Client Work
  • Medical Custom Procedure Tray Manufacturer
    • Developed market positioning strategy.
    • Built financial forecast model to estimate revenue potential and cash needs. 
    • Made significant revisions to business plan.
    • Developed financing strategy and investor presentation.
  • Web Development Firm
    • Developed key performance indicators (KPIs) for sales, finance and operations.
    • Created management dashboard incorporating data from accounting, CRM and timekeeping software.
  • Outdoor Entertainment Product Developer
    • Reviewed product and marketing strategy.
    • Sharpened up the business plan.
    • Built financial forecast. 
    • Developed financing strategy and investor presentation.
  • Leading Word-of-Mouth Marketing Company
    • Reviewed cost structure and implemented recommendations increasing bottom-line by 25%.
    • Developed forecasting model to translate the new business pipeline into financial projections,  visually showing Revenues and Adjusted Gross Income by prospect probablilities.
    • Created bottom-up budget and used it to set goals for client acquisition and conversion of clients to ongoing management relationships. 
    • Managed all monthly financial reporting and analysis - creating standard reporting templates.
    • Oversaw establishment of secure offsite back-up infrastructure.
  • Regional Coffee Roaster
    • Built budget that forecasts financials by product line, sales channel and region. 
    • Monthly financial reporting and analysis.
    • Monthly sales analysis using the Tableau data analysis tool.
    • Monthly Board presentation preparation.
  • Advanced Materials Company 
    • Structured employee stock option plan. 
    • Created capitalization table and reviewed valuation.
    • Provided advisory services throughout Series A financing.
    • Built budget model for financial forecasting and reporting.
  • Cycling Technology Start-Up 
    • Developed new business model for capitalizing on the innovation. 
    • Clarified the financing strategy
    • Created investor pitch presentation. 
    • Helped raised seed financing.
    • Provided introductions to other service providers and management assistance in patenting, prototyping and offering paperwork processes.
  • Beverage Start-Up 
    • Created investor pitch presentation
    • Proposed business plan improvements.
    • Created capitalization table and reviewed financing strategy options.
  • Industrial Products Start-Up
    •  Provided business guidance including a recommendation that saved $150K in development costs.
    • Made introductions to business service providers to help with various aspects of launch.
  • Specialty Retailer
    •  Reviewed financial performance and presented financing options.
    • Recommended strategic changes.
  • Talent Management Firm 
    • Facilitated strategic planning process.
    • Developed strategy and business model for a new web-based service offering to be licensed to other recruiters.

For a summary of experience prior to forming Arena Consulting please refer to Logan's resume on the Documents web page.