FinTech Startup

About This Startup

Participation Progress - Sales Enablement Program - Seed Stage
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FinTech Startup is founded by (wishes to remain anonymous)

FinTech Startup is an artificial intelligence asset management platform that helps accredited investors obtain a second opinion on their investments and manage risks. 

This Startup's Entry Video

Traction Progress

During his growth enablement phase, the founder received a growth plan and actionable steps our team could help him execute.

Then we received asynchronous feedback and revisions on his investor prospecting messaging.

The Startup ROI team provided exercises to guide the team and partners toward exponential growth and dedicated time to one-on-one calls with his extended team. 

We began making interview introductions with like-minded cofounder prospects.

Our team assisted the founder in landing an intern to improve marketing and sales efforts.

Midway Progress Update

During his sales enablement phase, the founder received a curated list of prospects to maximize growth and help him generate more revenue with fewer actions.

By Week 16, the Startup ROI team helped the founder close a $6.4million deal.

To support the startup's growth, we recruited a data analyst intern and sourced 45 executives to fill the startup's capital raising cofounder position.