Sotia: Building Flexible Startup Financial Infrastructure
From prior and advisory engagements
About Sotia
Sotia is an AI-powered behavioral intelligence platform that transforms meetings, messages, and projects into real-time insights about how work actually happens. Co-founded by Jaylon Dittman, Sotia is building the future of workforce analytics.
The Challenge
As an early-stage startup, Sotia needed a flexible financial model that could adapt to rapidly changing assumptions. Revenue targets, fundraising timelines, and hiring plans were all in flux, and they needed a CFO partner who could build scenarios and serve as financial steward across investor communications.
The Solution
Built a dynamic financial model with scenario analysis capabilities tied to key variables: revenue targets, fundraise timing, and hiring velocity. Serve as treasurer on official documents and provide ongoing financial guidance as the company navigates early-stage growth.
Key Services Provided
Results
Flexible forecasting framework that adapts to changing business assumptions. Clear financial narrative for investor conversations.
