Raftel led financial due diligence and pro forma modeling for a cross-border defense tech acquisition. By end of summer, the company raised $100M at a unicorn valuation.

Raftel took over accounting for an Israeli startup after 5 months of unrecorded expenses. Within 90 days: 10-day monthly close, DSO cut to under 20, $100K+ in faster collections.

Raftel helped a US-Israel startup cut PEO costs by $200K/year, fix payroll errors, and build scalable HR infrastructure in 90 days. See the full case study.

A 5-year forecast with revenue as a driver for headcount planning A dynamic relationship for headcount based on various revenue streams 3 scenarios to show different strategic directions Overview The Elton John AIDS Foundation is in the Top 10 philanthrophic funders of AIDS/HIV grants worldwide. Background At first, EJAF had a lot of data but needed to structure it. They wanted to build a model that could forecast different scenarios. Most importantly - they wanted to do capa

$1.2M Saved 73% Increase in FP&A capacity for value-add activities 82 hrs Saved per month Overview Founded in 1980, World Wrestling Entertainment (WWE) is an iconic American professional wrestling promotion and global media and entertainment company. In 2022, WWE reported $1.3 billion in revenue and had approximately 800 employees. Background WWE’s Chief Brand Officer Stephanie McMahon wanted to streamline financial operations and save costs without breaking the bank Before w

We partnered with Demostack to build strategic models for payroll and vendor expenses—ultimately enabling the company to save tens of thousands of dollars on negotiated vendor deals and forecast expenses to understand cash burn and runway. 90% Increase in efficiency 95% Churn forecast accuracy 68% Cash flow forecast improvement Overview Demostack is a B2B SaaS platform enabling sales teams to design demos for their products. The company has raised $51.5M to date. Background

Switching from project-based revenue to a subscription model can feel like stepping off a ledge: thrilling, strategic, and a bit daunting. For many companies, this shift leads to higher valuations, more predictable cash flow (recurring revenue), and stronger customer relationships. The main challenge is managing cash flow through the transition, especially during what we call the “Valley of Death.” The Valley of Death and Why a Cash Buffer Matters When we move from project-ba

When a fast-growing digital marketing agency faced chaotic finances and unreliable reporting, Raftel Strategy stepped in with outsourced CFO services to restore order and clarity. By standardizing the chart of accounts, creating a 13-week cash flow forecast, and automating the month-end close, Raftel transformed fragmented financial operations into a streamlined, data-driven system built for confidence, accuracy, and scalable growth.

Budgeting season is here! Maximize efficiency and accuracy with these 3 expert accounting tips for smarter year-end planning.

Discover how Raftel Strategy helped Embryonics with AI-powered IVF projections to fuel growth and fundraising.

The budgeting process is crucial for the financial health and planning of any business.

Founders and CEOs can move mountains – when they are armed with good, clean, and actionable data

Empower your CEO role with strategic finance. Learn custom modeling, avoid costly errors, and see how data analysis boosts profitability.

You will never know what the future will bring or whether your needs will change.

Learn when and how to start planning for a business exit with expert advice from Raftel Strategy.

Often, when I meet founders, they say things like, "I’m not sure what our gross margin is" or "I have no idea how much we’re spending"

Recently, one of our clients shared his 5-year budget with us. “It’s pretty much all set,” he said. “My accountant prepared the skeleton...

I am grateful to have learned more from my clients than they have learned from me. Here’s a conversation I had a few years ago with a...

One time we had a massive garbage collection client in Chicago. They flew us and 87 consultants to Chicago to tackle one problem: product...