Case Studies
Successful Outcomes & Differentiated
Solutions for Clients Across Industries
Third-Party Risk Management Software Company
HQ in Southern U.S.
VC-backed business selects RTD Insights for fundraising support
and FP&A services
Online Talent and Workforce Management Marketplace
HQ in Midwestern U.S.
VC-backed business selects RTD Insights for fundraising support
and FP&A services
Retail Point-of-Sales
SaaS Company
HQ in Eastern U.S.
Founder-owned, boot-strapped business selects RTD Insights for M&A and diligence support
Cloud-Based Inventory Management and ERP Company
HQ in Midwestern U.S.
Founder-owned, boot-strapped business selects RTD Insights for business reporting and customer analyses
Student Life and Safety Management SaaS Company
HQ in Eastern U.S.
Founder-owned, boot-strapped business selects RTD Insights for fundraising support & CFO services
Customer Support and AI
Software Company
HQ in Midwestern U.S.
VC-backed business selects RTD Insights for business reporting and GAAP compliance
Large Investment Bank and Financial Institution
HQ in Eastern U.S.
Large private investment bank selects RTD Insights for internal process automation
Two Early-Stage Sensor Technology Companies
HQ in Western U.S.
Two Silicon Valley accelerator-backed companies select RTD Insights for fundraising support & CFO services
Real Estate Investment and Development Company
HQ in Eastern U.S.
Founder-owned, boot-strapped business selects RTD Insights for forecasting and budgeting
Virtual and Remote Patient Monitoring SaaS Company
HQ in Midwestern U.S.
Early-stage business selects RTD Insights for fundraising support and KPI development
Tech-Enabled Value-Based Healthcare Company
HQ in Eastern U.S.
VC-backed business selects RTD Insights for financial reporting, forecasting and budgeting
Digital Multimedia Technology Company
HQ in Midwestern U.S.
Early-stage business selects RTD Insights for business reporting and KPI development
Retail & Consumer Data SaaS Company
HQ in Western U.S.
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
International Automation Software Company
HQ in Canada
Growth private-equity backed business selects RTD Insights for internal process automation
Transportation & Telematics Software Company
HQ in Southeastern U.S.
Growth private-equity backed business selects RTD Insights for reporting, forecasting & budgeting
Tech-Enabled Healthcare Company
HQ in Southeastern U.S.
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
International Automation Software Company
HQ in Canada
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
Online Platform for Outdoor Experiences
HQ in Western U.S.
Seed-stage, founder-owned business selects RTD Insights for business plan & fundraising pitch development
E-Commerce / Digital Marketing Company
HQ in Southwestern U.S.
Privately-held subsidiary
selects RTD Insights for
forecasting & budgeting
Compliance Software
Company
HQ in Southwestern U.S.
Closely-held, private company with minority institutional ownership selects RTD Insights
Online Digital
Media Company
HQ in Midwestern U.S.
Seed-stage, founder-owned
business selects RTD Insights for
forecasting & budgeting
International Human Resources Company
HQ in Philippines
Staffing and HR services company selects RTD Insights for business intelligence & predictive analytics
Currency Exchange Software Company
HQ in Eastern U.S.
Founder-owned business seeking investment selects RTD Insights for customer-specific analyses
