Product assessment of a Fintech for a Private Equity investor

Fintech

Due Diligence, Product Assessment

The Challenge

A Private Equity client was seeking to invest in an established data reconciliation Fintech with ambitious growth plans
The Fintech was well established in the UK financial services market with a strong track record of sales and delivery with a loyal client base of Tier 1 banks
The client needed a detailed product comparison against the Fintech’s main competitors, an assessment of its ability to deliver on the product roadmap, and an overview of what challenges and opportunities existed outside their home market

Product and competitor assessment: Using the Woodhurst Blueprint©, our Fintech experts held detailed sessions with the CEO, CFO, Head of Sales, Product and Delivery to gather information about how the commercial models, differentiators, and core functionality compared to industry best practice
Suitability for growth: Woodhurst documented key findings and items for management attention in a detailed report, covering 5 areas: Competitive Landscape, Product Functionality, Customer Value Proposition, Customer Experience, and Data Flows
Recommendations: Woodhurst highlighted how the Fintech could strengthen roadmap management and increase development capacity to enhance their customer value propositions and competitiveness

Woodhurst performed the assessment during 5 days of intensive sessions with the fintech, and finalised the report with the client within 1 week
The client was provided with a detailed assessment of the fintech’s product offering, how they compared to the competition, and their ability to meet their growth aspirations, including 13 individual recommendations that the fintech could take forward to better prepare themselves for growth
The assessment supported the decision to make an investment in the fintech