FinFlow Technologies is a high-growth fintech startup requiring strategic advisory for Series A fundraising to scale operations and expand market presence.
FinFlow developed an innovative payment processing platform with strong early traction (2,500 clients, $8M revenue run-rate). To capitalize on market opportunity and competitive positioning, the company needed significant capital injection but lacked experience in institutional fundraising.
Key challenges included: building credible financial projections that balanced growth ambitions with investor expectations, developing compelling unit economics and cohort analysis to demonstrate business model scalability, establishing appropriate valuation methodology and benchmarking, preparing professional-grade investor presentations and data room materials, and navigating term sheet negotiations and due diligence processes with limited in-house finance expertise.
Successfully raised Series A funding exceeding target amount with favorable terms from top-tier institutional investors.
Attracted high-quality institutional investors with relevant sector expertise and value-add capabilities beyond capital.
Funding enabled accelerated growth plans including team expansion, product development, and market expansion.
"As first-time founders, we had no experience raising institutional capital. This team guided us through every step of the process—from building our financial model to negotiating term sheets. We raised more than we expected at a better valuation with ideal investors. Worth every penny."
Engaged for ongoing CFO advisory services to support post-fundraising growth phase including hiring finance team, implementing financial systems, and preparing for Series B fundraising in 18-24 months.
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