Archives: Portfolios

Our Challenge Early-stage startups and venture firms often lack structured finance capabilities, leading to inadequate reporting, stressed investor relationships, and fragmented decision-making. Launch Finance faced the challenge of presenting itself as a fractional CFO and advisory partner whose services can be both high-impact and cost-effective—while clearly communicating executive-level financial services without full-time senior hires. Solution […]

Our Challenge The website aims to position FinTech Recovery as a credible partner for navigating financial disputes and legal challenges involving banks. It claims to provide bespoke advice and representation to individuals and businesses dealing with complex financial matters such as contractual dilemmas, debt-related issues, and bank compliance concerns. Solution & Result According to their […]

Our Challenge The challenge was to consolidate fragmented trade finance workflows—loans, collateral, risk, compliance, documentation, investor channels, and customs operations—into a unified digital system. finPhlo needed to coordinate borrowers, investors, partner banks, and customs authorities while integrating with accounting systems, enabling real-time P&L updates, and offering KYC, deal-sourcing, and risk controls—all within a cloud-native, scalable […]

Our Challenge Designing the Market Fintech platform required packaging payment infrastructure features—such as PCI-DSS compliance, fraud detection, wallet and card acceptance—into an approachable interface for fast-growing businesses. The core challenges included: Distilling technical capabilities (APIs, plugins, billing, fraud tools) into clear value propositions without overwhelming non-technical business users. Communicating trust and security in real-time transaction […]

Our Challenge FinMT’s core challenge was to make deeply technical financial operations efficient and modern. The platform needed to support complex portfolio analytics, real-time cash reconciliation, fee generation, compliance-engine custom rules, and secure dashboards—all while integrating easily with legacy systems used by Canadian banks and investment firms. Solution & Result We developed a unified suite […]

Our Challenge Building Fiinu’s digital presence involved introducing a fundamentally different banking model: delivering short-term overdraft access independent of customers’ existing bank arrangements. The primary challenges included: Communicating the Plugin Overdraft® concept—which plugs into users’ existing current accounts via open banking, offering amounts between £50–£1,500 with fair interest and no fees—clearly and responsibly. Positioning Fiinu […]