135 Madison

BACKGROUND

Please describe your company and your position there.

I'm the founder of an outdoor experience company

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 135 Madison?

Our company hired 135 Madison, to preform and execute a financial model and pitch deck to investors.

SOLUTION

How did you select this vendor and what were the deciding factors?

135 Madison was highly recommended and we made the final decision after out first meeting. It was evident that they have a skilled staff and knowledgeable in the area we need them for.

Describe the project in detail and walk through the stages of the project.

We needed to build a pitch deck for capital raise and a financial model that was relevant to our industry need.

How many resources from the vendor's team worked with you, and what were their positions?

I believe 3-4 worked on our project

RESULTS & FEEDBACK

Can you share any outcomes from the project that demonstrate progress or success?

We were able to successfully raise capital and start our project, largely due to the work they provided us with

How effective was the workflow between your team and theirs?

The team was very punctual and on time always

What did you find most impressive or unique about this company?

They were able to take the information we provided them and deliver exactly what we needed

Are there any areas for improvement or something they could have done differently?

Not at this point, we are highly pleased

BACKGROUND

Please describe your company and position.

I am the Founder of Adspace

Describe what your company does in a single sentence.

We are a digital marketing agency, and I am the Founder.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• We hired 135 Madison to prepare a complete investor presentation with content and design to present to top banks in Austin Texas for a bank loan.

SOLUTION

How did you find 135 Madison?

Referral

Why did you select 135 Madison over others?

• High ratings
• Company values aligned

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We had an initial kickoff call with Peter so his team could receive additional and required information on my business to prepare the presentation. It was very helpful and allowed him to gain a clearer understanding of our agency and how to position us effectively to banks. 

The team worked efficiently to prepare our pitch deck’s content in ~7 days and then made updates as necessary–until we were 100% satisfied with the final product. They were highly responsive and hands-on throughout the entire process ensuring that we were aligned on all aspects of the presentation’s content and design.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• The flow and content of the presentation was top-notch providing a detailed yet easy-to-understand overview of our business and investment opportunity. We have received overwhelmingly positive feedback thus far from banks and are confident that the presentation will play a significant role in helping my team secure a bank loan.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They were able to dive into our business very quickly, understand the business model with ease and to deliver the results we needed on-time and with accuracy.

What was your primary form of communication with 135 Madison?

Virtual Meeting

What did you find most impressive or unique about this company?

Their genuine care for our success and interest in our business were apparent throughout the engagement, and we felt confident that we had a true partner. We are grateful for their expertise and support and look forward to continuing our work with them in the future.

Are there any areas for improvement or something 135 Madison could have done differently?

Peter and his team are absolute masters of their domain. I highly recommend them to any company with similar business requirements.

BACKGROUND

Introduce your business and what you do there.

I’m the CEO of a startup. 

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with 135 Madison?

135 Madison helped me put together a pitch deck.

SOLUTION

What was the scope of their involvement?

135 Madison’s main deliverable was a pitch deck with a market-sensitive look, feel, and content structure that made sense for our business. To jumpstart the project, I provided them with all of our existing presentations, textual information about our business, and relevant facts, figures, and graphs. Their team organized those things by putting the content in appropriate tables. Then, they put everything in the appropriate order and sections to produce the final deck.

What is the team composition?

I mainly worked with Peter (Managing Partner). Then, 2–3 other people worked on the project.

How did you come to work with 135 Madison?

135 Madison was referred to me by somebody else, and I saw their sample pitch decks. I also saw the deck they created for a friend of mine, and that was why I hired them. 

How much have you invested with them?

We spent around $4,000. 

What is the status of this engagement?

The project lasted from August–October 2021. 

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement? 

135 Madison did a good job of understanding what our business was trying to achieve. The presentation was only a fraction of the things I gave them, but that was the right percentage of what we wanted to use to introduce our business through the pitch deck. Overall, 135 Madison did that in a well-structured way. More importantly, people thought the pitch deck was good. 

How did 135 Madison perform from a project management standpoint?

We did a lot of back and forth collaboration through PowerPoint presentations. I was pretty old school, and I didn’t use Google. However, they adapted to my needs, and we finished the project. Other modes of our communication included texts and phone calls. 

What did you find most impressive about them?

Unlike with other people, I didn’t have to do an awful lot of training for our business. It was unnecessary with 135 Madison. I wouldn’t know if it was because the materials I provided were sufficient or if they were that fabulous, but they grasped our business quickly. They immediately knew what things were and weren’t needed for the deck. 

Are there any areas they could improve?

No, there weren’t any. Everything worked out well. I wasn’t under a lot of time pressure, which made things easier — had I been under pressure, the whole experience might have been different. 

BACKGROUND

Please describe your company and position.

I am an executive of OMI

Describe what your company does in a single sentence.

Powertrain components for the automotive industry  

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• Create a business plan and financial model for a fundraise

SOLUTION

How did you find 135 Madison?

Online Search

Why did you select 135 Madison over others?

• High ratings
• Company values aligned

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Create a financial model and business plan to raise $30M for the company

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Business plan and financial model drafts 

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Great project management. They always specified clear dates and delivered on time. They also delivered on time when I asked them to expedite some deliveries. 

What was your primary form of communication with 135 Madison?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I was impressed by the quality of their work, they way they understood our needs, the language they used in the business plan, and their on-time deliveries 

Are there any areas for improvement or something 135 Madison could have done differently?

The financial model had a few details that needed changing. It was not a big issue, but more attention in that area would be great. 

BACKGROUND

Please describe your company and position.

I am the President and Co -Founder of InfoTechID

Describe what your company does in a single sentence.

InfoTechID provides detailed Tech resumes and listing to hep Pro's and Organizations find precise matchs that fit with their unique tech fingerprints.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• Investor pitch advisory services
• Investor pitch copy
• Investor pitch deck design

SOLUTION

How did you find 135 Madison?

Online Search

Why did you select 135 Madison over others?

• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

• Meeting to learn about company and to best pitch
• create an outline to tell the story about our company and investment details
• provide copy for pitch deck
• design services that matched the pitch deck to our brand.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• High level copy for pitch deck
• Advisory services to educate us on current investor pitch landscape
• Excellent design
• professional quality

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• Ontime, usually waiting on us
• far exceded our expectations
• changes made in a timely manner

What was your primary form of communication with 135 Madison?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

We had access to experienced professionals in pitch and design services.

Are there any areas for improvement or something 135 Madison could have done differently?

NA

BACKGROUND

Please describe your company and position.

I am the CEO of a medical company 

Describe what your company does in a single sentence.

We build self-care devices for prostatitis, utilizing AI and Robotics.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• Distil an existing pitch deck
• Generate new key and compelling key points for investment
• Design and deliver the final investment deck

SOLUTION

How did you find 135 Madison?

• Online Search
• UpWork

Why did you select 135 Madison over others?

• High ratings
• Pricing fit our budget
• Great culture fit

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Help with distilling important information about our startup, remaking our deck, full design and final delivery. The final deliverable was a fully upgraded deck.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Intermediate content deck versions and final fully redesigned deck.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They delivered each item at least 2-3 days ahead of schedule. They are the definition of underpromise and overdeliver, and this is why I strongly recommend them!

What was your primary form of communication with 135 Madison?

Virtual Meeting

What did you find most impressive or unique about this company?

Their timely delivery (without compromising on the quality of the work).

Are there any areas for improvement or something 135 Madison could have done differently?

Keep up the great work!

BACKGROUND

Please describe your company and position.

I am the Owner of a SaaS healthcare technology company.

Describe what your company does in a single sentence.

B2B SaaS HealthTech

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• Create a financial model for seeking investors
• Fractional CFO

SOLUTION

How did you find 135 Madison?

Online Search

Why did you select 135 Madison over others?

• High ratings
• Great culture fit
• Company values aligned

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Created financial model, five year projections,pitch deck recommendation for seed round funding

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Financial model was provided, recordings of calls, instructions on how to use it, education on fundraising.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

On time, responded to all our questions

What was your primary form of communication with 135 Madison?

Virtual Meeting

What did you find most impressive or unique about this company?

Communication, years of experience, niche to fundraising.

Are there any areas for improvement or something 135 Madison could have done differently?

Everything about the project was perfect!

BACKGROUND

Please describe your company and position.

 I am the CEO of an information technology company 

Describe what your company does in a single sentence.

AI Software

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

• Help with pitch deck

SOLUTION

How did you find 135 Madison?

Online Search

Why did you select 135 Madison over others?

High ratings

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

We needed help to build out a pitch deck with a complicated story with a lot of moving parts to be simplified into an easy to consume pitch deck.The team did a great job on deck design, content, and storytelling.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The deliverables had very fast turn around and no dates were missed. All feedback to change and iterate were met with positive responses and getting the next versions perfect.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The project management was a dream working with 135 Madison. Everything ran smoothly and their process was very well structured.

What was your primary form of communication with 135 Madison?

Email or Messaging App

What did you find most impressive or unique about this company?

How quickly they can complete everything. They are super process driven and very fast.

Are there any areas for improvement or something 135 Madison could have done differently?

Can't think of anything they could improve

BACKGROUND

Please describe your company and position.

I am the CEO of a software company

Describe what your company does in a single sentence.

We are a SaaS startup, and I am the CEO.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire 135 Madison to accomplish?

We hired 135 Madison to prepare a financial model, which was a seamless process!

SOLUTION

How did you find 135 Madison?

Referral

Why did you select 135 Madison over others?

• High ratings
• Company values aligned

How many teammates from 135 Madison were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The engagement started with a kickoff call, which was well-organized and efficient, giving me the opportunity to discuss our capital requirements in more detail and our business model. Peter's team then prepared version one of the financial model, and we continued to iterate on the financials to our exact specifications over two weeks. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

The financial model they prepared for us was an invaluable resource in our efforts to start talking to investors. It gave us a clearer understanding of how much capital we should raise allowing us to present a more realistic and conservative financial picture to investors. Investors to-date who have reviewed it have been

Describe their project management. Did they deliver items on time? How did they respond to your needs?

The team prepared a detailed scope of work, which enabled me to fully understand their process, what they would deliver for us and the timeline to complete. Throughout the engagement, they demonstrated their expertise and commitment to delivering a model we could confidently present to investors.

What was your primary form of communication with 135 Madison?

Virtual Meeting

What did you find most impressive or unique about this company?

They genuinely cared about our success and showed interest in our business throughout. We felt confident that we had a true partner. We appreciate their expertise, support, and look forward to future collaboration.

Are there any areas for improvement or something 135 Madison could have done differently?

They are a team of experts, and I was 100% satisfied!

BACKGROUND

Please describe your company and your position there.

I'm the founder and President of a Canadian SaaS startup.

OPPORTUNITY / CHALLENGE

For what projects/services did your company hire 135 Madison?

Building out a 5 year financial model for our business.

SOLUTION

How did you select this firm and what were the deciding factors?

They had amazing reviews on Upwork.

Describe the project in detail and walk through their service package.

I needed help developing a robust 5 year financial model so that I would be well equipped and prepared while we raise money for our seed round. 135 Madison helped me build out our financial model in no time, walked me through the model, and remained available throughout the next week while I reviewed the model and requested updates. I was extremely impressed with their professionalism, work ethic, and the output.

How many resources from the vendor's team worked with you, and what were their positions?

2 team members from 135 Madison worked with us. The founder, Peter, and Ilyas - who developed the financial model for us.

RESULTS & FEEDBACK

Can you share any outcomes from the engagement that demonstrate progress or success?

Not yet, but the model looks great and we're equipped to begin discussions with potential investors.

How effective was the workflow between your team and theirs?

Wonderful.

What did you find most impressive or unique about this company?

I am impressed with their professionalism, availability, and quick turnaround.

Are there any areas for improvement or something they could have done differently?

N/A