Solution

We developed a full investment documentation package to support fundraising:Market Analysis: We researched the global FinTech and personal finance app market, defined the addressable market size (TAM, SAM, SOM), and analyzed growth trends and drivers. We demonstrated that the market is growing at 23% annually and may reach $1.5B by 2028.
Competitor Analysis: We conducted an in-depth review of 12 direct competitors and their business models, identified market gaps, and articulated the unique value proposition of the client’s product (AI-driven recommendations + automated budgeting).
Financial Model: We created a detailed 5-year forecast with unit economics, calculated LTV/CAC, customer payback period, break-even point, and profitability trajectory. We modeled three scenarios (pessimistic, base, optimistic).
Investment Proposal: We justified the need for €300K, prepared a detailed allocation plan (40% product, 35% marketing, 25% team), recommended offering 15% equity, and demonstrated a potential exit in 4–5 years with an estimated valuation of €8–12M.
Pitch Deck: We created a 15-slide pitch deck with clear visualisation of key metrics, traction, team, and financial projections — structured to capture and hold investor attention.
Result: The client held 8 investor meetings, received 3 term sheets, and closed a seed round within two months with two business angels on the desired terms.