Our Playbook
Finch's proven playbook takes teams to profitable scale within 3–5 years
How we work
We work alongside management on five levers that take a proven company to profitable scale.
Every investment starts with a growth plan. From there we bring our proven playbook: stronger leadership, faster growth, AI transformation, capital to match the plan and early preparation for exit. Management leads; we bring the experience of having done it before.
Stage: Year 1
Upgrade leadership & governance
What we do
- Leadership diagnostic
- Leadership upgrade
- Upgrade board
- Upgrade reporting
Stage: Years 1–3
Growth acceleration
What we do
- Channel strategy
- Geo, segment or product expansion
- M&A
- Fix growth enablers
40% faster growth than pre-investment, plus one M&A each
Finch has really got under the skin of our sector and serves as both a larger radar screen and a special sounding board for our business; they provide a great combination of ambitious challenge and sleeves-rolled-up support that many other investors struggle to achieve.
William Reeve
CEO, Goodlord
Stage: Throughout
AI transformation
What we do
- Pricing strategy
- Cost reduction
- AI transformation
Stage: Throughout
Funding
What we do
- Secondaries
- Growth funding
- M&A funding
- Debt financing
Stage: Years 3–5
Exit readiness
What we do
- Buyer introduction
- DD preparation
- Banker selection
60% received M&A offers within 3 years
Finch was AccountsIQ's first institutional investor and helped move us from bootstrap-type funding to a structured growth model, resulting in a successful PE-backed exit within 3 years.
Tony Connolly
Founder and Executive Group Chairman, AccountsIQ
Proof points: Fund III (2021 vintage) portfolio data.
Case studies
The playbook at work
Five companies, one playbook. Select a company to see what we did together.
Finch's proven playbook takes teams to profitable scale within 3–5 years