Case Study 4
Advising on Capital allocation and new market entry for an IT services company
CLIENT ASK
Funding for new product idea
Funding for entry into new geography
How to use existing cash and funding line
CHALLENGES
Lack of a business plan
Lack of quality finance data
FINNOSIGHTS APPROACH
Challenge session with client on Product idea and new market potential
Studied existing cashflows and profitability
Discussed roadmap with client for expansion plan
Worked out a financial model with stage-gates and warning-signs
Advised on market entry tactics, including partnerships, local hiring, and pricing strategies.
RESULTS
Convinced Client to refrain from using debt for funding new product idea
Optimized use of internal cash and funding lines to support both initiatives
Entered the new geography with a structured financial and operational roadmap.
IMPACT
A growth roadmap that balances ambition with financial prudence.