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Case Studies

Successful Outcomes & Differentiated
Solutions for Clients Across Industries

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