Case Studies

View our case studies to see how we've helped startups in the following areas:
  • management
  • people
  • tech
  • product
  • promotion
  • finance

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War Room

Finance

Client profile
Newly funded global fintech start-up
Challenge
Set up a Bermuda Corporate HQ along with three other international offices and team

Action

  • Worked with advisors to assess appropriate corporate ownership structure and entity hierarchy
  • Selected outsourced accounting and payroll vendor
  • Worked with business and investors to set up financial reporting templates
  • Selected vendors to support global employee benefits administration
  • Structured global employee options scheme

Results

  • Motivated team of 22 employees across Bermuda, London, New York & Singapore focused on their start-up mission
  • Minimal administrative headaches and zero major issues
  • Monthly accounts closed within 7 days including easy to digest financial reporting for management and investors
  • Highly cost-efficient set up requiring only 20 hours per week of maintenance

Finance

Client profile
FinTech start-up raising Series A

Challenge
Negotiate term sheet and execute definitive funding documents

Action

  • Worked with external counsel and advisors to actively negotiate all key terms including valuation and founder provisions
  • Negotiated bridge funding via convertible note which converted into the round to allow company to get started
  • Ensured full compliance with all Bermuda regulations

Results

  • Company up and running quickly and first employees hired before Series A round closed
  • Bermuda company established as Top Holding Company for global structure
  • $6.5M raised to fund R&D and build out of global team

Finance

Client profile
FinTech start-up launching institutional data solution

Challenge
Steer through technical on-boarding

Action

  • Worked through intensive third party risk-assessment for multiple institutional capital markets clients
  • Secured ISO270001 accreditation and created full InfoSec charter and compliance policies
  • Performed Pen-Tests and prepared for site inspections and third party audits

Results

  • Secured 7 major investment banks onboarded as clients within 3 months
  • Core product enabled by clients submitting pricing data into hosted system
  • Product able to move into its next phase of development

Tech

Client profile
Global Retail Fintect Platform Pre-Series A
Challenge
Grow active users to achieve Series A

Action

  • Worked with team to put Product thinking framework in place
  • Redefined ‘target market’ as the segment with the most active customers getting the most value
  • Found the blockers limiting value for some active customers in the target market
  • Created a roadmap and drove features into the product based on unlocking value for target market

Results

  • 20% reduction in customer acquisition costs
  • Clear internal alignment and focus on what to do any why it matters
  • Roadmap helped close bridge funding and fueled VC conversations
  • 2x increase in active user satisfaction, 5x organic growth over 5 months
  • Active customers goals consistently exceeded after month 3

Tech

Client profile
Tech start-up with short runway

Challenge
Develop technical strategy to match expenses to revenues

Action

  • Interviewed product focused founder to understand vision and roadmap
  • Highlighted key USP related features
  • Matched Architecture principles to business need
  • Mapped business needs to technology building blocks
  • Negotiated massively discounted contract with cloud provider

Results

  • 100% serverless architecture
  • 0 server licenses, no virtual (or real) hardware except employee laptops
  • Very low monthly fixed costs
  • Technology expenses matching revenue

  • Capacity to scale massively in essentially real time

Tech

Client profile
Disruptive start-up without technical leadership

Challenge
Hiring technical leadership

Action

  • Deep dives on vision, business strategy, stakeholder expectations, and potential IP
  • Analysis of existing team strengths and gaps
  • Partnered with Talent head to craft job spec, interview pipeline, and acquisition strategy
  • Performed technical vetting

Results

  • Automated a fair early-stage selection process that could be used for other roles
  • 3 rejected finalist candidates so sold on vision they recommended others from their network
  • Hired Head of Engineering who is widely considered key to success

Tech

Client profile
FinTech startup moving beyond prototype with rapidly evolving client requirements

Challenge
Linking client requirements to delivery reproducibly

Action

  • Evaluated and documented the existing software development lifecycle (SDLC) with recommendations on future enhancements
  • Evaluated bespoke product management and client relationship tools and processes
  • Interviewed discipline leads to understand how the ad-hoc requirements gathering is causing tensions and miscommunication
  • Facilitated the management group to define criteria for the “declaration of done” that allows each stage of the delivery to proceed

Results

  • Lightweight, integrated, delivery model – from ideation to maintained deployment
  • Clear definition of gatekeeping decision points, responsible individuals, and prioritisation principles
  • Improved transparency for engineering on upcoming needs and for product management to arbitrage technology and client requirements
  • Reduced time to deliver high priority client change requests to two weeks

Tech

Client profile
FinTech start-up weighing funding opportunities from tech providers

Challenge
Mitigating technology risk by appropriate product evaluation

Action

  • Introduced Wardley Mapping to catalogue components from bespoke to commoditised in order to facilitate measures of value and associated cost
  • Defined a broad set of evaluation criteria on which to assess the commodity service providers, including quantitative and qualitative measures
  • Liaised with the service provider short list to complete the evaluation and ensure appropriate relationships were developed
  • Discussed and advised on the evaluation outcome, demonstrating architectural concepts to mitigate the selection of any single provider

Results

  • The most appropriate technology was chosen with reasoning backed by quantitative assessment
  • Ensured multiple provider relationships were maintained, which removed risk of backing a single ‘winner’, as providers were receptive to objective evaluation criteria
  • Planned provisions for switching ensured a strong negotiating position for commercial terms
  • Free consulting from providers, early access to new versions, and respectful partner relationships were forged

Tech

Client profile
Independent Project Team within large FMI with big-bang delivery target

Challenge
Define an incremental delivery to production

Action

  • Produced a technical architecture review covering all aspects of the delivery mechanism from requirements gathering to operational support of production
  • Interviewed relevant personnel to assess rewards and risks associated with moving towards an incremental delivery of production quality
  • Collated the large number of independent resources used for tracking non-functional requirements (NFRs), identifying additional items that were otherwise not explicit
  • Worked with the responsible delivery personnel to propose and define incremental implementation steps
  • Aligned with Product Management to support a consistent approach that brought the functional and non-functional items together in a unified prioritisation model

Results

  • Delivered a ‘living document’ encapsulating the proposed roadmap to production
  • Improved communication regarding change management and its potential effects on delivery with NFRs represented as client requirements
  • Single resource to understand and negotiate prioritisation and staging
  • 2Intermediate milestones demonstrable to project shareholders, incrementally delivered towards production quality

Marketing

Client profile
Leading FinTech in crypto tax solutions

Challenge
Develop content marketing strategy

Action

  • Company needed a strategy to merchandise its thought leadership coming out of a recent rebrand
  • Acting as a Virtual CMO, led team in creating an editorial calendar that produced a strict schedule of blogs, social posts, PR and research

Results

  • Partnered with business to develop timely marketing themes that supported product launches
  • Helped craft blogs, write and post social media, oversee conference and PR schedule
  • Generated incoming leads from prospects and media using Hubspot to manage and track
  • Grew social media followers by 200%

Marketing

Client profile
Tech company entering the world of digital securities

Challenge
Reposition a fixed income platform into a digital securities leader

Action

  • Company wanted to redefine the private securities marketplace
  • The fixed income ATS needed to be rebranded as a revolutionary end-to-end digital securities provider
  • Acting as a virtual CMO worked with senior management to develop a new differentiated messaging platform, brand and marketing plan

Results

  • The new brand came to life via a state-of-the-art website increasing traffic by 200%
  • Content management strategy with editorial calendar
  • Increased social media followers by 175%
  • Articulation of new services positioned brand as the defacto destination for digitization of Reg D securities

Marketing

Client profile
Major bond e-trading platform with significant market share

Challenge
Launcha  new FinTech company in a crowded field

Action

  • A group of Wall Street’s top corporate bond traders wanted to launch an e-trading platform where Goldman Sachs and Blackrock had failed
  • A new brand had to be constructed from scratch that would standout from its competitors and attract top institutional investors
  • Developed brand positioning including naming of company, product suite, tagline and all communications: website, brand video and pitch deck
  • Developed and executing an entire go-to- market strategic marketing plan from press strategy to lead generation programs

Results

  • Resulted in industry-leading order and transaction volume from 250 institutions onboarded in under one year
  • Pre-launch Series A valuation of 75M and Series B co-led by Soros and Thiel of 35M
  • Ran all PR efforts pre and post-launch resulting in 25 placements totaling 10M+ impressions

Marketing

Client profile
Major financial market infrastructure provider looking to accelerate tech listings

Challenge
Raise company profile with tech companies

Action

  • Stakeholder research revealed that company had an outdated and irrelevant image in the Valley
  • Managed development of integrated ad campaign “New Destination for Tech” featuring tech clients like Linkedin, Pandora, Yelp, Twitter, Freescale and more
  • Custom digital ad units featuring co-branded videos of IPO proved the power of the company’s partnership with its clients
  • Comprehensive PR strategies – featuring C-Suite at thought leadership events and through social media
  • High-tech animated TV spots – mimicking a light show on the iconic façade of the building, illustrating its transformation from stodgy blue chip to innovative and tech savvy

Results

  • From 2009-2013 increased tech wins from 15% to 63% so that currently the company is winning majority of tech wins
  • High profile wins liked Linkedin turned the tide in 2011 and Twitter win cemented company as the new home for tech IPO’s, including the biggest transfer of all time

Marketing

Client profile
Institutional FinTech industry

Challenge
Launch a groundbreaking digital FinTech conference

Action

  • Helped launch the first crypto market structure conference focused on institutional FinTech
  • Managed entire production: concept development, agenda creation, sponsorship, venue selection, event production, marketing and execution

Results

  • 70 speakers including SEC and FBI
  • 30 sponsors
  • 350 attendees: 200% higher than expected
  • Profit 300% higher than projected

Talent

Client profile
Blockchain FinTech start-up Post-Series A

Challenge
From London, establish two overseas offices (LATAM & ASIA) and hires teams in each location

Action

  • Identification of high quality office space in accordance with brief
  • Negotiation of lease agreements, fit-out and uniformity of corporate branding
  • Managed achieving legal entities within a given timeframe
  • Hired teams locally within agree timeframe

Results

  • Diverse teams hired directly – no recruitment fees
  • Played integral role in the onboarding of new staffers into the firm globally
  • Allowed “the business” to concentrate upon client, product and business development without the distraction of cumbersome administrative tasks
  • High quality “launch” of both offices locally and on-line

Talent

Client profile
Disruptive start-up without techincal leadership

Challenge
Hiring technical leadership

Action

  • Deep dives on vision, business strategy, stakeholder expectations, and potential IP
  • Analysis of existing team strengths and gaps
  • Partnered with Talent head to craft job spec, interview pipeline, and acquisition strategy
  • Performed technical vetting

Results

  • Automated a fair early-stage selection process that could be used for other roles
  • 3 rejected finalist candidates so sold on vision they recommended others from their network
  • Hired Head of Engineering who is widely considered key to success

Talent

Client profile
New York based FinTech start-up post business restructure

Challenge
To hire a first class team of experienced investment bankers into a firm re-inventing itself

Action

  • Act as Brand Champion for the business externally
  • Directly approach relevantly qualified individuals in the market
  • Determine “best of breed and fit” for the firm
  • Manage onboarding and subsequent integration into the business

Results

  • Increased the profile / market perception of the firm externally
  • Hired a team of super passionate individuals committed to the nature and direction of the business
  • Advised on “best practices”, team structures and staff retention
  • Highly cohesive unit that continues to grow successfully

Talent

Client profile A Global FinTech scale-up

Challenge
Hiring needs clear, but not ready for an in-house recruiter

Action

  • Your Partners embedded with the team and became the face of recruitment for the company
  • We applied our Network Method to build talent pools based on 1st & 2nd degree connections
  • We drafted in some of our experts to help with candidate screening
  • We provided Marketing Advisory to help the company develop their externally facing brand

Results

  • Hired quickly and effectively for 10 positions across different levels and areas of the company
  • Advised the COO and Interim HR Director on org-planning
  • Laid the groundwork for a future in-house recruiting team
  • Generated a cost-effective solution 

Talent

Client profile
FinTech start-up with Series A funding

Challenge
Hire the right global team the first time and quickly develop effective working relationships

Action

  • Worked with early stage FinTech company after initial institutional funding
  • Developed a values-based set of guiding principles for hiring decisions, individual and team development and all stakeholder management including building relationships with major financial institution clients
  • Utilized combination of value assessments, individual coaching and team-building sessions

Results

  • Highly functional team of 25 employees across Bermuda, London, New York & Singapore aligned in their approach to working together to deliver results
  • Created intentional values-based culture & psychologically safe environment that fostered open communication across all levels
  • Minimal turnover, exceptional employee engagement & commitment – the team’s motto – “To make this the last job we will ever need”

Talent

Client profile
Strategic/financial communications & crisis management spin-off from global firm

Challenge
Small group of seasoned professionals pivoting to start-up mentality

Action

  • Strategized to create Mission, Vision and Unique Value Proposition in highly competitive professional services firm
  • Developed a values-based set of guiding principles for hiring decisions, internal communication practices and assignment selection
  • Utilized combination of senior management value assessments, team-building exercises, offsites, and 1:1 coaching

Results

  • Successfully hired 10 seasoned professionals and trained to be more resourceful and scrappier to conserve start-up capital
  • Maintained consistent values-based guidance on recruiting and new business approaches
  • Grew staff and revenue by over 100% in first full year of independent operation

Talent

Client profile
A New York based FinTech

Challenge
Hiring a Director of Platform Engineering

Action

  • Your Partners worked with the Executive Leadership Team to get behind the brief
  • We built a candidate pool of 40+ and shortlisted 10 for team review
  • Our in-house Technology Team performed technical screening using tailored scorecard approach

Results

  • The client was able to run 3 candidates through their interview process and select 1
  • The client was able to accelerate further development of its technology team
  • The client has since engaged with Your Partners for War Room advisory to help strategise a tech migration