Case Study: Blue Phi Capital cuts reporting time by 80% and delivers real-time insights with Mosaic

How Blue Phi Capital Guides SaaS Startups to Success

Blue Phi Capital, an outsourced CFO firm for early-stage B2B SaaS, blockchain and Web3 startups, faced a recurring challenge: founders and boards needed timely, trustworthy financial metrics, but data lived in disparate systems and required weeks of manual cleanup. Managing multiple startups meant Patrick Hoogendijk and his team were wasting significant time reconciling GL, CRM, billing and HRIS data and producing one-off Excel reports instead of driving strategic decisions.

To solve this, Blue Phi Capital deployed Mosaic as a real-time business dashboard to integrate ERP/CRM/HRIS and billing data, enable scenario planning, department budgeting, and multi-year monthly forecasting, and deliver a single source of truth to founders, executives and Boards. Using Mosaic, the team cut month‑end and quarter‑end reporting time by about 80%, achieved multi‑scenario forecast turnarounds in hours, reduced month‑end close to five days, and shifted conversations from accounting details to strategic insights — outcomes Patrick calls “time no longer wasted.”

Blue Phi Capital

Patrick Hoogendijk

Managing Partner