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Investor-ready financial modelling

CASE STUDY

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Bracket – $7m Seed Model Build

Industry: Fintech
Project Type: Financial Model Build
Stage: Early-stage growth (Seed)

Overview

Bracket provides AI-enabled FX, treasury, and cash management tools for mid-market businesses, helping finance teams automate workflows, centralise bank data, and gain real-time visibility across their treasury operations.

Challenge

The management team required a robust financial model to support their $7m Seed stage growth capital raise from both UK and International investors — one that could stand up to investor scrutiny and reflect an exciting, ambitious growth plan.

Our Role / Solution

GRAY worked closely with the co-Founders to build the financial model, which needed to reflect the company’s changing approach to pricing and revenue planning, as well capturing the need for capital that was efficiently allocated to generate growth.

Outcome

The financial model helped secure backing from lead investor, Macquarie Group, Blackfinch Ventures and others.

Testimonial

“Thanks Joe! You were fundamental in helping us turn our growth into a clear, investor-ready model we can run the business on. Massive appreciation. Any company would be lucky to work with you.”


Pierre Anderson, Co-Founder

OTHER CASE STUDIES

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Enterprise SaaS

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D2C Subscription

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$2m equity raise

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Consultancy

Private Equity MBO
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£Undisclosed

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Enterprise SaaS

Series A
Model build
$7m equity raise

Ready to level up your financial model?

Whether you're building your first model or polishing for a big raise, we can help. 

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