Case Studies

The company was looking for a custom tool that would allow them to convert a large number of geographical coordinates to their respective physical addresses

A rapidly growing tech company beginning a second round of equity financing was looking to evaluate several different business opportunities and to present them, along with the existing business, to investors to assist with maximizing their current financing

Sapling was approached by the Founder/CEO of a boutique consulting firm looking to scale up its operations. To help with their growth plans, Sapling built a model to provide insight on staffing needs for each level or the organization and services needed to reach their...

The company engaged us to assist with analyzing sales performance by distinct filters. The client was in the process of acquiring a company and needed a better understanding of key product segments, growth, and customers

Sapling was approached by a start-up which specialized in offering training services for advanced laboratory, science and medical equipment. The company was looking to develop a model that could be used to capture the business operations, as well as be used for presentation purposes for...

An investment firm based in Canada was looking to upgrade their existing spreadsheets that they used for calculating key portfolio return metrics, as it was currently very manual intensive and had a high potential for human error. The firm approached Sapling to develop a streamlined...

A designer and manufacturer of promotional products had just secured their most significant client. The company was concerned about its run rate given the significant ramp up required to meet the needs of its new client

A large Canada-based fintech company approached Sapling to build a customized M&A model for the acquisition of three smaller UK-based fintech entities. The model includes various revenue and cost factors, unique to each target entity. The requirement was to build an integrated model, having GBP and CAD values, with 5-year...

A high-end life insurance-focused wealth management firm has been working with Sapling for over 2 years on modelling to assist with selling policies to ultra-high-net-worth individuals and not-for-profit organization

A company growing rapidly through the combination of organic growth and acquisitions engaged Sapling to develop a financial model that could be used to show to potential investors, as well as evaluate requirements needed to finance new acquisitions