Case Study: Direct Advisory wins bank financing with Spotlight Reporting and Forecasting

Direct Advisory secures 5 bank loans in 3 months with Spotlight Reporting

Direct Advisory, an accounting and business advisory firm, needed a powerful forecasting and reporting tool to help its clients navigate economic uncertainty and secure bank financing. They required a solution that could provide dynamic scenario planning and clear reports to win the confidence of lenders, moving beyond a free but limited alternative they had trialed. They turned to the vendor Spotlight Reporting and its Spotlight Forecasting product.

Spotlight Reporting provided its forecasting and reporting suite, which allowed Direct Advisory to model financial scenarios live with clients and bankers, adjusting figures on the fly to secure deals. The solution enabled the firm to win bank financing for five acquisition deals and one refinance deal in just three months. Spotlight Reporting's tools also provided fresh monthly insights for ongoing client relationships, helping to catch issues early and generate more advisory work.

Direct Advisory