19yrs of value creation for FinTechs, FIs, Private Equity Investors, Governments, and Corporates
FinTech case studies
Vellis
Banking
​
​Canada-Europe
​
​2023-2025
​Design and build of a Neobank for SMEs:
Strategy development
Business plan
Branding
Licensing (MSB and PSP)
Technology sourcing
Go-to-Market
Funding​
EUROSTEP
DIGITAL
Private Equity
​
France-Europe
​
2017-2022
​
Commercial strategy and technology sourcing for a corporate governance and portfolio management solution for private equity.
ENTERPRISE
ESTONIA
Government
Estonia
2013-2018
Development of country value proposition for high-value FDI, origination strategies, marketing collateral and trainings.
eversheds
Corporate
​​
UK
​​
2008-2009
​​
Expert opinion on funding structure and financial performance of a strategic energy asset.
ARETO
PAYMENTS
Payments
​
Switzerland
​
2023-2024
​
Turnaround of a payment gateway:
Industry analysis
Capability analysis
Strategy development
Financial modelling
Product roadmap
Strategic cost management
Licensing (PCI and PI)
SOLUTION
CENTRE
Credit Unions
​
Ireland
​
2017-2021
Development of IT and financial services including FinTech whitepapers, CEO workshops, business requirements and solution sourcing.
TELIA
Corporate
Estonia
2016
Advice and benchmarking data on establishing a shared service centre to support business transformation.
PROPERTY
GROUP
Corporate
​
Latvia
​
2006-2008
​
Financial modelling and project financing for a sizeable residential development.
​
CREDIT UNION DEVELOPMENT ASSoC
Credit Unions
​
Ireland
​
2019-2023
​
Development of sector capability:
Business model strategy
Product development
Technology sourcing
Central bank compliance
COVID 19 response​
FinTech content
Training and CPD
ENTERPRISE
IRELAND
Government
​
Ireland
​
2017-2021
Development of trade and investment for Enterprise Ireland portfolio clients in FinTech, GBS and Cyber sectors.
​
treasuryview
FinTech
Europe
​
2009-2015
​
Commercial and product development of a treasury and deb risk management platform.
PROPERTY
GROUP
Corporate
​​
​Latvia-USA
​
2008
​
Financial modelling and feasibility study for mezzanine finance project.
​
UNION
FINTECH
FinTech​
​
Estonia
​
2014-2025
​
Launch and growth of core banking:
Strategy development
Commercial roadmap
Product roadmap
​FinTech content
Lead generation
Fundraising
​
estateguru
Lender
Estonia
2019
Financial strategy and licensing review for expansion of a crowdfunding platform.
​
​
FINANCE
ESTONIA
Government
​
Estonia
​
2011-2013
​​
Feasibility study and capacity building to develop Estonia's financial and treasury services sector.