Scaling a Neobank from $10M to $100M ARR
Project Overview
A 14-month transformation that rebuilt product architecture, repositioned the brand, and unlocked enterprise distribution channels.
NeoBank Capital approached us at an inflection point — strong product traction but a growth ceiling driven by limited enterprise relationships and a consumer-grade brand perception. We designed and executed a multi-phase transformation strategy that redefined their market position, rebuilt their enterprise sales motion, and delivered a 10x ARR outcome.
Client
NeoBank Capital
Services
Timeline
14 Months
The Challenge
- chevron_rightRevenue concentrated in SMB segment with no enterprise pipeline
- chevron_rightBrand perceived as consumer product rather than institutional-grade platform
- chevron_rightSales cycle averaging 90+ days with no structured enterprise enablement
- chevron_rightCompliance posture inadequate for regulated financial institution clients
- chevron_rightNo data infrastructure to support enterprise reporting requirements
Our Strategy
Market Intelligence & Positioning Reset
Deep competitive audit, ICP refinement for enterprise financial institutions, and new positioning framework built around institutional credibility.
Product-Market Fit for Enterprise
Feature gap analysis against enterprise requirements. Roadmap reprioritization and compliance certification fast-track.
Enterprise Sales Motion
Built outbound function from scratch, designed enterprise sales playbook, hired and trained AE team, closed first 3 anchor accounts.
Scale & Retention Systems
Implemented customer success framework, defined expansion revenue playbook, and embedded quarterly business review cadence.
The Outcome
Measurable Results
10X
ARR Growth
$10M → $100M in 14 months
+45%
Efficiency Gain
Operational cost per dollar reduced
3.2X
Project ROI
Return on consulting investment
<4mo
Onboarding Speed
Enterprise client activation
“Adviso didn't just give us a strategy deck — they embedded with our team, made decisions at the speed of a startup, and delivered an outcome that genuinely changed the trajectory of our company.”
James Whitfield
CEO, NeoBank Capital