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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
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Online Talent and Workforce Management Marketplace
HQ in Midwestern U.S.
VC-backed business selects RTD Insights for fundraising support
and FP&A services
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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
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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
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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
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Customer Support and AI
Software Company
HQ in Midwestern U.S.
VC-backed business selects RTD Insights for business reporting and GAAP compliance
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Large Investment Bank and Financial Institution
HQ in Eastern U.S.
Large private investment bank selects RTD Insights for internal process automation
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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
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Real Estate Investment and Development Company
HQ in Eastern U.S.
Founder-owned, boot-strapped business selects RTD Insights for forecasting and budgeting
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Virtual and Remote Patient Monitoring SaaS Company
HQ in Midwestern U.S.
Early-stage business selects RTD Insights for fundraising support and KPI development
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Tech-Enabled Value-Based Healthcare Company
HQ in Eastern U.S.
VC-backed business selects RTD Insights for financial reporting, forecasting and budgeting
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Digital Multimedia Technology Company
HQ in Midwestern U.S.
Early-stage business selects RTD Insights for business reporting and KPI development
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Retail & Consumer Data SaaS Company
HQ in Western U.S.
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
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International Automation Software Company
HQ in Canada
Growth private-equity backed business selects RTD Insights for internal process automation
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Transportation & Telematics Software Company
HQ in Southeastern U.S.
Growth private-equity backed business selects RTD Insights for reporting, forecasting & budgeting
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Tech-Enabled Healthcare Company
HQ in Southeastern U.S.
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
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International Automation Software Company
HQ in Canada
Growth private-equity backed business selects RTD Insights for forecasting & budgeting
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Online Platform for Outdoor Experiences
HQ in Western U.S.
Seed-stage, founder-owned business selects RTD Insights for business plan & fundraising pitch development
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E-Commerce / Digital Marketing Company
HQ in Southwestern U.S.
Privately-held subsidiary
selects RTD Insights for
forecasting & budgeting
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Compliance Software
Company
HQ in Southwestern U.S.
Closely-held, private company with minority institutional ownership selects RTD Insights
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Online Digital
Media Company
HQ in Midwestern U.S.
Seed-stage, founder-owned
business selects RTD Insights for
forecasting & budgeting
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International Human Resources Company
HQ in Philippines
Staffing and HR services company selects RTD Insights for business intelligence & predictive analytics
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Currency Exchange Software Company
HQ in Eastern U.S.
Founder-owned business seeking investment selects RTD Insights for customer-specific analyses
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International Financial Technology Company
HQ in China
Growth-stage company providing margin loans selects RTD Insights for internal process automation
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