Fintech scale-up
Growth strategy · 4-month engagement
Overview
A breakthrough product with foggy numbers
A payments startup had found product-market fit and doubled headcount in a year — but forecasts were fiction, pricing hadn't moved since launch, and the board asked harder questions every quarter. Growth was fast and fragile at once.
“Every strategy session ends with decisions we actually implement.” — Amara Osei, founder
Challenge
What was going wrong
- Revenue forecasts built on hope, missing two quarters running
- One-size pricing that undercharged power users and scared off small ones
- Hiring ahead of systems, so every new starter added confusion
Approach
What we did
- Rebuilt the forecast around activation, usage and expansion drivers
- Researched willingness-to-pay and designed tiered packaging
- Sequenced hiring against systems milestones, not dates
Results and outcome
The company entered its next raise with forecasts the board trusted, packaging that matched how customers actually bought, and a hiring plan the finance lead could defend line by line. Investor reporting went from a quarterly scramble to a routine the team runs in days.
Services behind this story: Growth Strategy and Financial Planning.