Risk-return modeling and launch support for home equity lender
- Location
- Ontario, Canada
- Year
- 2023
- Engagement
- Strategic Positioning: Market & Capability Analysis
Home Equity lender specializing in debt consolidation loans. Launching a new hybrid loan product to be backed by outside investors. Required analysis of the Canadian housing market and business model to optimize pitch for funding.
Our team obtained and documented data on housing market as well as comparable asset classes. We created risk-return analysis template to be used for all asset classes identified by client subject matter experts. We revised business model to optimize company returns for risk exposure and effectively communicate it to investors.
Case snapshot
Received invitation from client to join and contribute to presentation
Financial Services
Case snapshot
Client obtained expected capital from external investors
Financial Services
Case snapshot
New product experienced profitability in line with expectations
Financial Services