Case Studies
View our case studies to see how we've helped startups in the following areas:
- Messaging
- Experience
- Automation
- Execution
- Culture
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Services
Mission
Client profile
Disruptive start-up without technical leadership
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
Milestones
Client profile
Leading FinTech in crypto tax solutions
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%
Milestones
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
Milestones
Client profile
Major bond e-trading platform with significant market share
Challenge
Launch a 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
Milestones
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
Milestones
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
Mission
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
Mission
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
Mission
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
Mission
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
Mission
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”
Mission
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
Mission
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
Mission
Client profile
Enterprise Technology & Services Firm
Challenge
To identify a suitable, highly commercial General Counsel to play a pivotal role on the firm’s Executive Committee
Action
- In conjunction with the Board, our experts determined the scope of the search, creating a detailed document as a touchstone for the mandate
- Through original research, a robust pool of candidates was identified and approached, from our own networks and the broader market
- A select few individuals were presented to the Executive Committee together with accompanying personal profiling and suitability analysis
Results
- Your Partners executed the offer and subsequent acceptance, culminating in the successful onboarding of the desired candidate
- Managed the external “promotion” of the hire to create awareness in the market of the firm’s continued growth
- Worked closely with the new General Counsel to hire complimentary team members, creating a proactive and visionary legal function