Use Cases

What collaboration with SOLDON looks like

Examples of situations where SOLDON can bring clarity and value for companies.

Transport and logisticsIndividual financial analysis

Challenge

A transport company needed a clear reading of financial performance over the last 3 years, identifying trends and attention points.

Solution

We performed a complete financial diagnosis with profitability, liquidity and operational efficiency analysis.

Outcome

Executive report with clear conclusions and optimization recommendations.

Company group - RetailConsolidated report and monitoring

Challenge

A retail company group needed consolidated visibility across all entities and recurring monitoring.

Solution

We built a consolidated reporting system with comparative analysis between entities and quarterly monitoring.

Outcome

Centralized control and problem anticipation for each entity.

Entrepreneurial company - ITFrom diagnosis to CFO as a Service

Challenge

A growing IT company started with a financial diagnosis and evolved towards a CFO as a Service partnership.

Solution

Initial diagnosis, followed by monthly monitoring and continuous strategic financial support.

Outcome

Solid financial structure and support in investment decisions.

ManufacturingFinancing preparation

Challenge

A manufacturing company needed to access a credit for expansion but didn't have structured documentation.

Solution

We prepared the financial presentation, structured the documentation and provided support in bank discussions.

Outcome

Obtaining financing under favorable conditions.

Professional servicesEvaluation for strategic context

Challenge

A services firm needed an evaluation in the context of discussions with a potential investor.

Solution

We performed a company evaluation with multiple methods and prepared a report for discussions.

Outcome

Solid foundation for negotiation and strategic decisions.

The examples above are illustrative and anonymized. Each collaboration is unique and adapted to the specific context of the company.

What our clients receive

Financial diagnosis reports
Periodic monitoring reports
Consolidated group reports
Financing documentation
Evaluation reports
Executive presentations

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