Iter Advisors

Our case studies

Discover how we have supported SMEs, startups and scale-ups in their financial growth.

Case Studies

Discover how our clients transformed their financial management. From SaaS startups to e-commerce platforms, here are their success stories.

SaaS / Tech
5-10 people
6 months

SaaS - Series A Fundraising

Challenge

Technically strong founders but no financial expertise. Urgent need for investor-grade financial model and organized data room.

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Solution

Built a 3-5 year financial model with realistic assumptions, created investor dashboards, organized complete data room with all required documents.

Results

  • Financial model validated by investors
  • Real-time investor KPI dashboards (MRR, CAC, LTV, Burn)
  • Organized and compliant data room
  • Successful valuation negotiation

Iter Advisors turned our Excel jungle into a coherent financial story. Investors were confident from the first meeting.

Marie Dupont - CEO, SaaS FinTech
Fintech
8-15 people
12 months

Fintech - Financial Metrics & Reporting

Challenge

Fast growth (3x ARR in 1 year) but zero financial visibility. Team focused on product, no cost management or budgeting.

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Solution

Complete initial audit, monthly reporting setup, product-level KPI dashboards, quarterly budgeting with forecasting.

Results

  • Reliable monthly financial reporting
  • Budgeting and forecasting framework
  • Unit economics analysis by product
  • Improved visibility for leadership and investors

Now I know where every euro goes. Decisions are data-driven, not gut-based.

Thomas Leclerc - CTO & Founder, DeepTech AI
E-commerce
20-50 people
10 months

E-commerce - Cash Flow Optimization

Challenge

100% YoY revenue growth but cash blocked. Stock accumulation, supplier vs customer payment timing problems. Risk of cash-out in 4 months.

View case study

Solution

Working capital diagnosis, payment cycle optimization (supplier negotiations), stock reduction, 13-week rolling cash forecast.

Results

  • 13-week rolling cash forecast implemented
  • Supplier payment terms reduced from 60 to 45 days
  • Stock optimized, inventory rotation improved 20%
  • 5+ month additional runway without external funding

We could have run out of cash due to growth. Now we manage proactively.

Sophie Martin - Founder, E-commerce Fashion

Our case studies

Discover how Iter Advisors supports its clients every day. Testimonials and feedback from business leaders who trust us.

Use Cases

They trust us

Startups, scale-ups, SMEs and investment funds: discover how we support their growth.

SolarMente

Renewable Energy

Transformative financial leadership for fundraising

« Iter Advisors played a key role in the success of our fundraising and in structuring our financial strategy. A truly transformative support. »

Victor Gardrinier

Co-founder, SolarMente

FundraisingFinancial strategyScale-up

Tool4staffing

SaaS / HR Tech

Reliable reporting and significant time savings

« Reliable financial reporting and considerable time savings thanks to Iter Advisors. Their expertise allowed us to focus on our core business. »

Antoine Détis

CEO & Founder, Tool4staffing

ReportingAutomationSaaS

WILCO

Accelerator / VC

Essential partner for the startup ecosystem

« An essential partner to support our startups with long-term financial expertise. Iter Advisors understands the specific challenges of startups. »

Patrick Nguyen

Senior Expert, WILCO

StartupsSupportEcosystem

Gladys

iGaming / Tech

From chaos to growth: +600% annual revenue increase

« Iter Advisors' strategic financial support was a catalyst for our growth. We went from chaos to controlled growth of 600% annual revenue. »

Alexis Audibert

CEO, Gladys

HypergrowthStructuringCFO

Founders Future

Venture Studio / VC

Financial data transformation and team upskilling

« Iter served as interim CFO for several of our portfolio companies, always with great success. Financial data tracking transformation and team upskilling. »

Louis Sautet

Investment Director, Founders Future

Interim CFOPortfolioFinancial data

Pôle Action Media

Digital cluster

Innovative financial support in a cross-border context

« Exemplary responsiveness, expertise from the founders' background, and valuable support in a strong cross-border context between France and Spain. »

Thomas Coignard

Managing Director, Pôle Action Media

Cross-borderInnovationDigital

Ben&Vic

Growth Strategy Consulting

Strengthened financial structuring and strategic vision

« Improved business vision, better control of our margins and budgets. Iter is proactive in strategic decisions. »

CEO

CEO, Ben&Vic

SteeringMarginsStrategy

HEC Paris Incubator

Incubator

Operational financial advice for HEC startups

« Iter Advisors has intervened several times at the HEC Paris Incubator to help our startups with accounting or CFO-type issues. Our startups received actionable and operational advice. »

Program Manager

Director, HEC Paris Incubator

IncubatorAccountingCFO

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Testimonials

They talk about us

Discover our clients' feedback on our finance and human resources support.

Discover our clients' testimonials

Let's talk about your project

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