The challenge.
Vault X had come a long way with their bootstrapped start-up; with global sales, complex logistics, sales tax obligations and large import cycles, finance had become both increasingly important and uncomfortable. A lack of internal accountability, limited visibility, and a reliance on external accountants meant the founders worried about cash flow volatility and lacked confidence in the accuracy and timeliness of their financial information.
As they prepared to invest in people, infrastructure and new markets, they needed clarity and reassurance that the business was truly scale-ready.
The approach.
We began by replacing the existing bookkeeping and accountancy support with the right outsourced partners who could handle a more complex, international operation. We then introduced a consistent monthly reporting cadence, turning the numbers into insights rather than simply output. With better data, the leadership team could make trusted decisions and we could start mapping the journey to scale from a £20m business to a £100m one within five years. That meant highlighting the processes, controls and infrastructure that needed strengthening to make that ambition realistic.
We were heavily involved in recruiting an in-house finance manager, and other projects included preparing the narrative and financial evidence required for a major refinancing and remortgage, strengthening banking relationships in the process.
Through each step of the journey with our client, our aim remained the same: to build confidence, clarity and a solid financial backbone to support a high-growth scale-up.
The CFO Centre’s solutions.
This was a hands-on scale-up engagement designed to give the founding team the confidence and insight they needed to grow. By professionalising the finance function, creating a clear reporting rhythm and strengthening the internal and external finance team, the CFO turned finance from a source of anxiety into a strategic asset.
With better visibility, tighter processes and a partner who could sense-check decisions and steady the narrative with banks, suppliers and stakeholders, VaultX gained the clarity required to invest, hire and expand. The result is a more mature, more resilient business that now has the systems, people and financial discipline to scale globally.
Vault X partnered with The CFO Centre to build a stronger financial foundation for scale. By restructuring the finance function, improving reporting, supporting key hires and guiding strategic decisions, the business moved from uncertainty to clarity, subsequently accelerating growth, strengthening cash flow understanding and freeing the founders to focus on building a global brand. Today, Vault X has the people, processes and confidence needed to scale at pace.
