Case Studies

 

Investor Pitch Deck Development

Challenge
A fintech startup required support to create a compelling pitch deck that effectively communicated its value proposition, market potential and growth strategy to investors.

Solution
As an advisory board member and mentor, conducted multiple strategy sessions with the startup’s CEO and leadership team, focusing on narrative structure, key messaging and visual storytelling. Helped streamline complex processes and financial concepts into digestible content, emphasizing the market opportunity, competitive edge and revenue potential.

Result
The restructured pitch deck led to a more persuasive investor presentation, resulting in increased engagement with key venture capital firms and potential investors for successful early-stage funding rounds engagement. The startup gained the confidence to pitch at major fintech events, accelerating its visibility and credibility in the industry.

Fintech Startup Pitch Deck Development Yorbis and Aequitas Global

Innovative Marketing & Community Building

Challenge
A global fintech startup faced challenges in differentiating itself in a crowded market and lacked a cohesive community-building strategy to engage potential users and partners.

Solution
Leveraged experience in innovative marketing strategies to guide the startup in designing a multi-layered marketing plan that combined content marketing, influencer partnerships and strategic collaborations. 

Result
The startup experienced an increase in visibility through educational content, qualified leads. The community-driven approach fostered loyalty, directly contributing to the startup's market traction and product usage.

Innovative Marketing and Community Building with Aequitas Global

E-commerce Dropshipping Store Design & Setup

Challenge
A client wanted to launch a Shopify dropshipping store but lacked the expertise in product sourcing, e-commerce design and optimization for sales. The goal was to build a professional, user-friendly store that would drive traffic and convert visitors into paying customers.

Solution
Product Sourcing & Listings - Sourced trending products with optimized descriptions, titles and high-quality images. Store Setup - Selected and customized a mobile-friendly Shopify theme, created key pages (Home, About, Policies) and set up SEO for better visibility. Sales Optimization - Implemented upselling, cross-selling, email pop-ups with discounts and synced product reviews. Customer Experience - Added a live chat widget, optimized checkout and set up payment gateways.

Result
Client was pleased with the fully integrated system, offering a fast, secure and seamless shopping experience. The store was well-positioned for scalability.

eCommerce design and setup with Aequitas Global

Graphic Design Resume

Challenge
An aspiring professional basketball player needed a professional way to showcase career milestones, stats and achievements for international recruitment but lacked a visually compelling portfolio that stood out.

Solution
Developed a custom graphic design resume, blending visual storytelling with clear, data-driven content. The resume included detailed tables, career stats, accolades and dynamic graphics that effectively highlighted the player’s accomplishments in a visually impactful format.

Result
The professionally designed resume increased visibility among recruiters, leading to multiple invitations for international tryouts. The enhanced presentation significantly boosted the player's professional image, creating new career opportunities.

Business Website

Challenge
A business owner need a website to establish an online presence.  

Solution
Experience in website development and design, created a professional business website to attract new clients and showcase services.  Designed a clean, user-friendly website with a modern look. The site included key sections such as About Us, Services, Contact, Privacy Policy, Terms of Service. Also integrated a blog to share industry insights and updates.

Result
The new website increased the company's online visibility, resulting in certifications for vendor credibility to establish long term partnerships. Within three months, they saw a 25% increase in client inquiries. 

Website development for Exposition Solutions courtesy of Aequitas Global

Brand Development Strategy

Challenge
A client wanted to establish a themed brand account online to increase visibility and attract a dedicated audience. They needed a cohesive brand identity, including design, logo, typography, brand strategy, brand proposal, social media content strategy, content calendar and social media setup.

Solution
Developed a comprehensive brand development strategy that included creating a unique logo, selecting appropriate typography and designing a consistent visual identity. Crafted a detailed brand proposal outlining the client's mission, values and goals. In addition, developed a social media content strategy and content calendar. Also set up their social media profiles to reflect the new brand identity.

Result
The client successfully launched their themed brand account with a strong and cohesive brand identity. Their social media presence grew rapidly. The consistent branding and engaging content helped attract a dedicated audience, leading to increased visibility for engagement.

Time Management & Growth Strategies

Challenge
A wellness startup aimed at improving productivity and work-life balance faced difficulty managing rapid growth. Their founder struggled with time management, scaling operational capacity and effectively expanding their online presence.

Solution
Collaborated with leadership to implement structured time management frameworks, including prioritization and weekly sprint planning. In addition, developed a growth strategy emphasizing strategic partnerships and personal brand development through thought leadership content.

Result
The startup achieved an increase in operational efficiency, reducing leadership burnout while maintaining growth momentum.

Wellness, joy, yoga, retreats, self care business and Aequitas Global

Business Advisory

Challenge
A children's book small business launching a complementary toy product needed a go-to-market strategies, packaging design and social media positioning insight.

Solution
Guided the owner through a comprehensive pricing strategies, eco friendly packaging design options, social media content ideas and launch plan strategy . We focused on storytelling, influencers, partnerships and community-building efforts across Instagram, YouTube and Facebook.

Result
The cohesive strategy resulted in increased visibility within parenting networks, growing social media following and increased engagement.

Children's Book Small Business, Toys and Aequitas Global

Recruitment Strategy

Challenge
A tech marketplace wanted to increase the platform talent pool to increase visibility, grow brand awareness to attract client partners.

Solution
Background in recruitment, sourcing, candidate screenings, interviewing candidates, creating role descriptions to align with SOWs, on-boarding candidates to client teams, conducting performance assessments and reviews, the leadership team was searching for someone to help bring on new talent to build a team of authentic experts.

Result
Provide innovative solutions for growth. Assess global diverse candidates from all stages in their careers and all levels of experience during case study stage to assess soft skills, technical skills for culture fit to align with firm mission, values and goals. Successfully aided in 70% increase of accepted and vetted global consulting experts across a multitude of industries and specialties.

Cansulta and Aequitas Global Talent and Recruitment

Private Equity & Venture Capital

Challenge
Spanish boutique strategy firm sought support to grow client portfolio across EMEA and LATAM.

Solution
As an International MBA, gaining hands on experience in pre-acquisition services across new industries and sectors for professional development to grow in the space.

Result
Led a global team researching buy and sell-side prospects, interfacing directly with C-Suite and entrepreneurs to arrange investor meetings. Ensured team compliance with NDAs for information retrieval and analyzed diverse investment opportunities across various sectors for potential acquisition.

Private Equity, Deal Scouting, Strategy Aequitas Global

Business Executive Coaching 

Challenge
Tech startup CEO sought guidance on how to strategize and manage starting up.

Solution
Leadership and startup, venture building experience, formed business relationship for collaboration.

Result
Conducted sessions on goal setting, business planning, creative strategies, crafting elevator pitch, unique selling proposition, ideal customer persona, target market, marketing, competitors, provided resources for investor pitch decks, grant and funding opportunities, accelerator programs, startup events.

Leadership and Strategy Advisory Aequitas Global

Blockchain Startup

Challenge
European open source blockchain startup wanted to bring on team members who can help across strategy, business development, tech and operations because of their growth spurt leading up to ICO.

Solution
Entrepreneurship experience in startup creation, venture teams, collaborating with entrepreneurs and investors, a blockchain social impact global mentor, volunteer at Web Summit and 3x TechStars Startup Weekend participant in Western Europe proved valuable to join the team.

Result
As one of two native English speakers, overhauled whitepapers, business cases, and strategic plans for the C-suite. Identified B2B partners, leveraged network for a CXO meeting, and actively collaborated on daily digital content creation and social media strategies. Additionally, conducted necessary user acceptance testing for developers.

Blockchain, Crypto, Startup, Europe, Slovenia

Global Business Transformation

 
Challenge
A major consulting firm was going through a complex global finance transformation.
 

Solution
The client sought an experienced consultant in project management and change management whom was a strong communicator with a customer centric mindset to support training, communications, creation client presentations and deliver as needed.

Result
Generated corporate communication materials for new programs, policies, partnerships, product launches, client presentations and global end user training. Cultivated an executive-level presence, fostering key stakeholder relationships to drive the adoption of change throughout the international firm.

Business process automation concept. Big 3 Firm. Aequitas Global
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