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 

  • FinTech Partnership Strategies

  • Gap Assessments for Current vs. Aspired

  • Competitive Advantages

  • Monetization Timeline

  • Strategic Plan

Strategic FinTech Review

Future Stage Development

Implementation Planning

Ongoing Board Advisory

  • 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

Global FinTech Solution Sourcing

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

  • 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

Strategic FinTech Review

  • 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

Implementation Process

  • 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

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

FinTech Advisory Services

Startup Companies

Financial Institutions

  • Locate innovation teams 

  • Access developments in the FinTech ecosystem

  • Join our global network of corporate partners

  • Gain exposure to our international hubs

  • Ideate amongst other FinTech developers

  • Work in the heart of vibrant Singapore

Strategic & Corporate Partners

Regional & International Partners

Growth Stage

Early Stage

  • Corporate Registration & Formation

  • Setting up Bank Account

  • Investor Introduction

  • Business Networking

  • Administration & Recruitment

  • Tech Development

  • Investment Presentation

  • Financial Roadshow

  • Audit & Assurance

  • Tax & Accounting

  • Corporate Registration & Formation

  • Setting up Bank Account

  • Investor Introduction

  • Business Networking

  • Administration & Recruitment

  • Tech Development

  • Corporate Legal Advisory

  • Marketing Support

  • Public Relations

  • Innovation Lab Operation

  • Investment Presentation

  • Financial Roadshow

  • Audit & Assurance

  • Tax & Accounting

  • Corporate Registration & Formation

  • Setting up Bank Account

  • Investor Introduction

  • Business Networking

  • Administration & Recruitment

  • Tech Development

  • Investor Relationship

  • Media Relations

  • Corporate Legal Advisory

  • Marketing Support

  • Public Relations

  • Innovation Lab Operation

  • Investment Presentation

  • Financial Roadshow

  • Audit & Assurance

  • Tax & Accounting

  • Corporate Registration & Formation

  • Setting up Bank Account

  • Investor Introduction

  • Business Networking

  • Administration & Recruitment

  • Tech Development