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FinTech Advisory Services

Our FinTech Advisory services brings together insights and solutions to empower the FinTech Disruption, engage the FinTech Community and strengthen FinTech Innovation.

Strategic FinTech Advisory

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Strategic FinTech Review

Implementation Planning

Future Stage Development

Ongoing Board Advisory

  • FinTech Partnership Strategies

  • Gap Assessments for Current vs. Aspired

  • Competitive Advantages

  • Monetization Timeline

  • Strategic Plan

  • Ad-hoc Counsel

  • Internal & External Consultative Mentoring

  • Market Intelligence Analysis

  • Relationship Development

  • Build/Partner vs. Buy Analysis

  • Tactical Financial & Operational Commitment Packs

  • Team Buildout, Hiring Assistance & Scalability

  • Technology Development Roadmap (agile & waterfall)

  • Vendor Diligence & Negotiation

  • Business Model Evaluation

  • Marketing Plan

  • FinTech Market Positioning

  • Competitive advantage Analysis

  • SWOT Analysis

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Strategic FinTech Review

Implementation Process

  • Select and engage with potential FinTech partners

  • Contact potential partners and arrange for preliminary validation

  • Initial due diligence

  • Strategize business offerings of partners and support its business objectives

  • Refine/review initial engagement, strategy and/or product/service offerings 

  • Detailed due diligence

  • Continuous review of metrics, KPI reporting systems and framework to ensure relevance, accuracy and strategic fit

  • Provide framework for business development and optimize presentation to catalyze partners conversion

  • Receive and review final engagements

  • Leverage on networks and partners to negotiate long-term distribution and partnership agreements

Deal Execution

  • Develop and negotiate valuation and deal structure

  • Put in place necessary legal structure and safeguards for long-term development

  • Coordination of advisory relationships (lawyers, accountants, other)

  • Negotiation of principal terms to guide legal documentation completion

FinTech Solution Sourcing

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  • Refine FinTech strategic requirements

  • Identify key FinTech segments to analyze growth potential

  • Review and select potential FinTech prospects

  • Identify key FinTech growth metrics for management reporting and review partnership avenues

  • Create data room for due diligence

  • Validate customer insights, marketing effectiveness and corporate strategies

Strategic Company Profiling

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  • Develop FinTech sectors (Artificial Intelligence, Insurance, Internet of things etc.)

  • Conduct direct research and analysis of potential sectors

  • Leveraging industry relationships to source deals and analyze ROI of sectors

  • Develop and prioritize initial deal flow pipeline

  • Approximate earning quality and appraise financial performance of potential sectors

  • Lead partners’ insight understanding and valuation of idea potential

  • Initial due diligence

  • Refine deal flow pipeline

Strategic FinTech Review

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  • Initiate meetings to evaluate strategic fit, alignment of performance goals and nature of collaboration

  • Develop target and potential partnership relationship

  • Refine initial due diligence based on direct target input

  • Make initial non-binding offer

  • Conduct detailed due diligence

  • Make final offer

  • Enter exclusivity with target

Implementation Process

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Deal Execution

  • Develop and negotiate valuation and deal structure

  • Coordination of advisory relationships (lawyers, accountants, others)

  • Negotiation of principal terms to guide legal documentation

  • Completion

Fund Raising

We can assist companies with growth fund raising:

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Seed capital and Series A fund-raising

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Pre-IPO capital raising

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Capital raises at listing

Public Listing 

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Company set-up and structuring

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Coordinating with lawyers, auditors and the relevant stock exchanges.

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Finding the right board of directors

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Assist with accounting and tax services

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Assist in dual listing of your company

After listing we can additionally assist to keep you in compliance with the exchange and securities commission.
 

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