Case Studies

Learn how Clients use Graphite to fill critical talent gaps

Zac Carman

CEO at

Situation, a rapidly growing SaaS/lead generation company, was preparing for a $25M growth equity raise. They needed a finance expert with SaaS experience to help lead the capital raising process, develop financial models and investor materials, and provide ongoing analytical support during the transaction.

Graphite Solution

ConsumerAffairs was introduced to Neel B., a former Bain consultant with PE experience and strategic advisor to growth stage companies. Neel had recently just completed a very similar project, quarterbacking the process for a tech-enabled services company which resulted in a $15M raise. Neel led a $25M capital raise effort for ConsumerAffairs and served as an on-going trusted advisor to the CEO on corporate development, business operations, and finance initiatives.


Neel is a consummate professional. His work product is top notch and he’s super helpful at thinking through the corner cases of whatever project he’s tackling. I would work with him again and hope to do so. 5 stars.
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