Iter Advisors
CASE STUDIES

Concrete results for ambitious companies

Discover how we've helped startups, scale-ups and SMEs structure their financial management.

HappyScribe
Surfe
Ukio
Seasonly
Neat
Yego
5/5 Trustfolio
50+
Companies supported
15+
CFO experts
€200M+
Raised by our clients
5/5
Trustfolio rating
Filter by
HappyScribe
SaaS / TechOutsourced CFO

HappyScribe

Series ABarcelona
-60% close time

HappyScribe, an automatic transcription SaaS platform, was experiencing rapid growth after its Series A but lacked financial visibility to manage its international scaling.

-60%
Monthly close time
12 months
Cash visibility
15+
Automated SaaS KPIs
Surfe
SaaS / TechFundraising

Surfe

Series AParis
Series A closed

Surfe, a fast-growing CRM-LinkedIn sync tool, needed to structure its finance function to prepare its Series A and convince tier-1 investors.

Series A
Successful fundraise
4 weeks
Data room ready in
30+
Investors met
Ukio
PropTechManagement control

Ukio

Scale-upBarcelona
+8 pts operating margin

Ukio, a flexible rental platform for digital nomads, needed to structure its management control to steer multi-country growth (Spain, France, Portugal).

+8 pts
Operating margin
Real-time
Country reporting
-25%
Working capital
Seasonly
E-commerceTreasury

Seasonly

SMEParis
+6 months runway

Seasonly, an online organic cosmetics brand, faced recurring cash flow tensions linked to seasonality and supplier payment terms.

+6 months
Cash runway extended
+30 days
Supplier terms
12 months
Rolling forecast
Neat
FoodTechOutsourced CFO

Neat

SeedBarcelona
100% processes structured

Neat, a Seed-stage FoodTech startup, needed a CFO to structure its accounting, financial processes and prepare its first investor reporting.

100% structured
Financial processes
Monthly
Investor reporting
2d/week
CFO time
Yego
MobilitéAccounting

Yego

Scale-upBarcelona
Close at D+5

Yego, an electric scooter sharing operator, needed to outsource its multi-country accounting while maintaining high reliability for investors.

D+5
Monthly close
2
Countries covered
-90%
Accounting errors
OUR APPROACH

A proven method, measurable results

01

Diagnostic

Complete audit of your financial situation and identification of priority issues.

02

Action plan

Co-construction of a roadmap with measurable objectives and concrete milestones.

03

Deployment

Our experts integrate into your team and deploy operational solutions.

04

Results

Continuous monitoring, strategy adjustment and long-term support.

Let's talk about your project

Make the right choices. Now. Say no to the status quo and choose proximity, efficiency and flexibility with Iter Advisors.