Case Study 1: Quantamize Multi Factor AI Research Platform: Acquiring customers through a growth economic model
Challenge:
Quantamize had built a robust platform that was based on a subscription model to grow its user base and cash flow. Customer acquisition was slow and expensive and relied on just a single revenue stream. The product line, while impressive and robust, needed to be streamlined between equities, derivatives, and cryptos.
Solution:
Working with the principal and the CIO, we came up with a freemium model to accelerate monthly active users. By applying a gaming model based on recent trends in fintech, we were able to identify 10 different and separate revenue streams from a robust platform with accelerating MAUs and unique visitors. We were also able to streamline the product line to separate equities and portfolios, derivatives, and cryptos. In addition, we included crypto portfolios and demonstrated how Bitcoin helped bolster equity returns while lowering the overall risk.
Benefits:
Within several months the platform's uniques and monthly active users accelerated and the platform became increasingly more interactive. We initiated conversations with many high-quality venture firms and family offices receiving several opportunities. This ended up being extremely attractive to Forbes Media” venture capital arm. In December, Forbes acquired Quantamize and was rebranded as Quantalytics AI Labs.
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Case Study 2 : Vizsafe LLC - Growth Capital
Challenge:
Vizsafe is a SAAS Geoaware company that provides incident reporting and mapping and works with stadiums and real estate firms. Having been seeded with founders and a venture capital investor to start the business, several products and platforms were starting to gain traction and needed growth capital. As every entrepreneur will tell you, raising money is difficult, especially for startups with EBITDA of less than 2mm.
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Solution:
We examined Vizsafe's documents and finances and decided to look at options to combine equity with debt as a more effective way to raise the finances with a lower WACC. We were particularly interested in using Vizsafe’s patents as collateral and a way to gain favorable terms.
Benefits:
There is substantial interest in venture debt and collateralized lending and the likes of Fred Wilson have written extensively about this in the venture space. In fact, there is quite a bit of data supporting the benefit of a multi-stack approach to startup financing including the greater prospects of success. After raising this approach with the board and investors, fresh working capital has been added as the investors believe valuations should be higher.
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Case Study #3: High Net Worth and Family Offices and introducing Bitcoin and digital assets into their portfolios
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Challenge:
Many HNW and Family Offices have made their money by focusing or specializing in a particular
business or investment thesis. Traditional finance and understanding valuation models aren't sufficient in understanding assets and their utilities based on technological advances.
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Solution:
Step1 was explaining the asset class and it's different utilities and how it takes different characters from energy, commodities and currencies. Step 2 is a discussion on why BTC should be a part of your portfolio and how BTC could lower the overall risk in your portfolio. "I like to say I don't know the right for the amount of allocation without a deeper dive, but I know the wrong answer is ZERO."
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Benefits:
Investors built a deeper understanding of how digital assets work, learned about the power of Metcalf's Law (network affects) in building a community of investors, miners and stakers in supporting a token. The results have been capital appreciation in portfolios, reduced risk to their overall portfolios. In fact, these investors have all come back after learning about BTC and have moved on to look at layer 1 protocols like ETH, DOT, SOL and DEFI. These moves have furthered increased diversification for their portfolios.
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