Case Study. ProjectMark and OpStart: Building Financial Clarity from Day One

Contents

“It’s communication. Someone you can be direct with, and nobody gets defensive. That was the deciding factor—we wanted partners who fit with us.” — Noel Brady, COO & Co-Founder, ProjectMark

ProjectMark—a CRM purpose-built for the construction industry—faced a common early-stage challenge. The founders had deep product and market expertise, but when it came to finance, they knew enough to recognize it was a blind spot.

“We just wanted to make sure we weren’t making any mistakes, but also that we were being as efficient as possible,”
Noel Brady, COO & Co-Founder, ProjectMark


Why OpStart?

Introductions through investors led to conversations with OpStart’s team. What stood out wasn’t just expertise, but their culture.

“It’s communication. Someone you can be direct with, and nobody gets defensive. That was the deciding factor—we wanted partners who fit with us.”
Noel Brady, COO & Co-Founder, ProjectMark


The Solution

OpStart quickly brought structure and clarity:

  • Expense categorization: Clean, consistent reporting helped the team look back on performance and use it to guide strategy.

  • COGS accuracy: Early guidance on B2B SaaS cost structures improved gross margin calculations and sharpened the founders’ own understanding.

  • High-touch support: Controllers and client success leads worked alongside the team, offering clarity without overburdening the budget.


The Impact

By bringing in OpStart, the team gained financial confidence and the ability to make smarter strategic decisions.

“That blog you shared on SaaS COGS wasn’t just useful—it reshaped how I thought about gross margin. The relationship has only grown from there.” Noel Brady, COO & Co-Founder, ProjectMark


Advice for Founders

“Learn the value of bringing in experts instead of trying to do everything yourself. Get critical things like accounting and financial advice off your plate, so you can focus on building. And find a partner that fits your stage. Others pushed Series A/B pricing we couldn’t afford—OpStart understood where we were from day one.” Noel Brady, COO & Co-Founder, ProjectMark


About OpStart

We’re your modern finance function-as-a-service—bookkeeping, taxes, and fractional CFO—in one high-touch team that gives founders real-time clarity, proactive guidance, and the freedom to focus on growth.
https://www.opstart.co/

Let’s learn more about each other!
Schedule a call today.

 

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