Case Study: Settle

 

Background

Settle is a financial services platform that enables emerging ecommerce businesses to manage their cash flow with a bill pay solution and extended financing.

Challenge

Settle was looking for partnerships and business development expertise to help unlock new customer growth at scale.

Solution

In addition to ongoing business development and partnerships advisory, Embedded developed and supported execution of a partnerships go to market plan for the Settle team, including:

  • Identification of new partner categories, with pitch points, compensation structure, and test plans

  • A comprehensive list of target companies within each partner category, including deep dives on specific companies

  • Joining current customer and potential partners calls to further develop the pitch and identify partner integration solutions

  • Development of a partnership term sheet to support potential partnership conversations

Services: Partnership Go-to-Market Strategy, Growth & Business Development Advisory

Result

“The Embedded team brought business development strategy and expertise to our team as we were building our partnership capabilities. They identified new segments to unlock growth, which led us to net-new, productive conversations with potential partners. They were a true thought partner to me during a critical time of evolution and growth in our business.” - Olivia Micallef, COO, Settle