Seminar Overview:

What is this masterclass about?

This 90-minute masterclass is designed to equip fintech founders with the knowledge and tools to develop a compelling, investor-ready business plan. The session addresses the core challenges that fintech founders face, such as why 75% of startups struggle to raise capital due to ineffective pitch materials, and why 30% of investors decline deals because of unrealistic or unclear financial projections. We will cover the critical elements that make a pitch stand out, focusing on navigating common pitfalls, understanding the investor’s perspective, and ensuring alignment with the market, investors, and the venture’s goals. Additionally, participants will gain hands-on insights as we walk through an illustrative example of a business plan that successfully raised hundreds of millions for a digital challenger bank. This will allow attendees to see the flow, the types of details investors prioritise, and the importance of harmonising narrative with data to create a compelling pitch.

Who is it for?

This session is tailored for fintech startups at the Seed stage that have secured initial funding and are preparing to raise larger amounts, specifically targeting Series A. Ideal participants are companies operating within the fintech space, looking to refine their pitch materials, solidify their business plans, and align their growth strategy to attract institutional investors.

Expert-Led: Why Trust Alvarez & Marsal?

Alvarez & Marsal (A&M) is a global leader in management consulting, known for delivering results-oriented, practical solutions that drive sustainable growth. With extensive experience supporting both investors and financial services companies, A&M is well-placed to guide fintechs through complex market landscapes, help them develop sound financial models, and optimize operations to align with investor expectations.

Natasa Kyprianidou, Senior Director

Natasa Kyprianidou brings over 25 years of experience in financial services, with a blend of executive-level product leadership roles at major institutions such as Barclays, Hellenic Bank and Piraeus Bank, along with consulting expertise. In these roles, she has advised global financial institutions and fintechs, guiding them through transformative initiatives, launching products for millions of customers, and establishing successful digital challenger banks. Her consulting expertise includes developing investor-ready business plans that have helped fintech startups secure hundreds of millions in Series A and growth capital. Natasa’s deep insights into go-to-market strategy and digital innovation make her a valuable resource for fintechs preparing to meet the demands of institutional investors.

Why Professional Help May Sometimes Be the Answer?

Fundraising readiness goes beyond a polished pitch deck. Many startups face challenges in aligning their business plan, financial projections, and growth strategy to investor expectations. A&M offers a comprehensive approach to address these needs, supporting fintechs through a structured four-pillar solution that includes Growth Due Diligence, Premium-Quality Business Plans, Investor-Ready Pitch Decks, and Strategic Advisory Sessions. Each pillar is designed to help companies secure investor confidence, achieve long-term value, and stand out in competitive fundraising rounds.

About Seminar39:

Seminar39 sessions are exclusively for Level39 members. These form part of the curriculum offered to our 180 technology businesses who call Level39 home. For more information and link to register for this session, please see the latest member newsletter, or email the team on members@level39.co