Theory Plus+
Strategic CFO & Growth Advisory

Theory Plus+ Strategic CFO & Growth AdvisoryTheory Plus+ Strategic CFO & Growth AdvisoryTheory Plus+ Strategic CFO & Growth Advisory
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Theory Plus+
Strategic CFO & Growth Advisory

Theory Plus+ Strategic CFO & Growth AdvisoryTheory Plus+ Strategic CFO & Growth AdvisoryTheory Plus+ Strategic CFO & Growth Advisory
Home
About
Services
Case Studies
Contact
Blog
More
  • Home
  • About
  • Services
  • Case Studies
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How We Help

Case Study 1: Helping a HealthTech Startup Secure Funding & Scale

Client Overview:

A UK-based mental health tech startup providing an online counselling platform for individuals and organisations.


Challenges:

The startup faced significant roadblocks in its fundraising efforts due to:

  • Unclear and inconsistent financial forecasts
  • A fragmented pricing model
  • Investor hesitation stemming from lack of financial clarity

Without a cohesive financial strategy, progress toward securing investment had stalled.


Brought in as strategic finance advisors, we focused on three high-impact areas to help reposition the business:


Financial forecasting

We built a dynamic, investor-ready financial model projecting revenue, operating costs, and cash flow. This provided founders with clarity and helped demonstrate growth potential to investors.


Pricing Strategy

Through market research and customer segmentation, we restructured the pricing model to reflect the platform’s value proposition while staying competitive — supporting both user acquisition and sustainable revenue growth.


Fund-raising support

We co-developed a compelling investor pitch deck anchored in data-driven financials and a refined pricing strategy — equipping the founders to lead confident, credible conversations with potential investors.


Outcome

  • Funding Secured – Clear financials and a sharper business case helped close investment.
  • Improved Market Position – The startup is now equipped with a scalable pricing model and transparent growth path.
  • Finance-Ready for Scale – With a robust strategy in place, the business is positioned for sustainable expansion.

Case Study 2: Scale-up Advisory for e-commerce company

Client Overview:
A UK-based e-commerce start-up specialising in art-inspired home textiles and accessories, aiming to expand its reach, refine its growth strategy, AI innovation plan and secure funding for further development.


Challenges:
Despite strong products and design-led appeal, the startup faced key hurdles:

  • Scaling without a clear growth roadmap
  • Unclear market positioning in a crowded e-commerce space
  • Limited investor traction due to lack of strategic clarity

To grow sustainably and secure capital, the business needed sharper direction, a focused strategy, and investor-ready materials.


Our Role:
We partnered with the founder to refine strategy, sharpen positioning, and prepare for fundraising:

  1. Growth Strategy Development:
    We defined a clear growth trajectory based on market opportunities, customer segments, and data-driven KPIs. This included go-to-market refinement, acquisition and retention strategies, and operational planning for scale.
  2. Strategic Market Positioning:
    We helped articulate a compelling value proposition — positioning the brand as a leader in design-led home accessories, with a focus on product excellence and creative identity.
  3. Fundraising Support:
    We co-developed an investor-ready pitch deck featuring strong financial forecasts, a scalable business model, and a compelling growth story. We also advised on investor targeting and fundraising terms.


Results:

  • Refined Market Positioning – Stronger brand clarity elevated visibility and differentiated the startup in a crowded market.
  • Investor-Ready Materials – The updated pitch deck and financials positioned the business to attract aligned capital.
  • Strategic Readiness – With a clear roadmap and sharper metrics, the company is now prepared for smart, scalable growth.


Conclusion:
Through strategic finance and market-focused advisory, the startup is now equipped to scale with purpose, secure investor interest, and unlock new growth opportunities.

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