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.
Ready to Build Your Own Case Study?
Founders use AsteroCFO.ai to:
- Stress-test decisions
- Understand cash
- Simplify forecasting
- Improve margins
- Reveal blind spots before they become expensive problems