Case Study: Pipe achieves faster, more collaborative financial and headcount planning with Mosaic

Creating Dynamic Financial Models for a Hyper Growth Company

Pipe, a fast-growing trading platform that connects recurring-revenue companies with institutional capital, faced the limits of spreadsheet-based financial planning as it scaled. Led by Tony Le, Pipe’s small finance team needed an agile FP&A solution to modernize OpEx and headcount modeling and avoid spending weeks updating stale Excel models, so they implemented the Mosaic planning platform.

Mosaic centralized and automated data aggregation, enabled dynamic scenario modeling, and provided collaborative OpEx and headcount planning dashboards for department partners. As a result, Pipe cut time building OpEx and headcount plans by 50%, increased time spent on cross-department collaboration by 30%, achieved a 6x faster fiscal-year planning cycle, shortened planning from nearly two weeks to a couple of days, and reduced quarterly reviews from days to hours.

Pipe

Tony Le

Director of Finance