FinTech Company Business Cases

Client: Fast-growing tech company

A rapidly growing Tech company beginning a second round of equity financing was looking to evaluate several different business opportunities and to present them, along with the existing business, to investors to assist with maximizing their current financing.

3 Key Insights:

We developed a comprehensive financial model showing all the new opportunities, as well as the existing business, with the possibility of switching these modules “on” and “off”


The model had dynamic features which allows the quick testing of various scenarios. Our model was used by the investment bank hired by the company to secure financing.


The company has already accepted an offer of over $10 millions and they are currently working on developing the proposed business opportunities.

Forecast Growth in Quarterly Revenue, Gross Margin, and Net Income

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