A selection of anonymized engagements illustrating the scope and depth of work Pelagic Partners brings to founder-led businesses at critical inflection points.
Discuss Your SituationAll engagements are presented in anonymized form. Identifying details including company names, precise financial figures, and transaction values have been omitted or generalized to protect client confidentiality.
A founder-led software business engaged Pelagic Partners to prepare for a full sale process. The business had strong recurring revenue but financials that had never been structured for institutional scrutiny. We rebuilt the financial story from the ground up and ran a competitive buyer process that delivered a premium outcome.
A venture-backed SaaS company with $4M ARR and strong NRR engaged Pelagic Partners to lead the financial workstream for a Series A raise. The founding team had deep product expertise but lacked the institutional-grade financial infrastructure that lead investors require. We built the model, the narrative, and the data room from scratch.
A founder-led professional services firm with $12M in revenue had outgrown its bookkeeping-level financial function. The business was preparing for a potential strategic transaction in 18 to 24 months and needed CFO-level leadership to close the gap between where the financials were and where they needed to be. Pelagic Partners stepped in as fractional CFO.
A founder-owned consumer brand generating $18M in revenue sought a minority equity partner to fund national expansion while allowing the founder to take partial liquidity. The business had strong brand equity and unit economics but no institutional-grade financial infrastructure or investor-ready materials. Pelagic Partners led the financial preparation and ran a targeted process to identify the right growth equity partner.
Every engagement starts with a candid conversation about where you are and where you want to go.
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