
Explore fintech entrepreneurship by examining sub domains such as credit and payments, discover ideation opportunities, and learn how founders frame problems, position solutions, and build ventures.
Explore how core banking as a service enables small and sized banks to run credit application processing and receivables financing through fintech solutions from startups, with banking case studies.
Sankaet is building interesting infrastructure products for FinTech. Lots of insights, also, on open opportunities within the field for new entrepreneurs to latch onto.
We don’t hear of hardcore B-to-B technology ventures coming out of Latin America very often. Ricardo is building one that caters to banks and financial institutions, has raised over $100M in financing, has over $25M in revenue, and has major Latin American banks as customers.
In this case study, you will hear Cognaize Founder Vahe Andonians talk a lot about bootstrapping - bootstrapping to exit, bootstrapping with services, so on. You will also learn a nifty way of building domain knowledge on top of horizontal AI expertise. This is a valuable and extremely interesting way of building AI companies for entrepreneurs to consider.
Gabino and Stephen have built a wonderful FinTech company and tell their story with wonderful flair and candor.
Bank Mobile President Luvleen Sidhu (FinTech-bank)
Fundbox CEO Eyal Shinar (Small business credit and receivables financing)
Avok CEO Phil Copeland (customer engagement platform for banks and lending)
Explore lending fintech startups with case studies from Latin America, India, and Africa, including loans against paychecks and bottom-of-the-pyramid solutions.
Todd has built a public FinTech business with $7M of family money and another $8M of debt. OppFi went public in 2021. Impressive, capital-efficient, fundamentals-oriented journey.
Equity Crowdfunding is evolving. This conversation highlights some of the trends.
Sergio Furio, Founder and CEO of Creditas is building a FinTech company from Brazil that has just closed its $19.5 Million Series B. The conversation was a great deep dive into the Brazilian entrepreneurial eco-system.
When people have to live paycheck to paycheck, life can easily get unbearable. Earnin offers loans against paychecks as collateral to alleviate this incessant pressure to low income families at affordable rates.
FinTech companies are difficult to get off the ground. This case study is a deep dive into how Eytan managed to get to the seed funding round and marshal capital to go to the next level.
Credibly Founder Co-CEO Ryan Rosett has bootstrapped a FinTech small business lending business from Michigan, raised Private Equity funding to scale, and then bought the PE stake back through a Management Buy-out. Excellent case study!
Al Goldstein, CEO, AvantCredit (D2C Lending)
Levi King, CEO of Nav (Small business lending)
Jason Hogg, CEO of Lending.com (Serial FinTech Entrepreneur)
Snehal Fulzele, CEO, Cloud Lending (Online lending platform)
Brock Blake, CEO of Lendio (Small business lending)
Matthew Cooper and Nadim Homsany, CEO and President of EarnUp (B2C loan payment platform)
Jeff Zhou, CEO of Fig (lending software for non-profits)
Rich Longo, President of NXTSoft (loan application lifecycle)
Jared Kaplan, CEO of OppFi (FinTech platform for credit challenged)
Alex Armitage, CEO of Nectarine (credit application management)
Explore payments within fintech, highlighting fraud and money laundering challenges and the abundant opportunities for cybersecurity experts at the confluence of cyber security and fintech.
Grain Co-founder and COO Carl Memnon discusses Grain’s FinTech innovation, and also some of the unique ways in which his company has been financed. Excellent conversation.
Dave transitioned from a developer to an entrepreneur by leveraging his solid domain knowledge in a particular area of FinTech: dispute resolution for credit card transactions. He and his co-founders effectively used bootstrapping using services and piggybacked on the Pega Systems platform. Read on to learn more about his journey.
Brian elucidates a world of underbanked, underserved consumers that we don’t hear much about – many lessons for global entrepreneurs interested in unleashing fortune at the bottom of the pyramid.
Marwan Forzley, CEO of Veem (Cross Border B2B payments)
Jeremy Almond, CEO of PayStand (B2B digital payments)
Erich Litch, Chief Revenue Officer, 2Checkout (payment industry ecosystem)
Todd Ablowitz, CEO of Infinicept (Payments facilitation solutions)
Mike Ward, CRO, World First (currency transfer)
Ed talks about combining humanity with Artificial Intelligence to create compelling outcomes in the Collections and Receivables world. Fascinating advances in FinTech.
Karthik Manimozhi, CEO of RentMoola (rent collection platform)
Peter Horadan, CTO and EVP Engineering of Avalara (Tax Automation)
Terrence McCrossan, CEO of Oversight Systems (Audit)
Steven Uster, CEO of FundThrough (Invoice factoring)
Sashi Narahari, CEO of High Radius (Finance automation)
Don Mal, CEO of Vena Solutions (budgeting and forecasting software)
Aman Mann, CEO of Procurify (spend management)
David Barrett, CEO of Expensify (expense management)
Jeff Grobaski, CEO of Epic River (health insurance deductibles)
Ryan Caldwell, CEO of MX (financial data apps)
Flint Lane, CEO, BillTrust (B2C and B2B Billing)
Dan Raju, CIO, TradeKing
Yossi Peretz, CEO of Stox (prediction market platform using blockchain)
Rob Reid, EVP of Sage Intacct (small business ERP)
Karn Saroya, CEO of Cover (Customer acquisition for insurance)
Richard Hamm, CEO of Bristol Gate Capital Partners (predictive AI applications for FinTech, robo advisors)
Brad Paterson, CEO of Splitit (high ticket e-commerce)
Tobias Seidl, CEO of Stokr (2-sided marketplace of alternative investments)
Ram Palaniappan, CEO of Earnin (Turning Philanthropy into a Double Bottomline Business EJ)
Doug Atkin, Managing Partner at Communitas Capital Partners, has extensive experience in FinTech and this conversation explores the nuances of that sector.
Dan Roselli is Founder and Managing Partner at CFV Ventures, a North Carolina firm focused on FinTech and InsureTech.
Joshua Posamentier is Co-founder and Managing Partner at Congruent Ventures, a firm focused on sustainability-oriented technology ventures.
Please pick your favorite case studies from the course and run them through a validation and positioning exercise. Use the 1Mby1M Self-Assessment questionnaire and try to answer each question in it.
Here are examples of some pitches that took place during one of our free and online mentoring roundtable programs. You will find a pitch template under Resources. Once you are ready, come pitch your business idea at an upcoming 1Mby1M Roundtable.
Explore fintech startup essentials through free roundtables and the one by one basic and premium programs, covering positioning, TAM analysis, go-to-market strategy, and investor network access with no equity.
The 1Mby1M Methodology is based on case studies. In each course, Sramana Mitra shares the tribal knowledge of tech entrepreneurs by giving students the rare seat at the table with the entrepreneurs, investors and thought leaders who provide the most instructive perspectives on how to build a thriving business. Through these conversations, students gain access to case studies exploring the alleys of entrepreneurship. Sramana’s synthesis of key learnings and incisive analysis add great depth to each discussion.
The Finance and Banking system of the world - from credit to payments, and everything in between - is going through a tremendous transformation. Digital platforms, processes and apps are becoming ubiquitous. Startups at the heart of this transformation are reaping handsome benefits.
This course focuses on the domain-specific case studies of FinTech startups. For the broader 1Mby1M methodology of building startups, you would need to go through multiple other courses in the portfolio.
In this particular course, we will focus on the problems and opportunities within the FinTech domain. You can always use these case studies for concept arbitrage in different regions of the world. You can also improve on these ideas by infusing new technologies or nuances. Ultimately, your domain knowledge and innovation instincts would drive where within the broader FinTech space you want to position your venture. The course would also serve well to catalyze ideation.
In these case studies, you would find catalysts to your own thinking.