CASE STUDY:

Alec’s Ice Cream

GROCERY AISLE:

Frozen Treats

SERVICES:

CHALLENGE:

Alec’s Ice Cream was riding a rapid growth curve (doubling sales year over year), but Alec needed more than bookkeeping. He needed a CPG finance and accounting partner who could operate as an extension of his team.

He was juggling stress over cash flow and inventory, all while trying to keep high growth and avoid running out of runway.

OUR FIX:

We built the foundational building blocks of financial operations: clean, accurate accounting and a dynamic three-statement financial model that tied production, inventory, and sales forecasts together. From there, we flagged suboptimal inventory levels and helped the operations team right-size inventory while streamlining production planning and bringing days-on-hand down to target.

We also built in a debt schedule to manage Accounts Payable financing and other debt facilities to maintain safe cash levels. And as the $11M equity raise was underway, we were in the trenches: managing weekly cash monitoring, negotiating with vendors to stretch cash, and offering heavy operational support.

RESULTS:

  • 3 years of consistent double sales growth

  • Secured $11M in equity financing

  • 3 debt facilities secured and managed to fuel growth

  • Operational win: Days on inventory reduced to target levels through production forecasting improvements

  • Founder’s emotional shift: Alec gained confidence, knowing he had the right financial team in his corner

BY THE NUMBERS:

3X

YOY GROWTH STREAK

$11M

EQUITY RAISE CLOSED

3

NEW DEBT FACILITIES ARRANGED

50%

REDUCTION IN DAYS-ON-HAND INVENTORY

MORE TO EXPLORE:

A hand pouring red wine from a bottle into a wine glass on an outdoor table with a forest background.

Schweiger Vineyards

Family-run Schweiger Vineyards needed financial clarity to match its craft. Cultivar brought the tools, insights, and strategy to help them scale with confidence.

A glass of pinkish-colored tonic water with ice and lemon slices next to a bottle labeled 'UNDONE' which is a non-alcoholic beverage, flavored as bittersweet aperitif.

UNDONE

UNDONE was ready to bring its alcohol-free spirits stateside—but needed a full U.S. back office built from scratch. Cultivar set up the systems, structure, and financial clarity to fuel their launch.

Two jars of Pistachio Spread on a light green background, one with a spoonful of spread above it.

Pistakio

Pistakio was winning hearts and headlines, but founder Nicola Buffo was still crunching numbers solo. With Cultivar, he leveled up to smarter tools, sharper systems, and storytelling that scales.