Products and services delivered with technology, data, analytics, to disrupt traditional industries and create new ones.
This can be found in nearly every category including banking, payments, insurance, investments, lending.
Summa Advisory provides an array of services to assist solution “Providers” to optimize their offerings and enterprise – and solution “Users” to navigate the industry for partnerships and alliances.
Business Model, SWOT Analysis, Business Plan
Assessment, Positioning, Competition,
Monetization
Planning, Product/Solution, Pricing, Promotion, Distribution/Channels, Outsourcing
Early-Stage Companies, Go-to-Market Strategy, Driving Early Adoption, Capturing Market Share
Second/Latter-Stage Companies, Market Strategy, 4-P Reassessment, Enterprise Assessment, Organization/Leadership
Enterprise Structure, Executive Team, Sales/Marketing Organization, Fractional Executives
Ad-hoc counsel, Consultations, Market Intelligence Analysis, Board Creation and Talent
VC/PE Support, Evaluating the Business, Articulating the Business, Investor presentation support
Speaking, Writing, Webinars
Fintech’s seeking FI partnerships
FI’s seeking Fintech partnerships
Customer Onboarding, Process Design
Net Promoter Scoring, Vendor Assessments
C-Level Sales and Outreach, Partnerships, Alliances
Debt/Equity Capital Raises for Start-ups and Expansions. Support Either Side of a Transaction – Investor or Borrower. Evaluating/Articulating Business Plans/Models.
