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.