Marion Street Capital (MSC) helps innovative growth companies solve their most pressing challenges

“Real estate pro forma provided was exactly what I was looking for. MSC identified my needs and used their experience to deliver a solution that was well calibrated and on budget."

Helped prepare Web3/Metaverse focused startup prepare for $35MM Series A round. Curated financial model, sources & uses of funds, and project pipeline.

Acted as a strategic finance resource for an early-stage e-sports gaming firm during international expansion. Created monthly financials with commentary, Management Discussion and Analysis (MD&A), helped with international tax strategy, and built a detailed operating budget.

Identified top M&A targets for private equity firm client with regional focus in a niche industry. Created dynamic market map, sourced targets, and analyzed prior transactions to identify prospects that met the fund’s investment criteria.

Built business intelligence (BI) tools for healthcare organization after implementing new electronic health record (EHR) system. Created data structure and dashboards for clinical staff and management.

Guided billing department in healthcare organization through reimbursement challenges stemming from switch in electronic health record (EHR) system. Implemented new processes, guided leadership, and established KPIs to help clinic exceed financial targets.

Designed a five-step fundraising strategy for a healthcare non-profit organization, identified and helped onboard a strategic resource for the fundraising campaign, and devised a strategy for outreach.

Helped a cannabis company prepare for its $10MM Capital Raise by preparing investor documentation and guiding the founder through optimal investment terms

“Sean listened to my needs and went above and beyond to meet them. He also explained everything to me very well in terms I could understand.”

Designed fundraising strategy for an early-stage software company to raise $2MM in Series A funding. Built detailed financial model, conducted market research, modified pitch deck, and managed financial operations for the company.

Analyzed the custom machinery industry to determine viability of entrance. Created financial projections and a business plan, researched current customer trends by conducting a focused survey, and spoke with industry experts to find potential customers, which led to $20MM Series A.

Conducted extensive due diligence on a public consumer services company to determine viability of an investment by creating three scenario financial model and sixty page business plan. Utilized connections with institutional investors and company board to pitch a leveraged buyout (LBO) generating significant returns.

Helped internal finance team generating $75MM in revenue implement a robust finance operation by creating a dynamic financial model that synthesized legacy online accounting software.

Helped a founder transform his idea to a seed stage Health tech firm by writing a business plan with a go to market strategy, identifying the company’s first customer and partner, and preparing the company for a $15MM round.

Operated as CFO for an early-stage consumer electronics company and helped the company double revenue to $50MM in one year. Constructed detailed 10-year financial models, wrote a business plan with competitor and market research, and helped facilitate an exit.

Helped startup electric vehicle company prepare for Seed stage capital raise. Built detailed financial model and pitch deck, conducted market research, identified up to $10MM in capital for a manufacturing facility, and sourced a technical advisor.

Operated as CFO for an early-stage consumer electronics company and helped the company grow from $25MM to $50MM in revenue in one year. Constructed detailed 10-year financial models, wrote a business plan with competitor and market research, and helped facilitate an exit to their largest customer.

Determined the Net Asset Value of a biotechnology investment platform by analyzing previous models to develop a highly detailed and actionable financial model that adjusted to the executives' vision for the platform.

Identified buyer and closed transaction on secondary market for shares in privately-held Series D SaaS company.

Prepared a blockchain and cryptocurrency startup design a fundraising strategy for its $7MM Series A round by developing TAM / SAM / SOM analysis and incorporating it into a detailed ten-year financial model.

Delivered a $6MM signed stock purchase agreement to a startup media company in Series A round, helping it meet its entire ask of $5MM by targeting strategic rather than financial partners.