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OUTREACH AUTOMATION |   FINANCIALS

PITCH DECK |

Case Study

About: SDW aimed to build a MedTech and InsurTech portal that partnered with insurance companies to serve a hyper-niche, underserved BIPOC market. The platform was founded by doctors from Columbia University, positioning it as a credible and specialized solution.

Task: The company needed a clear growth plan and strategic insights to ensure market fit, secure partnerships, and scale efficiently. The focus was on product strategy, market research, and financial modeling to lay a strong foundation for expansion.

Action: 

  • Developed a growth plan tailored to the niche BIPOC market.

  • Conducted market research to validate demand and refine positioning.

  • Created a product strategy aligned with insurance industry requirements.

  • Built a financial model to assess scalability and revenue potential.

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Results:

SDW gained strategic clarity and a data-backed roadmap for expansion. The insights provided helped them refine their offering, identify key market opportunities, and position themselves effectively within the InsurTech space.

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Life is too short to not be doing the venture of your dreams!

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