SOLO: Raising $1M and Expanding Enterprise Sales in FinTech

Company

SOLO is a FinTech company that helps banks and lenders streamline customer data collection. By automating and verifying first-party data, SOLO reduces the process from months to minutes, enabling lenders to uncover new opportunities. The company operates from New York and Cairo.

Situation

Georgina, the founder of SOLO, initially approached us for competitive research and pricing analysis. This quickly evolved into a fractional Head of Growth role. Our focus shifted to finding product-market fit, increasing enterprise sales, and preparing for a $1M seed funding round while securing key pilot customers.

Actions

Strategy Development: Worked with Georgina to refine the product direction and go-to-market strategy.
Enterprise Sales: Created custom presentations for top prospects like Amazon, Mastercard, and Upwork, and coached on sales calls.
Product Demo: Scripted and recorded a demo to showcase SOLO’s platform to potential clients.
Fundraising: Built the pitch deck and helped Georgina prepare for investor meetings.
Website Overhaul: Led the redesign and copywriting of SOLO’s website to enhance clarity and user engagement.
Agency Management: Coordinated with web development, PR, and marketing agencies to quickly test new channels.
PR Content: Wrote articles to secure media coverage.
Executive Coaching: Provided ongoing coaching for Georgina on leadership, sales tactics, and investor relations.

Results

Raised $1M in Series Seed funding.
Secured partnerships with high-profile pilot customers.
Launched a revamped website, improving lead generation.
Gained media coverage in major outlets.

Context

Capabilities: Enterprise sales, marketing, copywriting, PR, fundraising, executive coaching, project management
Technology: Notion, Apollo, Pipedrive, Monday.com, LinkedIn Sales Navigator, LinkedIn Ads, Google Ads, Webflow, Canva, Loom, Zoom, PowerPoint, Deel
Locations: New York, United States; Cairo, Egypt
Industries: FinTech