Case studies
This page shows the kind of problems Finder solves and how: the context, the challenge, the scope engaged, what was done, what was delivered and the outcome.
No case identifies the company. We describe the situation, never the name, and we do not disclose amounts raised or terms obtained.
Cases
One case from each practice, with scope and deliverables made explicit.
Context
Startup planning an expansion, part of a larger group.
Challenge
Engaging investors while obtaining the parent company's approval to expand.
Scope
Business plan for the expansion.
What Finder did
Built the projections, assumptions and feasibility analysis of the expansion in a single document for both audiences.
Deliverables
Business plan with projections, assumptions and feasibility analysis.
Outcome
A single document supported both conversations.
Context
Company with fragmented banking relationships.
Challenge
A board asking for financial information at every meeting.
Scope
Financial advisory on banking relationships and board reporting.
What Finder did
Led the approval of credit limits and the relationship with the banks, and structured how information is prepared for the board.
Deliverables
Credit limits approved with the banks and a board reporting routine.
Outcome
Limits approved, and board reporting no longer rebuilt every cycle.
Context
Technology company that had just closed its Series A, with a flipped corporate structure.
Challenge
Funding technology development without consuming the equity raised.
Scope
Capital structure and innovation financing project.
What Finder did
Directed the round's equity to M&A and customer acquisition, and structured technology development as a project eligible for FINEP innovation financing in Brazil.
Deliverables
Innovation financing project structured for FINEP.
Outcome
Shareholder capital now funds growth, not development.
New cases are published only with authorization and without identifying the company.
Types of work
Track record
Finder's engagements are led by someone who built a career assessing credit at a bank and running the finance function of companies.
Started in credit analysis at a European investment bank, in energy and commodity finance.
In treasury, took part in integrating the finance function of a group company with around 200 developments.
Financial planning at a large Brazilian company, including a railway duplication project of around BRL 1 billion.
Six years as CFO of an agtech company, and CFO roles at other companies with venture capital, search fund and owner control.
Corporate finance, strategic finance advisory and capital raising for growing companies.
18+ years
between the credit desk and the CFO's chair
BRL 5bn+
in credit, financing and fundraising transactions analyzed and structured
Former CFO
of venture-backed, search fund and owner-led companies
Confidential
no case on this site identifies a client
FINEP, BNDES, development banks and agencies, commercial and investment banks, credit cooperatives, receivables funds and investors.
Energy, agribusiness and agtech, telecom, fintech and insurtech, retail, logistics, real estate and technology.
Growing, mid-sized and multinational companies, whether owner-led, fund-backed or venture-backed.
Contact
Tell us what needs to be solved. We will understand the context and suggest the right practice and engagement format.
The first conversation is free of charge.