Case Study: Transforming Financial Services

A venture capital firm specialising in financial services approached us looking for innovative fintech solutions targeting small and medium-sized enterprises (SMEs). Discovery Phase Through our extensive network in the financial services sector, we identified a company developing an integrated banking and accounting platform for SMEs. The solution stood out for its innovative approach to combining banking services, invoicing and cash flow management in a single platform. Initial research showed strong market demand and limited competition in their target market. Due Diligence Our detailed analysis revealed several compelling factors. The founding team had deep expertise in both banking and software development, with previous exits in the fintech space. The platform had achieved impressive early traction, with over 1,000 SMEs using the beta version and a waiting list of 5,000 businesses. Our market analysis confirmed the significant pain points their solution addressed, with a total addressable market of over £1 billion in the UK alone. Investment Process We facilitated multiple meetings between our client and the founding team, including detailed technical reviews and customer interviews. The strong alignment between the investor’s expertise and the company’s needs led to a £4 million investment. We helped structure the deal to include board representation and strategic support provisions. Ongoing Development In the eighteen months since investment, we’ve worked closely with both parties to support the company’s growth. The platform has expanded its feature set significantly, obtained full regulatory approval and grown its customer base to over 15,000 SMEs. Our client has played a crucial role in helping secure banking partnerships and advising on the international expansion strategy.

Case Study: Advancing Clean Energy Solutions

An impact investment group came to us seeking opportunities in renewable energy technology, specifically looking for solutions that could accelerate the transition to sustainable energy. Discovery Phase Our research identified a company developing innovative energy storage technology that could significantly improve the efficiency of renewable energy systems. Through our network of energy experts and technical advisors, we conducted initial assessments that confirmed the technology’s potential impact and commercial viability. Due Diligence Our comprehensive evaluation included technical validation from independent experts, detailed patent analysis and thorough assessment of the commercialisation strategy. The founding team included leading researchers in energy storage technology and experienced business operators. Early prototype testing had demonstrated significant advantages over existing solutions and the company had already secured strategic partnerships with two major energy companies. Investment Process We arranged a series of detailed technical briefings and site visits for our client, bringing in industry experts to help evaluate the technology’s potential. These discussions led to a £5 million investment, structured to support both continued R&D and initial commercial deployment. Ongoing Development Over the past two years, we’ve supported both parties in executing the company’s growth strategy. The technology has been successfully piloted at three commercial sites, demonstrating performance improvements that exceeded initial projections. The company has expanded its team to 45 people and is now preparing for full commercial rollout. Our client has seen significant value appreciation and has helped secure additional strategic partnerships.

Case Study: Revolutionising Healthcare Delivery

A family office approached us seeking to diversify their portfolio with healthcare technology investments. They were particularly interested in solutions that could transform patient care delivery but needed guidance in navigating this complex sector. Discovery Phase Our team began by conducting extensive market research into the healthcare technology landscape. Through our network of healthcare professionals, industry experts and startup founders, we identified several promising companies developing innovative solutions. After initial screening, we focused on a telemedicine platform that stood out for its unique approach to combining AI-driven triage with personalised care delivery. Due Diligence Our thorough evaluation process revealed compelling evidence of the company’s potential. The founding team comprised experienced healthcare professionals and technology experts who had previously built and scaled successful healthcare companies. The platform had already conducted successful pilot programs with two major healthcare providers, demonstrating strong product-market fit. Our financial analysis showed a clear path to profitability, with the company’s unit economics improving as they scaled. Investment Process We arranged several meetings between our client and the founding team, facilitating detailed discussions about the technology, market opportunity and growth strategy. These conversations helped build strong rapport between both parties and led to our client leading a £2.5 million investment round. We supported the negotiation process, helping structure terms that aligned with both parties’ interests. Ongoing Development Since the investment, we’ve worked closely with both the investor and the company to support growth. The platform has expanded its service offering and now operates in three major UK cities. Monthly active users have grown by 300% and the company has secured partnerships with five additional healthcare providers. Our client has seen their investment value increase significantly and they’re now considering participating in the upcoming growth round.