Project overview
A trading technology platform needed a concise investor narrative and financial view for strategic-partner and fundraising discussions.
Mandate
- Turn a complex product and market structure into a clear investment argument.
- Ensure financial slides reconciled to the operating model and funding plan.
Model structure
- Problem, solution and market narrative
- Revenue drivers and scenario forecast
- Operating plan, funding need and use of funds
- Investor and strategic-partner versions
How it supported the decision
- Created a more consistent basis for investor and partner conversations.
- Connected headline deck metrics to the underlying forecast rather than isolated slide estimates.