Fundraising Services for WealthTech Ecosystem
Perccent
Perccent, a purpose-driven wealth-tech platform focused on unlocking investment access for Tier 2, Tier 3, and rural India, partnered with Team Flexbox to build a compelling fundraising narrative. The founding team wanted the emphasis on the trust-led model, powered by localization, physical presence, and AI guidance for India's under-invested population.
We helped with
Pitch Deck Redesign
Narrative Development
The Challenge
- The market largely views wealth-tech platforms as urban, English-first, and self-directed, leaving Tier 2/3 investors underserved; Percent needed to be positioned as a mass-market wealth infrastructure provider.
- The breadth of offerings (mutual funds, stocks, bonds, future asset classes) created complexity without a phased scaling narrative.
- The ask required mapping technology, distribution, and customer acquisition spend to AUM growth, revenue maturity, and profitability timelines.
- The founding team’s deep financial services experience was strong but needed strategic packaging to resonate with institutional and fintech-focused investors.
Strategic Approach
- The deck was made to prioritize Perccent positioning as an inclusive wealth management platform for Emerging India.
- Anchored the story in quantified market data showing explosive growth in Tier 2/3 investors, AUM expansion, and fintech adoption.
- Clarified growth levers such as city-wise rollout, physical–digital hybrid distribution, cohort-based AUM expansion, and premium feature monetization.
- Mapped fund allocation across technology infrastructure, customer acquisition, partnerships, and operations, aligned to execution runway.
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