Case Studies
Since 2012, we’ve helped over 2,000 clients worldwide.
Success Story
SBA Loan Secured for Restaurant Franchise Expansion
When we partnered with a first-time franchisee, they faced the challenge of securing financing to open a nationally recognized restaurant franchise. The client had the vision, but lenders required a professional, lender-ready plan with defensible financials before approving an SBA loan. Without this, the deal risked stalling before doors ever opened.
Cervitude developed a comprehensive SBA business plan, complete with 5-year financial projections, competitive analysis, and a clear operational strategy. We highlighted the franchise model’s strengths while aligning the financial assumptions with SBA lending standards. By combining precision planning with strong supporting documents, we provided the client with a credible and compelling loan package.
Within weeks of submission, the client was approved for a $1.2M SBA 7(a) loan. This financing enabled them to move forward confidently, sign their franchise agreement, and open their first restaurant location on schedule. The business not only launched successfully but also positioned itself for future expansion opportunities.
Success Story
Full Business Setup in 30 Days
A new entrepreneur approached Cervitude with an ambitious goal: to take their business from concept to fully operational in just 30 days. The challenge was not just speed, but building a professional foundation that included branding, compliance, digital presence, and customer management systems—all within a tight deadline.
Our team executed a complete startup buildout. We designed and launched a polished website, created branded social media accounts, and developed detailed policies and procedures for compliance and operations. To ensure scalability, we also implemented a CRM system to track leads and manage customer interactions from day one. This comprehensive approach provided the client with everything they needed to hit the ground running.
Exactly 30 days after engagement, the client’s business was live—operational, credible, and ready to serve its market. By compressing what typically takes months into a single month, Cervitude enabled the client to capitalize on a timely market opportunity and begin generating revenue immediately.
Success Story
Investor Deck and IR Program Drive $2M Capital Raise
When a growth-stage technology company engaged Cervitude, they faced the challenge of telling their story to investors in a way that combined both credibility and clarity. Their existing materials were outdated, financials were unstructured, and investor communications lacked consistency—leaving them unprepared to raise meaningful growth capital.
We created a complete investor readiness program. Our team developed a polished investor deck, structured a robust 5-year financial model, and launched a proactive investor relations strategy. This included targeted press releases, regular shareholder updates, and an outbound investor call campaign designed to connect management with accredited and institutional investors.
Within six months of our engagement, the company successfully raised $2M in growth capital. Alongside the financing, they built stronger investor confidence and improved shareholder engagement. The result was not just fresh capital, but also a sustainable communications program that positioned the company for continued market credibility and future raises.
Success Story
OTC Company Raises $750,000 Through Social Media Investor Outreach
When we first engaged with an OTC-listed client, they faced two major challenges: virtually no trading volume and de minimis revenue. The company struggled to capture the attention of new investors, and existing shareholders were disengaged.
Cervitude IR designed and executed a comprehensive social media investor outreach strategy. We built a consistent content pipeline across Twitter, LinkedIn, StockTwits, and investor forums, while simultaneously managing newsletters and direct investor communications. By combining targeted digital campaigns with regular management visibility, we created sustained engagement with retail and accredited investors alike.
Within the first year of our engagement, the client successfully raised $750,000 from accredited investors. In parallel, daily trading volume increased significantly, improving liquidity and market visibility. The company not only strengthened its financial position but also established a credible, active shareholder base ready to support future growth.
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