Case Study: a global financial services company achieves smarter, more capital-efficient alliances with Point B

Forming Smarter Alliances from the Start

A global financial services company planned to invest $130 million in new strategic alliances with emerging tech players but faced significant risk, as most such partnerships fail to deliver expected results. To beat the odds, the company engaged Point B for its unique mix of operational acumen and venture capital expertise to understand what makes a partnership successful.

Point B first conducted a deep internal discovery of the client's context before curating a portfolio of confidential, highly relevant case studies based on firsthand deal experiences. These archetypes of successful partnerships provided the client with clear precedents and conditions for success. As a result of this six-week engagement, the client became far more selective and capital-efficient with its $130 million alliance fund, equipping it to form smarter alliances with a much higher chance of success.