case study

Reengineering a tech startup’s business strategy

CLIENT TYPE
A global technology startup

INDUSTRY
Technology, Media & Telecommunications

LOCATION
North America

PROJECT DURATION
1 year

Challenge

A successful entrepreneur and CEO of a tech startup sought our support to validate the company’s business plan and develop a post-seed round fundraising strategy to fuel its growth and attract investors.

Approach
  • Conducted a strategy assessment framework to pressure-test the business plan, including leadership self-assessment surveys, expert interviews, market analysis, and benchmarking.
  • Developed a dynamic financial model through extensive market and competitor benchmarking to project the company’s growth trajectory.
  • Designed a comprehensive financing strategy that evaluated different funding options, ownership dilution, and recommended the optimal path forward for the founder.
  • Developed a comprehensive communications campaign to support the product launch and an issues management campaign to deend against intellectual property (IP) challenges experienced midway through the process.
Impact

Our strategic approach enabled the company to refine its business plan, resulting in a more robust and appealing financial model that significantly increased its attractiveness to investors. The insights gained from our market analysis also helped the company identify potential investors and follow a more realistic, targeted fundraising strategy. This comprehensive program ultimately positioned the startup for stronger growth, improved investor confidence, and a more sustainable path forward post-seed round.