Fintech pursuing market strategy review and validation in support of pending equity raise

SITUATION

A fintech client that specialized in equipment leasing was embarking on a strategic equity capital raise. The client sought The Alta Group’s industry expertise to complete a competitive market sizing and positioning analysis for inclusion in the due diligence data room for review by potential equity investors.

SOLUTION

Alta performed a deep review of the client’s go-to-market strategy, capabilities, and financial results. With that analysis, we created a heat map of client capabilities benchmarked against key market competitors. Our competitive positioning document included the total addressable market, the client’s relative competitive position, and an assessment of the strategic pro-forma plan. Using our industry networks and expertise, we identified potential strategic equity investors and represented client in investment discussions.