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

International Financial Technology Company

HQ in China

Growth-stage company providing margin loans selects RTD Insights for internal process automation

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