Our team specializes in guiding tech companies through the complexities of the accounting and fintech landscape.
We offer bespoke consulting services that bridge the worlds of tech and accounting, whether it’s accelerating revenues from an improved sales motion to better product positioning that translates to higher demand gen.
We offer bespoke consulting services that bridge the worlds of tech and accounting, whether it’s accelerating revenues from an improved sales motion to better product positioning that translates to higher demand gen.
Project Highlight:
Series A Startup Partnership Strategy
Challenge
Accounting tech startup Aiwyn wanted to formulate a cohesive strategy for how to best to work with other technology players serving the accounting profession, aiming to uncover the greatest leverage from partnerships and identity the competitive versus cooperative dynamics that would shape their product framing and strategy.
Solution
Ellen, in her role as the COO of Aiwyn, conducted an in-depth analysis of the accounting tech ecosystem, mapping out Aiwyn’s position and providing clear next steps on how Aiwyn could differentiate their product and increase demand gen offering against collaborators and competitors.
Result
This strategy was pivotal in informing Aiwyn’s business approach. Following this work, Aiwyn successfully raised over $15 million in venture capital funding, accelerating its market adoption and solidifying its position in the accounting vertical.
Ways We Work with Tech Cos.
GTM motion for the accounting vertical
We craft go-to-market strategies tailored to the accounting industry, including events and trade associations planning to effectively reach and engage with target audiences.
Fractional product, biz dev, and and marketing help
We offer fractional or project-based support in product management, business development, and marketing, providing expertise and resources to drive growth without the need for full-time hires.
Corporate strategy
We provide strategic input on product strategy, including determining key features, prioritizing roadmaps, and incubating new product ideas based on market insights and customer needs.
Fundraising
We assist with fundraising efforts, crafting compelling pitch narratives, developing effective strategies, and guiding clients through the fundraising process.
GTM / product marketing
We help define ideal customer profiles and personas, articulate product messaging, and develop go-to-market strategies and product marketing plans for effective positioning and launch execution.
PMF / zero-to-one discovery
We create and implement frameworks for rapid product-market fit discovery, facilitating hypothesis testing and iterative learning to validate and refine product concepts.
Complex partnerships negotiations assistance
We offer guidance and support in navigating complex partnership negotiations and enterprise deal structures, leveraging our experience to secure favorable terms and mutually beneficial agreements.
Fintech / payment processors advice
Drawing from our fintech expertise, we provide strategic advice on integrating with payment processors, navigating regulatory landscapes, and optimizing financial technology solutions.
