apertura

Case Studies

Learn more about how we have supported companies with their challenges and the impact we have generated.

Case Studies

Learn more about how we have supported companies with their challenges and the impact we have generated.

Case Studies
Private Equity Firm

About the client:

Contracted by a private equity firm to support their middle market client, an international company and leader in private student housing.

Client Needs

    • Valuation data and report.
    • Forecast of the financial projections for investors.
    • Fractional CFO services.
    • Sustainable financial system for financial reporting. 
    • Corporate advice and strategy.

Apertura had a lean and clear process to solve the client challenges:

  1. Deep understanding of the business.
  2. Perform the Industry Research.
  3. Development of the valuation data and report.
  4. In-depth analysis of the financial area.
  5. Consolidation of financial reports and data.
  6. Development of financial forecasting for the company.
  7. Build the report with corporate advice and strategy.
  8. Design and iteration of a reporting structure for the financial area.
Family Office

About the client:

Family office investor needed structuring of existing and new investment opportunities for their portfolio in the auto, transportation and mobility sectors.

Client Needs:

  • Create investor ready materials for new venture. 
  • Advice on growth, corporate development and execution. 
  • Investment sourcing support. 
  • Support on back-office tasks. 
  • Development of software. 

Apertura had a lean and clear process to solve the client challenges:

  1. Creation of business plan, teaser, CIM and pitch deck. 
  2. Development of financial model and projections. 
  3. Creation of investment strategies. 
  4. Provide Support for investment sourcing. 
  5. Provide a integral marketing solution for new venture. 
  6. Scouting of web developers and advice on platform development.
Web3 Contact Center

About the client:

Web3 contact center managed in the United States with operations internationally, focused on providing  incoming calls, real-time contact management, predictive and progressive dialer, call-out campaigns preview, historical and real-time campaign reports, among others.

Client Needs:

  • Pricing strategy based on international markets.
  • Financial model with a strong focus on scalability and fast growth.
  • Partnership structure.
  • Partner adquisicion in international markets.

Apertura had a lean and clear process to solve the client challenges:

  1. Deep understanding of the business.
  2. Perform the industry research. 
  3. Development of the pricing strategy. 
  4. Design of financial model. 
  5. Creation of the partnership model.
  6. Introduction to new potential partner and partnership agreement.
Private Equity Firm

About the client:

Contracted by a private equity firm to support their middle market client, an international company and leader in private student housing.

Client Needs

  • Valuation data and report.
  • Forecast of the financial projections for investors.
  • Fractional CFO services.
  • Sustainable financial system for financial reporting. 
  • Corporate advice and strategy.

Apertura had a lean and clear process to solve the client challenges:

  1. Deep understanding of the business.
  2. Perform the Industry Research.
  3. Development of the valuation data and report.
  4. In-depth analysis of the financial area.
  5. Consolidation of financial reports and data.
  6. Development of financial forecasting for the company.
  7. Build the report with corporate advice and strategy.
  8. Design and iteration of a reporting structure for the financial area.
Family Office

About the client:

Family office investor needed structuring of existing and new investment opportunities for their portfolio in the auto, transportation and mobility sectors.

Client Needs:

  • Create investor ready materials for new venture. 
  • Advice on growth, corporate development and execution. 
  • Investment sourcing support. 
  • Support on back-office tasks. 
  • Development of software.

Apertura had a lean and clear process to solve the client challenges:

  1. Creation of business plan, teaser, CIM and pitch deck. 
  2. Development of financial model and projections. 
  3. Creation of investment strategies. 
  4. Provide Support for investment sourcing. 
  5. Provide a integral marketing solution for new venture. 
  6. Scouting of web developers and advice on platform development.

About the client:

Leading international company in the student housing market offering beautiful fully furnished rooms, as well luxurious condos with high-end amenities.

Challenges:

Provided consultancy services to focus on the following:

  • Business strategy for customer acquisition and to increase brand awareness.
  • Marketing plan focused on digital channels
  • Financial model to provide a sustainable strategy 
  • Partnership model for future expansion

Apertura had a lean and clear process to solve the client challenges:

  1. Preliminary in-depth understanding of the business and market
  2. Perform industry research.
  3. Development of the valuation data and report
  4. In-depth analysis of the financial scenario
  5. Consolidation of financial reports and data
  6. Development of financial forecasting for the company
  7. Final report including corporate guidance and strategy
  8. Design of a reporting structure for the financial area
Web3 Contact Center

About the client:

Web3 contact center managed in the United States with operations internationally, focused on providing  incoming calls, real-time contact management, predictive and progressive dialer, call-out campaigns preview, historical and real-time campaign reports, among others.

Client Needs

  • Pricing strategy based on international markets.
  • Financial model with a strong focus on scalability and fast growth.
  • Partnership structure.
  • Partner adquisicion in international markets.

Apertura had a lean and clear process to solve the client challenges:

  • Deep understanding of the business.
  • Perform the industry research. 
  • Development of the pricing strategy. 
  • Design of financial model. 
  • Creation of the partnership model.
  • Introduction to new potential partner and partnership agreement.