NBFC Advisory

BACKGROUND

Please describe your company and position.

I am the CEO of INSIDEA

Describe what your company does in a single sentence.

At INSIDEA, our mission is to empower businesses by providing world-class digital solutions that bring their ideas to life. Through innovation, expertise, and a customer-first approach, we help brands scale seamlessly with tailored digital transformation.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire NBFC Advisory to accomplish?

• We hired NBFC Advisory to help us define a clear fundraising strategy, strengthen our financial planning, and align our business model for investor readiness as we prepared for a Series A round.

SOLUTION

How did you find NBFC Advisory?

Online Search

Why did you select NBFC Advisory over others?

• Great culture fit
• Good value for cost
• Company values aligned

How many teammates from NBFC Advisory were assigned to this project?

2-5 Employees

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

 The engagement covered strategic business consulting, investor pitch refinement, financial model building, and capital structuring advisory. Key deliverables included a detailed financial model, a compelling pitch deck, and a fundraising roadmap aligned with our long-term goals.

RESULTS & FEEDBACK

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

We achieved improved clarity on our financial trajectory, stronger investor interest, and a more disciplined internal planning approach post-engagement.

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

NBFC Advisory maintained a structured approach, delivering all key milestones on schedule. Their responsiveness and ability to quickly incorporate feedback made the process smooth and collaborative.

What was your primary form of communication with NBFC Advisory?

• Virtual Meeting
• Email or Messaging App

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

Their deep expertise in finance combined with a nuanced understanding of the tech ecosystem set them apart. Their ability to translate complex financial insights into actionable strategies was especially impressive.

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

If anything, having more interim check ins during quieter phases might have added further momentum, but overall the experience was excellent.