The Kinetic Methodology
Three engineered systems.
Three critical moments.
Each methodology targets a specific inflection point in the Series A/B journey. Refined through a $27M EBITDA turnaround, a $300M strategic exit, and $4B+ in Jefferies M&A deals.
SERIES A · RUNWAY · 4-week engagement
Runway Extension Sprint
Detect cash traps 8 weeks in advance.
We deploy the 13-Week Dynamic Liquidity Engine — a proprietary cash flow model refined through a $27M EBITDA turnaround. It catches runway leaks 8 weeks before they hit payroll.
Deliverables
- →13-week cash flow model with weekly variance tracking
- →SaaS Waste Removal audit (typical OpEx cut: 15-20%)
- →Board-ready runway dashboard (Python-automated)
- →Weekly founder + CFO review call
SERIES B · VALUATION · 8-week engagement
Valuation Defense
Prove Quality of Revenue before the diligence starts.
LTV/CAC cohort analysis, Rule of 40 reconciliation, and board-grade financial reporting. We build the financial narrative your Series B investors need — before they ask.
Deliverables
- →LTV/CAC cohort model (by segment, by channel)
- →Quality of Revenue assessment with investor language
- →Python board report automation (replace 2-week Excel closes)
- →Investor diligence dry-run session
ALL STAGES · OPS · Monthly retainer
Technical Finance Ops
Your controller becomes 3x leverage.
Agentic workflows automate the mechanical parts of finance — AR/AP reconciliation, revenue recognition, close — so your existing team focuses on the strategic work.
Deliverables
- →Agentic AR/AP reconciliation workflow
- →Multi-year SaaS revenue recognition automation
- →5-day close playbook with Python tooling
- →Ongoing optimization + monthly review
Not sure which one applies?
Run the free 5-minute Exit-Ready Score — it recommends the right methodology based on your current stage.