Funded Business Plans


Funded Business Plans: Case Studies

CASE STUDY #1

CASE STUDY #2

PROBLEM: A four year old technology company wishes to raise a second round of nine million dollars in equity financing. The client needs a new strategic direction and further differentiation from its competitors and a operational assessment of further efficiencies.

EXECUTION: We assist the client in developing a new strategic direction, enhance their business model and improve their differentiation strategy. In one months after completion of the plan our client closes a funding of nine million dollars in second round equity financing.

FURTHER POST FUNDING SERVICES: After funding success, we work with the client to provide assistance with operational consulting and a plan for third round equity financing of 13 million dollars which closes six months later.

PROBLEM: An early stage technology based learning company wishes to raise five million dollars in first round equity financing. The client has no clear Sustainable Unfair Advantage™ or differentiation from scores of competitors.

EXECUTION: We assist the client in developing a strong Sustainable Unfair Advantage™ and differentiation strategy. In three months after completion of the plan our client locks down $5, 000,000 in initial funding with a commitment for another 3 million.

FURTHER POST FUNDING SERVICES: After funding success, we work with the client to provide assistance with operational consulting of key business divisions resulting in significant financial savings and increases in revenue of more than 170%.


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