At Artesi Consulting, we work with visionary companies to drive revenue growth, operational excellence, and investor readiness. While we maintain strict confidentiality, the case studies below illustrate the outcomes we’ve delivered through structured, high-impact engagements in the Miami SaaS and AI ecosystem.

Client Reference 1: Cybersecurity SaaS Startup | Miami

Situation:
A venture-backed cybersecurity startup faced challenges in scaling its go-to-market motion across U.S. and Latin American markets, with inconsistent forecasting and limited visibility into performance by territory.

Task:
Develop a scalable GTM strategy and align sales operations with strategic growth targets, while enabling data-driven decision-making for leadership and investors.

Action:

• Designed and executed a territory and account segmentation model grounded in buying behavior and market potential.

• Worked cross-functionally with finance, sales, and product to align resource planning with growth projections.

• Integrated forecasting improvements into the operational cadence.

Result:

• Improved forecast accuracy by 15%, enhancing internal planning and investor reporting.

• Delivered 12% revenue growth within six months by optimizing territory coverage and execution focus.

Client Reference 2: AI-Driven Early-Stage Venture | Miami

Situation:
An early-stage AI company preparing for a Series A raise lacked structured financial processes and investor-grade KPI visibility, limiting fundraising readiness.

Task:
Build a robust financial planning foundation and design performance frameworks that would withstand due diligence and support future scaling.

Action:

• Streamlined financial reporting processes, reducing monthly close time by 25%.

• Developed forward-looking financial models tied to product and go-to-market milestones.

• Built investor-facing dashboards and supporting narrative aligned to valuation drivers.

Result:

• Enabled the CEO and executive team to secure $5 million in Series A funding with confidence.

• Established financial rigor that positioned the company for long-term operational scalability.

Client Reference 3: High-Growth SaaS Firm | Miami

Situation:
A SaaS company with a growing sales team struggled to hit quarterly targets due to inefficient territory allocation, unclear quota setting, and low pipeline conversion.

Task:
Redesign revenue operations to improve quota attainment, team productivity, and forecast reliability.

Action:

• Led a territory realignment initiative to reduce rep overlap and balance opportunity distribution.

• Introduced pipeline hygiene protocols, stage definitions, and a full-funnel dashboard.

• Implemented a quota setting methodology informed by historical performance and growth targets.

Result:

• Increased sales team productivity by 10% and improved pipeline conversion rates by 8%.

• Helped the company exceed quarterly revenue targets by ensuring operational alignment across sales and finance.