredictable project margins, and unclear hiring timelines. They weren’t ready for a full-time CFO, yet the founder kept saying:

“I don’t know what I don’t know.”

How AsteroCFO.ai Helped

The founder used the AI CFO to:

  • Upload financial statements and identify the three accounts causing 62% of margin leakage
  • Run a “Can we afford to hire?” scenario for a senior designer
  • Create cash-flow forecasts based on upcoming project deposits
  • Reveal that two long-term retainers were actually underpriced by 18%

Outcome

  • Implemented revised pricing for legacy clients
  • Improved gross margin from 43% → 51% within one quarter
  • Hired a senior designer with confidence using an AI-generated 12-month runway model
  • The company remains an AsteroCFO.ai subscriber and has replaced weekly financial stress with daily clarity

Case Study 2: Event Builder Reduces Burn and Improves Profitability

Company: Fxxxxxxx Events
Industry: Event Builders / Fabrication
Team Size: 60
Annual Revenue: $12.8M

The Challenge

ForgeBuilt had booming revenue but shrinking profit — classic high-growth operational chaos. The founder didn’t know where labor overruns were coming from and operated on lagging metrics.

How AsteroCFO.ai Helped

By uploading subcontractor invoices, payroll exports, and job-costing spreadsheets, the AI CFO:

  • Flagged misclassified COGS vs. operating expenses
  • Identified that three recurring event builds were underestimated on labor by 12–17%
  • Ran “What breaks if revenue drops 20%?” contingency testing
  • Produced a weekly cash-flow forecast that became their internal operating rhythm

Outcome

  • Repriced key event builds to protect margin
  • Reduced labor overrun on major projects by $142K per quarter
  • Brought EBITDA from 8% → 14% over six months
  • Founder now uses AsteroCFO.ai daily for rapid decision support
  • The company credits the platform for making their financial blind spots visible for the first time

Case Study 3: MedTech Startup Extends Runway by 10 Months

Company: Pxxxxxx Diagnostics
Industry: MedTech
Team Size: 14
Annual Revenue: Pre-Revenue / Seed Stage

The Challenge

PulseLogic had strong investor interest but limited financial clarity. Their founder needed answers to investor questions quickly:

“How long is your runway?”
“What happens if hiring slips?”
“How sensitive is burn rate to development delays?”

They didn’t yet need a fractional CFO — but needed CFO-level modeling.

How AsteroCFO.ai Helped

After uploading their budget, bank statements, and projected R&D spend, the AI CFO:

  • Built three scenarios (base, optimistic, conservative)
  • Flagged two subscription tools charging duplicate licenses
  • Modeled salary increases and hiring delays
  • Produced investor-ready cash-runway charts on demand

Outcome

  • Identified $5,800/month in unnecessary software spend
  • Extended runway by 10 months without raising additional capital
  • Successfully answered investor due-diligence questions using AI-generated models
  • Closed a $1.2M seed extension
  • The company now uses AsteroCFO.ai as their financial command center

See Your Numbers the Same Way

AsteroCFO.ai is built for founders who want CFO-level thinking without the overhead of a full-time hire.

If you’re asking questions like:

  • “Can we afford this hire?”
  • “Why does cash feel tight even when revenue is up?”
  • “What actually happens if growth slows?”

…then this is probably built for you.

Explore AsteroCFO.ai →