Outcomes
Experience across healthcare SaaS, AI-enabled services, PE-backed platforms, capital processes, M&A, integrations, and business-model transformation.
The situation
A private-equity-backed post-acute software company needed to grow its value and prepare for a sale.
What Rachel did
Repositioned the company as a data analytics platform, including acquiring a competitor and taking on a CMS research grant. Cut $2M in annual data costs and led three investment banking processes through to the divestiture.
The result
40% increase in enterprise value before a successful divestiture.
The situation
A sponsor-backed healthcare AI company with subscription, services, and hybrid revenue needed to prove capital efficiency to investors.
What Rachel did
Converted a services line into committed recurring revenue, built rolling forecasts and board KPI dashboards, and put ROI discipline on engineering, product, and commercial spend. Result: revenue growth above 30%, software growth of 28% at 76% margins, and EBITDA growth above 170%.
The result
Rule of 40 achieved while reaching cash-flow positivity.
The situation
A $1B+ global rights organization ran a 160-person IT department as a $30M cost center with manual contractor billing.
What Rachel did
Automated the contractor invoice process, built analytic reporting for headcount planning and software capitalization, and presented the budget to the board technology committee with zero exceptions.
The result
80% efficiency gain from automating a contractor invoice process.
The situation
A behavioral health SaaS company needed to scale growth and profitability ahead of a private-equity recapitalization.
What Rachel did
Launched new pricing, renewal, and contract structures, built the SaaS KPI and forecasting architecture, restructured debt, and secured the first line of credit. The company grew 44% a year for five years and completed a majority recapitalization with a private-equity firm.
The result
700% customer-base growth with greater than 95% gross retention.
The situation
A private-equity-backed senior living technology platform serving 3,700+ communities acquired a complementary business.
What Rachel did
Owned the integration: working capital settlement, purchase accounting, 409A valuation, and combined licensing.
The result
Integration closed out across working capital, purchase accounting, valuation, and licensing.
Your company
Every outcome on this page started with a clear-eyed look at the numbers. Start with a fixed-fee CFO Diagnostic from $1,500 or an Investor Readiness Assessment from $5,000, credited toward a partnership.
Thirty minutes with Rachel. No generic pitch — just a candid conversation about the decision, the friction, and what moving forward could look like.