{"id":21,"date":"2026-03-18T02:56:36","date_gmt":"2026-03-18T02:56:36","guid":{"rendered":"https:\/\/epadvisorysolutions.com\/?page_id=21"},"modified":"2026-05-21T16:11:40","modified_gmt":"2026-05-21T16:11:40","slug":"case-study","status":"publish","type":"page","link":"https:\/\/epadvisorysolutions.com\/es\/case-study\/","title":{"rendered":"Case Studies"},"content":{"rendered":"[et_pb_section fb_built=&#8221;1&#8243; fullwidth=&#8221;on&#8221; admin_label=&#8221;Hero Section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_fullwidth_header title=&#8221;CASE STUDIES&#8221; subhead=&#8221;Five engagements. Real numbers.&#8221; background_overlay_color=&#8221;rgba(0,0,0,0.8)&#8221; content_max_width=&#8221;700px&#8221; _builder_version=&#8221;4.16&#8243; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#edbb5f&#8221; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.4em&#8221; content_font=&#8221;Poppins||||||||&#8221; content_font_size=&#8221;16px&#8221; content_letter_spacing=&#8221;1px&#8221; content_line_height=&#8221;2em&#8221; subhead_font=&#8221;Playfair Display|700||on|||||&#8221; subhead_font_size=&#8221;48px&#8221; subhead_letter_spacing=&#8221;3px&#8221; subhead_line_height=&#8221;1.4em&#8221; subhead_text_color=&#8221;#ffffff&#8221; background_color=&#8221;rgba(255, 255, 255, 0)&#8221; background_image=&#8221;https:\/\/epadvisorysolutions.com\/wp-content\/uploads\/2026\/03\/pexels-matthiaszomer-339620-scaled.jpg&#8221; parallax=&#8221;on&#8221; parallax_method=&#8221;off&#8221; header_scroll_down=&#8221;on&#8221; scroll_down_icon_color=&#8221;#edbb5f&#8221; custom_padding=&#8221;8%||260px|&#8221; custom_padding_tablet=&#8221;8%||130px||false|false&#8221; custom_padding_phone=&#8221;||80px||false|false&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]\n<p>Selected work across pharma, biotech, AI governance, PE-backed manufacturing and growth-stage technology &mdash; senior finance leadership applied to the decisions that move EBITDA, cash and exit value.<\/p>\n[\/et_pb_fullwidth_header][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Stats Strip&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#0d1931&#8243; custom_padding=&#8221;60px||60px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_5,1_5,1_5,1_5,1_5&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;1200px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;14px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.6em&#8221; header_3_font=&#8221;Playfair Display|700|||||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;36px&#8221; header_3_line_height=&#8221;1.2em&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>\u00a360m<\/h3>\n<p>Y1 Launch Revenue<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;14px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.6em&#8221; header_3_font=&#8221;Playfair Display|700|||||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;36px&#8221; header_3_line_height=&#8221;1.2em&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>\u00a3100m+<\/h3>\n<p>NPV Uplift<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;14px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.6em&#8221; header_3_font=&#8221;Playfair Display|700|||||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;36px&#8221; header_3_line_height=&#8221;1.2em&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>\u00a330m<\/h3>\n<p>AI Funding Secured<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;14px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.6em&#8221; header_3_font=&#8221;Playfair Display|700|||||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;36px&#8221; header_3_line_height=&#8221;1.2em&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>\u00a31.5m<\/h3>\n<p>Working Capital<\/p>\n[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_5&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_text_color=&#8221;#ffffff&#8221; text_font_size=&#8221;14px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.6em&#8221; header_3_font=&#8221;Playfair Display|700|||||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;36px&#8221; header_3_line_height=&#8221;1.2em&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>14&rarr;5<\/h3>\n<p>Hubs Consolidated<\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Intro&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#ffffff&#8221; custom_padding=&#8221;100px||60px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;900px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_font_size=&#8221;17px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;2em&#8221; header_2_font=&#8221;Playfair Display|700|||||||&#8221; header_2_text_color=&#8221;#333333&#8243; header_2_font_size=&#8221;38px&#8221; header_2_line_height=&#8221;1.4em&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;14px&#8221; header_3_letter_spacing=&#8221;2px&#8221; header_3_line_height=&#8221;2em&#8221; max_width=&#8221;800px&#8221; module_alignment=&#8221;center&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>TRACK RECORD<\/h3>\n<h2>Five types of engagement. One standard of finance leadership.<\/h2>\n<p>Each case below shows the context the business was in, the financial intervention I led, and the outcome in numbers. Select any to expand.<\/p>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Case Studies Accordion&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#f9f9f7&#8243; custom_padding=&#8221;40px||100px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_accordion icon_color=&#8221;#edbb5f&#8221; _builder_version=&#8221;4.16&#8243; toggle_font=&#8221;Poppins|700||on|||||&#8221; toggle_text_color=&#8221;#0d1931&#8243; toggle_font_size=&#8221;14px&#8221; toggle_letter_spacing=&#8221;2px&#8221; toggle_line_height=&#8221;1.6em&#8221; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; background_color=&#8221;#ffffff&#8221; border_radii=&#8221;off|0px|0px|0px|0px&#8221; border_width_all=&#8221;1px&#8221; border_color_all=&#8221;rgba(51,51,51,0.1)&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_accordion_item title=&#8221;COMMERCIAL \u00b7 BIOTECH LAUNCH&#8221; _builder_version=&#8221;4.16&#8243; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#0d1931&#8243; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.6em&#8221; open=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;]\n<h4 style=\"font-family: 'Playfair Display', serif; font-size: 24px; font-weight: 700; color: #333; line-height: 1.3em; margin-bottom: 8px;\">Benlysta &mdash; SC launch to franchise growth.<\/h4>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 13px; color: #888; letter-spacing: 1px; text-transform: uppercase; margin-bottom: 24px;\">GlaxoSmithKline \u00b7 Pharma launch economics<\/p>\n<div style=\"display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 28px; margin-top: 12px;\">\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE CONTEXT<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">The subcutaneous formulation of Benlysta required a commercial plan built before the access environment was clear. Launch economics, payer strategy and franchise sequencing all needed to be modelled against scenarios where the access outcomes most likely to be wrong actually went wrong.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE INTERVENTION<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">Peak sales assumptions grounded in real payer economics rather than top-down market share. KPI dashboards built around the metrics the franchise needed to see <em>before<\/em> variance landed in the monthly pack. Launch P&amp;L design embedded into commercial strategy from the outset, not validated at the end.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE OUTCOME<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #333;\"><strong>\u00a360m first-year subcutaneous launch revenue.<\/strong><br \/><strong>20% YoY franchise growth sustained.<\/strong><\/p>\n<\/div>\n<\/div>\n[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;CLINICAL \u00b7 CAPITAL ALLOCATION&#8221; _builder_version=&#8221;4.16&#8243; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#0d1931&#8243; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.6em&#8221; open=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]\n<h4 style=\"font-family: 'Playfair Display', serif; font-size: 24px; font-weight: 700; color: #333; line-height: 1.3em; margin-bottom: 8px;\">Clinical Programme Redesign &mdash; +\u00a3100m NPV.<\/h4>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 13px; color: #888; letter-spacing: 1px; text-transform: uppercase; margin-bottom: 24px;\">GlaxoSmithKline \u00b7 Portfolio prioritisation<\/p>\n<div style=\"display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 28px; margin-top: 12px;\">\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE CONTEXT<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">A \u00a3300m+ clinical portfolio where investment sequencing had drifted from probability-adjusted value. The discipline of deciding what <em>not<\/em> to fund had not been applied consistently across the pipeline.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE INTERVENTION<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">Rebuilt decision trees with probability-weighted capital phasing. Stage-gate go\/no-go criteria embedded into the investment process. Risk-adjusted NPV frameworks applied across the portfolio so that capital flowed to the assets that earned it.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE OUTCOME<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #333;\"><strong>Portfolio NPV improved by approximately \u00a3100m.<\/strong><br \/>Not by adding budget &mdash; by stopping the allocation of capital to decisions the numbers had already answered.<\/p>\n<\/div>\n<\/div>\n[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;AI \u00b7 INVESTMENT GOVERNANCE&#8221; _builder_version=&#8221;4.16&#8243; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#0d1931&#8243; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.6em&#8221; open=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]\n<h4 style=\"font-family: 'Playfair Display', serif; font-size: 24px; font-weight: 700; color: #333; line-height: 1.3em; margin-bottom: 8px;\">AI Investment Governance &mdash; enterprise scale.<\/h4>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 13px; color: #888; letter-spacing: 1px; text-transform: uppercase; margin-bottom: 24px;\">GlaxoSmithKline \u00b7 Commercial data &amp; AI portfolio<\/p>\n<div style=\"display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 28px; margin-top: 12px;\">\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE CONTEXT<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">\u00a3150m commercial data and AI budget. Investment decisions being made across the portfolio without consistent business cases, structured ROI assessment or clear benefits tracking. Scaling AI investment without governance is just spending.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE INTERVENTION<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">Built investment governance frameworks across the portfolio: ROI modelling, portfolio prioritisation, business-case templates and benefits realisation tracking. Applied the same commercial finance rigour to AI investment that applies to any other capital allocation decision.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE OUTCOME<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #333;\"><strong>\u00a330m in AI funding secured against structured business cases.<\/strong><br \/><strong>12% operating cost savings reinvested into analytics capability.<\/strong><\/p>\n<\/div>\n<\/div>\n[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;MANUFACTURING \u00b7 PE-BACKED&#8221; _builder_version=&#8221;4.16&#8243; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#0d1931&#8243; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.6em&#8221; open=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]\n<h4 style=\"font-family: 'Playfair Display', serif; font-size: 24px; font-weight: 700; color: #333; line-height: 1.3em; margin-bottom: 8px;\">Vita Group &mdash; commercial finance transformation.<\/h4>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 13px; color: #888; letter-spacing: 1px; text-transform: uppercase; margin-bottom: 24px;\">PE-backed manufacturing \u00b7 Commercial Finance Director \/ BU CFO<\/p>\n<div style=\"display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 28px; margin-top: 12px;\">\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE CONTEXT<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">A \u00a3390m business unit operating with compressed margins, pricing managed by sales convention rather than commercial finance, working capital tying up cash the business needed for growth investment, and board reporting that was retrospective rather than actionable. The classic PE-backed inflection point.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE INTERVENTION<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">Structural pricing redesign. Trade-terms discipline. Customer profitability analytics. Discount architecture restructured. KPI dashboards rebuilt against PE-owner KPIs &mdash; so leadership saw the variance before it landed in the monthly pack. Built across a 12-month value creation programme, embedded in the operating cadence.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE OUTCOME<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #333;\"><strong>+2% gross margin recovered through structural pricing &mdash; without volume loss.<\/strong><br \/><strong>+3% EBITDA delivered through commercial finance, not cost reduction.<\/strong><br \/><strong>\u00a31.5m working capital released. \u00a30.7m saved through discount redesign.<\/strong><\/p>\n<\/div>\n<\/div>\n[\/et_pb_accordion_item][et_pb_accordion_item title=&#8221;TECH SCALE \u00b7 SERIES A&ndash;C ARCHITECTURE&#8221; _builder_version=&#8221;4.16&#8243; body_font=&#8221;Poppins||||||||&#8221; body_font_size=&#8221;15px&#8221; body_line_height=&#8221;1.8em&#8221; title_font=&#8221;Poppins|700||on|||||&#8221; title_text_color=&#8221;#0d1931&#8243; title_font_size=&#8221;14px&#8221; title_letter_spacing=&#8221;2px&#8221; title_line_height=&#8221;1.6em&#8221; open=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]\n<h4 style=\"font-family: 'Playfair Display', serif; font-size: 24px; font-weight: 700; color: #333; line-height: 1.3em; margin-bottom: 8px;\">Sector capability &mdash; growth-stage finance.<\/h4>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 13px; color: #888; letter-spacing: 1px; text-transform: uppercase; margin-bottom: 24px;\">VC-backed scale-ups \u00b7 Available for engagement<\/p>\n<div style=\"display: grid; grid-template-columns: 1fr 1fr 1fr; gap: 28px; margin-top: 12px;\">\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE CONTEXT<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">Scaling technology companies hit a predictable inflection point: the financial infrastructure that got them to Series A can no longer support the decisions, the investor questions, or the cadence the next round demands. Unit economics, AI governance, KPI architecture and investor-grade business plans need to be built before complexity wins.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE INTERVENTION<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #555;\">CAC, LTV, payback and contribution-margin frameworks designed to survive board scrutiny. Investor narrative and scenario-tested financial models built around the metrics investors actually trust. KPI dashboards that demonstrate forecast accuracy as an investor signal &mdash; before the question is asked.<\/p>\n<\/div>\n<div>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 11px; font-weight: 700; letter-spacing: 2px; color: #edbb5f; text-transform: uppercase; margin-bottom: 12px;\">THE OUTCOME<\/p>\n<p style=\"font-family: 'Poppins', sans-serif; font-size: 14px; line-height: 1.7em; color: #333;\"><strong>Available as fractional CFO, project lead or board adviser.<\/strong><br \/>Sector capability across biotech, technology and AI scale-ups &mdash; calibrated to your stage, your runway and your next milestone.<\/p>\n<\/div>\n<\/div>\n[\/et_pb_accordion_item][\/et_pb_accordion][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Discovery Call CTA&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#0d1931&#8243; custom_padding=&#8221;120px||120px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;2&#8243; _builder_version=&#8221;4.16&#8243; max_width=&#8221;1100px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Poppins||||||||&#8221; text_font_size=&#8221;17px&#8221; text_text_color=&#8221;#ffffff&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;2em&#8221; header_2_font=&#8221;Playfair Display|700|||||||&#8221; header_2_text_color=&#8221;#ffffff&#8221; header_2_font_size=&#8221;38px&#8221; header_2_line_height=&#8221;1.4em&#8221; header_3_font=&#8221;Poppins|700||on|||||&#8221; header_3_text_color=&#8221;#edbb5f&#8221; header_3_font_size=&#8221;14px&#8221; header_3_letter_spacing=&#8221;2px&#8221; header_3_line_height=&#8221;2em&#8221; max_width=&#8221;800px&#8221; module_alignment=&#8221;center&#8221; text_orientation=&#8221;center&#8221; background_layout=&#8221;dark&#8221; global_colors_info=&#8221;{}&#8221;]\n<h3>READY TO TALK?<\/h3>\n<h2>Senior strategic finance. Real outcomes.<\/h2>\n<p>If your business is navigating growth, complexity or an ownership transition &mdash; I would be glad to talk.<\/p>\n[\/et_pb_text][et_pb_button button_text=&#8221;Book a Discovery Call&#8221; button_url=&#8221;https:\/\/calendly.com\/eproko2\/discovery-call&#8221; url_new_window=&#8221;on&#8221; button_alignment=&#8221;center&#8221; _builder_version=&#8221;4.16&#8243; custom_button=&#8221;on&#8221; button_text_color=&#8221;#0d1931&#8243; button_bg_color=&#8221;#edbb5f&#8221; button_border_width=&#8221;0px&#8221; button_border_radius=&#8221;0px&#8221; button_letter_spacing=&#8221;2px&#8221; button_font=&#8221;Saira Extra Condensed|600||on|||||&#8221; button_icon=&#8221;&#x24;||divi||400&#8243; button_icon_color=&#8221;#0d1931&#8243; custom_padding=&#8221;16px|32px|16px|32px|true|true&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section]\n","protected":false},"excerpt":{"rendered":"<p>Selected work across pharma, biotech, AI governance, PE-backed manufacturing and growth-stage technology &mdash; senior finance leadership applied to the decisions that move EBITDA, cash and exit value.\u00a360m Y1 Launch Revenue\u00a3100m+ NPV Uplift\u00a330m AI Funding Secured\u00a31.5m Working Capital14&rarr;5 Hubs ConsolidatedTRACK RECORD Five types of engagement. One standard of finance leadership. Each case below shows the context [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"nf_dc_page":"","_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"class_list":["post-21","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Case Studies - EP Advisory<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/epadvisorysolutions.com\/es\/case-study\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Case Studies - EP Advisory\" \/>\n<meta property=\"og:description\" content=\"Selected work across pharma, biotech, AI governance, PE-backed manufacturing and growth-stage technology &mdash; senior finance leadership applied to the decisions that move EBITDA, cash and exit value.\u00a360m Y1 Launch Revenue\u00a3100m+ NPV Uplift\u00a330m AI Funding Secured\u00a31.5m Working Capital14&rarr;5 Hubs ConsolidatedTRACK RECORD Five types of engagement. 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