Client Overview
Confidential Client: AgTech Client
Industry: Agricultural Technology (AgTech)
Timeline: 12 Months
Services: Financial Infrastructure, Private Equity Fundraising, Operational Strategy, Vendor
Optimization, Supply Chain Development
The Situation
In 2023, our client founder-led AgTech startup-was preparing to scale but lacked the financial systems, compliance processes, and operational infrastructure required for growth and investment. They needed a strategic partner to professionalize the business and prepare for capital infusion.
Private Equity Readiness & Fundraising – $20M USD Target
DNA Core management led the investment readiness process, resulting in strong private equity interest and founder-aligned terms.
- Built a fully integrated financial model and investor dashboard
- Developed the investor pitch deck and supporting financial narratives
- Guided the full due diligence process from initial conversations to closing strategy
Operational Infrastructure
From early-stage chaos to controlled growth:
- Built full accounting infrastructure from scratch
- Implemented systems to meet Canadian CRA compliance and revenue reporting
requirements - Established internal financial controls, reporting cadence, and budgeting discipline
- Created frameworks to track and manage financial KPIs
Go-to-Market & Vendor Strategy
Operational execution from the ground up:
- Designed a go-to-market strategy with aligned financial KPIs
- Oversaw customer service, technical support, and sales processes
- Set up scalable supply chain channels to support demand
- Negotiated key vendor agreements to reduce input costs and ensure supply reliability
Team Enablement
Supported departmental development and hiring:
- Provided oversight of cross-functional departments (sales, support, operations)
- Introduced operational playbooks and process flows
- Enabled functional leads through financial coaching and reporting insights
Results Summary
Before vs. After (12 months):
- Accounting Systems: None → Fully compliant, audit-ready structure
- Capital Readiness: Not investor-ready → Positioned for $20M PE raise
- Supply Chain: Ad hoc → Structured and cost-optimized
- KPIs: No tracking → Aligned metrics across departments
- Vendor Agreements: None → Fully negotiated and documented contracts
Key Takeaways
- A credible financial story starts with infrastructure
- In AgTech, cost control is as critical as innovation
- Operational maturity builds investor confidence
“They didn’t just prepare us for investment—they built the engine that runs our business.” –
Founder, Proposperium Global Solutions
