Case study · Adtech / Media
Opti Digital: building a finance function over time
ERP migration, reporting, closing and non-dilutive financing: how Iter supports an adtech SME in building its finance function.
By Iter Advisors · Published · Updated
The starting situation
An advertising monetisation company building its organisation: a finance function to establish, an ERP to migrate, complex tax and legal matters not covered internally, and a need to finance growth without issuing equity.
Management's need
Build a reliable finance function and closing process while migrating the ERP, without diluting the founders to fund growth.
The work carried out by Iter
ERP migration and structuring of the finance function. Support on complex tax and legal matters in conjunction with external advisers. Non-dilutive financing obtained. Participation in strategic decisions, including constructively challenging management's assumptions.
Engagement deliverables
- Monthly reporting and closing procedures
- ERP migration and organisation of finance processes
- Support for non-dilutive financing
- Coordination of tax and legal matters with external advisers
Results and their scope
- Structured finance function: monthly reporting and closing procedures
- ERP migration completed
- Non-dilutive financing obtained without issuing equity
- Five years of continuous support, as described in the testimonial dated 12 November 2025
The CEO's testimonial, published on 12 November 2025, describes five years of collaboration at that date. The results on this page remain qualitative: no financing amount or quantified productivity improvement is stated.
Client feedback
Read management's testimonial on the review platform.
Testimonial by Magali Quentel-Reme, Opti Digital CEO, on TrustfolioA similar need in your business?
The initial conversation identifies your priorities, useful deliverables and the appropriate profile. Scope and budget are agreed before work begins. Fractional CFO responsibilities for SMEs and startups.
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