Advisory on strategic pivot options for KOFA — turning strategic choices into concrete value propositions and robust business cases

Advisory on strategic pivot options for KOFA — turning strategic choices into concrete value propositions and robust business cases

Sep 4, 2025

Sep 4, 2025

Institut der deutschen Wirtschaft

Public Services

2026

A fintech startup secured a $12M Series A round after refining its positioning, metrics, and investor communications

A fintech startup secured a $12M Series A round after refining its positioning, metrics, and investor communications

The challenge

Finrise had strong early traction but struggled to communicate its value clearly to investors. The metrics were solid, but the story was fragmented — too many product angles, inconsistent visuals, and a deck that didn’t convey scale.

The approach

We helped the founders reframe their narrative around customer lifetime value and market efficiency. The pitch deck was rebuilt from scratch with data-backed storytelling, updated visuals, and a clear growth roadmap. We also prepared the leadership team for investor Q&A sessions through focused rehearsals.

The outcome

Finrise closed a $12M Series A led by a top-tier European VC. The new materials became their internal standard for board reporting and future fundraising — clear, data-driven, and confidence-building.

 Finrise App

It wasn’t just about design — it was about clarity. We walked into meetings knowing exactly what we stood for and what we wanted

Sarah Mitchell

Sarah Mitchell

The challenge

Finrise had strong early traction but struggled to communicate its value clearly to investors. The metrics were solid, but the story was fragmented — too many product angles, inconsistent visuals, and a deck that didn’t convey scale.

The approach

We helped the founders reframe their narrative around customer lifetime value and market efficiency. The pitch deck was rebuilt from scratch with data-backed storytelling, updated visuals, and a clear growth roadmap. We also prepared the leadership team for investor Q&A sessions through focused rehearsals.

The outcome

Finrise closed a $12M Series A led by a top-tier European VC. The new materials became their internal standard for board reporting and future fundraising — clear, data-driven, and confidence-building.

 Finrise App

It wasn’t just about design — it was about clarity. We walked into meetings knowing exactly what we stood for and what we wanted

Sarah Mitchell

Sarah Mitchell

Other cases

Other cases

From 8 competing goal systems to one North Star — creating a planning process that connects ambition, execution and performance steering

BARMER

Health Insurance

2026

From 8 competing goal systems to one North Star — creating a planning process that connects ambition, execution and performance steering

BARMER

Health Insurance

2026

From 8 competing goal systems to one North Star — creating a planning process that connects ambition, execution and performance steering

Health Insurance

2026

Marketing and sales advisory — continuous operating model optimization across processes, goal systems, performance steering and measures

BVG

Public Mobility

2026

Marketing and sales advisory — continuous operating model optimization across processes, goal systems, performance steering and measures

BVG

Public Mobility

2026

Marketing and sales advisory — continuous operating model optimization across processes, goal systems, performance steering and measures

Public Mobility

2026

Global Production transformed — future operating model designed to reduce lead times, enable real-time delivery and scale automation

MediaMarktSaturn

Retail

2026

Global Production transformed — future operating model designed to reduce lead times, enable real-time delivery and scale automation

MediaMarktSaturn

Retail

2026

Global Production transformed — future operating model designed to reduce lead times, enable real-time delivery and scale automation

Retail

2026

Global marketing organisation redesigned — from value proposition and strategic target picture to future operating model and transition roadmap

Groz-Beckert

B2B Industry

2025

Global marketing organisation redesigned — from value proposition and strategic target picture to future operating model and transition roadmap

Groz-Beckert

B2B Industry

2025

Global marketing organisation redesigned — from value proposition and strategic target picture to future operating model and transition roadmap

B2B Industry

2025