The challenge
Strong growth, inconsistent books. Marketplace settlements were unreconciled, contribution margins were overstated and the first two investor conversations stalled in diligence.
Our approach
We reconciled two years of marketplace data, rebuilt cohort-level unit economics, created an investor model and a clean data room, then ran the diligence process alongside the founders.
Investors were interested in Loom & Larkin; they were not convinced by its numbers. Four months later, they were.
Truth in the unit economics
Returns, discounts and marketplace fees were allocated properly, and the real contribution margin became the starting point of the story.
A process, not a scramble
A prepared question bank and a disciplined diligence tracker kept the round on schedule.
