Series B Fundraise for a Fintech Company

I provided comprehensive financial advisory services to a pioneering neobank specializing in catering its product suite to small and medium-sized enterprises in the Indian market. By meticulously analyzing historical financial data and aligning it with their future growth strategies, I developed a detailed, bottom-up financial roadmap.

This encompassed a robust financial model, thoroughly addressing pertinent company metrics such as customer acquisition costs, average revenue per user, churn rates, and transaction volume trends. The detailed examination provided crucial insights into the company's financial health and growth trajectory. Leveraging this data, I constructed a comprehensive financial model that intricately captured essential metrics, including cash flow projections, profit margins, balance sheet dynamics, and capital expenditure requirements. The resulting meticulous three-year forecast was a testament to the depth and granularity of our approach, offering a compelling narrative of the company's potential and fostering investor confidence, ultimately resulting in a successful termsheet acquisition.

In addition to dissecting existing financial data, I delved into the evaluation of potential new products and revenue streams for the neobank. Through rigorous market analysis and feasibility studies, we identified promising opportunities aligned with the company's core competencies and market demands. This process involved meticulous scenario planning, sensitivity analysis, and risk assessment to ascertain the potential impact on revenue generation and overall financial performance.

By pinpointing and quantifying these opportunities within the financial model, we provided a comprehensive outlook that not only projected the current business trajectory but also highlighted the potential growth avenues, strengthening the investment proposition and enhancing the company's attractiveness to investors.