Case Studies
Real Outcomes.
Real Impact.
See how our operators have helped companies navigate complex challenges, transform operations, and achieve exceptional outcomes. All details anonymized to protect client and advisor confidentiality.
Strategic Transactions
M&A support, exit preparation, and transaction execution
Deep Tech Biotech: $75M Series C
A deep tech biotech company needed to pivot from R&D focus to commercial-driven business. Our advisor led fundraising and strategic transformation.
Outcome: Transformed company strategy. Conducted due diligence on $10B+ M&A deals in the sector.
PropTech Startup: $26M Acquisition
How a fractional advisor helped a PropTech startup achieve a $26M acquisition by combining innovative technology with strategic partnerships.
Outcome: Acquired by major investment firm. Proved massive value creation potential in real estate tech.
Regional Bank: Successful IPO
A regional bank needed strategic leadership for their public offering. Our advisor served on the Executive Committee and led the IPO process.
Outcome: Built FinTech Partnerships Division with 70 employees. Onboarded 13 companies including 3 publicly traded.
Wealth Division: 2.4x Premium to Book
A wealth management division needed to maximize value in a strategic sale. Our M&A advisor executed pre-transaction restructuring and strategic positioning.
Outcome: Maximized valuation through operational improvements. Delivered exceptional returns to shareholders.
Digital Transformation
Modernizing technology, processes, and infrastructure
Credit Union: 6 Days to 6 Seconds
A community credit union needed to modernize their lending products. Our digital transformation advisor redesigned the entire application-to-funding process.
Outcome: Reduced application-to-funding from 6 days to 6 seconds. Increased deposit product sales 52% YoY.
Insurance Company: 7x Team Effectiveness
An insurance company needed to improve operational efficiency. Our AI specialist automated 25% of operations in just 2 hours and multiplied team effectiveness.
Outcome: Enabled hiring freeze through automation. Developed custom AI solutions that transformed operations.
Regional Bank: $12B Core System Replacement
A regional bank with $12B in assets needed to modernize their core banking system while maintaining operational continuity. Our advisor led the transformation.
Outcome: Modernized infrastructure with zero downtime. Enabled 300% growth in digital transaction volume.
Tier-One Bank: ML Trading Systems
A tier-one global bank needed to improve trading execution efficiency. Our advisor developed ML-driven trading systems processing $75B+ daily.
Outcome: Improved execution efficiency 34%, reduced market impact costs 28%. Processing $75B+ in daily transactions.
Growth & Scaling
Helping companies scale revenue, operations, and teams
Enterprise SaaS: $250K to $6M ARR
An enterprise software company with stalled growth needed a revenue transformation. Our growth advisor rebuilt the entire go-to-market engine.
Outcome: Improved close rates from 15% to 75%, renewals from 35% to 91%. Sales cycles reduced by 67%.
Neobank Platform: $0 to $7B in Assets
How a fractional CTO scaled neobank infrastructure from $0 to $7B in assets by building 11 digital banking platforms across multiple continents and markets.
Outcome: One platform acquired by major payments company. Supported 3,000+ banks globally with digital transformation.
Series B Fintech: $2M to $50M ARR
How a fractional COO helped a Series B digital lending platform scale from $2M to $50M ARR with 2,400% revenue growth through operational frameworks.
Outcome: Successfully raised $75M Series C. Delivered 12x ROI on advisory investment.
Series B Startup: 187% Productivity Gain
How a fractional COO turned operational chaos into a 187% productivity gain for a Series B startup through intelligent automation and workflow redesign.
Outcome: Reduced onboarding from 45 to 7 days. Turned operational bottlenecks into competitive advantages.
Risk & Compliance
Enterprise risk, regulatory compliance, and fraud prevention
Financial Institution: AML/KYC Innovation
A mid-sized financial institution needed compliance modernization. Our advisor created AI-powered AML/KYC systems that became the benchmark for the industry.
Outcome: Automated manual processes, became compliance benchmark for mid-sized institutions.
Multinational Bank: 80% Compliance Cost Reduction
How a fractional CRO cut compliance costs 80% for a multinational bank by designing a scalable risk management framework across 7 jurisdictions.
Outcome: Passed regulatory examinations across all jurisdictions. Created scalable framework for continued growth.
Payment Processor: $240M Fraud Detection
How a fractional advisor built AI-powered fraud detection using graph neural networks for a payment processor, identifying $240M in fraudulent activity.
Outcome: Revolutionized payment security standards. System became benchmark for the industry.
Trade Finance Platform: 40x AUM Growth
A trade finance platform needed to scale AUM while maintaining risk standards. Our CRO implemented automated risk modeling that enabled massive growth.
Outcome: Grew AUM from $20M to $800M while maintaining just 2% losses through thorough assessment.
Our Collective Track Record
Aggregate results from our network of 200+ operators.
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