Case Study: Weatherford Capital achieves responsible growth with Jirav

How Weatherford Capital achieves responsible growth with Jirav's advanced forecasting

Weatherford Capital, a Tampa Bay-based private equity firm, needed a more scalable way to manage financial planning and analysis as it grew. The team was relying on multi-page Excel spreadsheets that took two to three days each month to update, limited visibility into financial performance, and made budgeting and forecasting too slow for the pace of growth. To solve this, Weatherford Capital turned to Jirav’s cloud-based business planning and forecasting platform.

With Jirav, Weatherford Capital centralized its financial data, integrated with its accounting software, and gained dashboards, reports, and multi-year forecasting in one place. The firm eliminated about 24 hours of spreadsheet updates per month, improved partner visibility into financial performance, and shifted from tracking past results to strategic planning. Jirav also helped the team model headcount decisions, cash balances, assets, and liabilities, supporting more responsible growth as AUM reportedly tripled.

Weatherford Capital

Amir Salari

VP Of Finance