A start up financial technology company needed to define a business plan to raise capital to fund the business through its first phase of development and growth.

Project 

Provide a detailed business and financial plan to outline the business strategy, opportunities and show the potential of the new business. This was to be used as a basis of an investment prospectus for a capital raising for the new company.

Provide market research on the Australian and global funds management industry. Define business and technology strategies to take the platform to market. Define organisational structures and financial models for the business for the next five years. Research potential investors and their needs.

Result

Detailed business and implementation plans shown to investors resulted in a merger with an ASX listed company to provide capital for the platform development.