Client:

Joshin is an inclusive support solution for employers to access disability and neurodiverse coaching, training, and personalized navigation.

Issues:

  • The company was at a point in projected revenue and fundraising that warranted a strategic, executive-level viewpoint on the storytelling of the growth. 
  • The founders sought to readily tell the company story in a quantitative and qualitative language that appeals to venture capitalists. 
  • They knew they needed a much more advanced solution than just the typical accounting firm. 
  • As a highly technical startup, they wanted to find a partner who really understood the growth and potential of the company. 

“We need alignment with our vendors, who we consider partners, in understanding what growth means to us and how to best support that growth. Michelle, our AVL CFO, does a great job in that regard.”

–Melissa Daniels, CEO, Joshin

How We Helped:

  • Partnered Joshin’s founders with their AVL team: a Chief Financial Officer, controller and accountant.
  • As the company heads into Series A in the coming year, now all three experts are in the trenches with the Joshin team to document the financial story and set them up for successful pitches.

“When you have fractional support and you are a fast-growing company, it can be hard for them to keep up and feel like part of the team. And yet, we knew we needed to level up without hiring. AVL does a great job of being there, knowing the priorities and how best to allot the contract hours.”

Results:

  • Took a 30- 60- 90-day approach to thorough and efficient cleanup of the existing books. 
  • Stepped in with the executive point-of-view the client needed, making the financials clearer and more streamlined to be reported to the board and potential investors. 
  • Established a fine-tuned machine where the founders and AVL experts operate as one team. 

“The experience has been amazing. AVL does such a good job of always being there without always being there. Michelle gives us 10 to 15 hours weekly, but the whole AVL team is really good at identifying the priorities within that time. That’s hard to do, and AVL nails it. On top of that, they are good people who care about what we are doing. It’s not a transactional thing. It’s a relationship.”

Level up your company.