A premium organic mattress company selling chemical-free mattresses direct to consumers, the client was founded by an experienced team with deep roots in the sleep industry, health and wellness, and entrepreneurship. Operating a high-velocity DTC e-commerce model alongside an emerging wholesale channel, and backed by a high-profile health and wellness brand partnership, the company has scaled rapidly while navigating the capital and operational complexity that growth-stage consumer brands face.
Prospera CFO designed, built, and deployed a suite of integrated executive finance dashboards — consolidated into a single secure platform — giving leadership instant visibility across every critical dimension of the business: cash position, marketing economics, P&L performance, vendor economics, equity structure, and DTC sales.
Determining available cash required hours of manual reconciliation across multiple bank accounts, QuickBooks, and card platforms. Leadership lacked a real-time view of operating cash vs. reserved funds.
Paid media performance — across Meta, Google, and TikTok — was compiled manually, often days after the fact. Leadership couldn't see channel-level ROAS, CAC trends, or day-of-week performance patterns in real time.
Financial performance could only be assessed through static, backward-looking reports. There was no live P&L with budget variance tracking, and forecasting relied on manual spreadsheet models disconnected from actuals.
Revenue-share and rebate calculations with wholesale and partnership vendors were tracked in disconnected spreadsheets, requiring monthly manual reconciliation and creating payment disputes.
As the company prepared for additional capital raises, there was no live equity management system. Cap table modeling happened in static spreadsheets, making investor conversations reactive and slow.
Prospera CFO designed a modular, integrated dashboard suite built on a single secure platform. Each module solves a specific pain point while feeding into a unified executive view.
| Module | Function | Key Capabilities |
|---|---|---|
| Executive Dashboard | Unified KPI Command Center | Cross-module KPIs, trend arrows, alerts, and drill-down navigation |
| Cash Flow Dashboard | Real-Time Cash Intelligence | Multi-account balance aggregation, 7/4/13-week rolling forecast, runway calculation |
| Ad Performance Dashboard | Marketing Economics Engine | Live ROAS by channel, CAC trending, day-of-week analysis, ROAS-gated spend triggers |
| P&L Dashboard | Financial Performance Center | Live P&L with budget variance, margin analysis, trend visualization |
| Vendor Rebate Dashboard | Partner Economics Tracker | Auto-computed rebates, vendor scorecards, one-click invoice generation |
| Cap Table Dashboard | Equity Intelligence Platform | Live cap table, what-if dilution modeling, investor-ready PDF export |
| DOW Performance | Day-of-Week Sales Intelligence | Revenue heatmaps, day-of-week patterns, seasonal trend analysis |
| DTC Sales Dashboard | E-Commerce Command Center | Shopify integration, product-level performance, customer LTV, AOV tracking |
Before: Hours of manual reconciliation
After: Real-time operating balance with 7/4/13-week rolling cash forecast. Leadership can answer "How much cash do we have, and how long does it last?" in seconds.
Before: ROAS compiled days after the fact
After: Live ROAS by channel, CAC, and day-of-week performance. Automated ROAS-gated spend triggers prevent waste before it happens.
Before: Static backward-looking P&L
After: Live P&L with variance tracking. The CFO spends less time preparing reports and more time on strategic financial management.
Before: Manual monthly spreadsheet reconciliation
After: Auto-computed rebates with vendor scorecards and one-click invoice generation. Payment disputes eliminated.
Before: Error-prone spreadsheet cap table
After: Live cap table with what-if dilution modeling. Investor conversations happen on the spot with scenario reports.
Before: Financial data siloed, dependent on scheduled meetings
After: Self-service portal with 24/7 access to every metric that matters. Ownership is informed continuously, not episodically.
| Dimension | Before | After |
|---|---|---|
| Cash Visibility | Hours of manual bank/QBO reconciliation | Real-time operating balance with rolling cash forecast |
| Marketing Intelligence | ROAS compiled manually, days after spend | Live ROAS by channel, CAC, and DOW performance |
| Financial Reporting | Static, backward-looking P&L | Live P&L with budget variance and margin analysis |
| Vendor Economics | Monthly manual spreadsheet reconciliation | Auto-computed rebates + one-click invoicing |
| Equity Management | Static spreadsheet cap table | Live cap table with what-if dilution modeling |
| Ownership Access | Dependent on scheduled meetings | 24/7 self-service portal |
Prospera CFO provides integrated outsourced CFO, accounting, and technology solutions purpose-built for growth-stage companies. From daily operations to strategic finance, Prospera CFO delivers the clarity and infrastructure ownership needs to scale with confidence.
Ready to see what clarity looks like for your business?
Schedule a Discovery Meeting