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:
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Developed a growth plan tailored to the niche BIPOC market.
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Conducted market research to validate demand and refine positioning.
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Created a product strategy aligned with insurance industry requirements.
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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.