Raised $12M Series A

Raised $12M Series A

Sep 4, 2025

Sep 4, 2025

Finrise App

Finance

2023

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

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