Capstone – Project Charter

Trends in VC and PE – Market Sizing & Opportunities Assessment

A Collaboration Between

Engagement Synopsis

Nomad Financial needs help analyzing current trends in VC and PE, as it relates to Nomad's business model and the financial services/accounting industries. They’re looking for a geographical market assessment (North America, specifically the Northeast region focused on Boston and NYC), and industry assessment with regard to various verticals. Additionally, Nomad requires help prioritizing upcoming business opportunities. Once you’re able to hone in on a specific opportunity, Nomad’s team is looking for your help developing a sales/marketing strategy with a modest budget.

HOST VENUE ADDRESS

  •  115 W 30th St Suite 900, New York, NY 10001

REQUIRED PREREQUISITES

  • Familiarity with the Venture Capital & Private Equity model
  • Understanding of the financial consulting model and financial services industry
  • Get excited about working with startups and supporting their growth through financial coaching

LEARNING OBJECTIVES

  • Administer a market analysis using different factors like sector and geographic regions
  • Compare our products, pricing, and strategy with our peers
  • Establish a go-to-market strategy for new segment

Company Information

CompanyNomad Financial
HQNew York
RevenueUnlisted
Employees50-100
StageSmall Business
Hiring PotentialFollow-on Projects, Formal Internship, Entry Level Full-Time, Upper Level Full-Time
Websitehttps://www.nomadfinancial.com/

Company Overview

Our mission is to remove the financial friction of starting and running a startup. We provide financial structure and insight that allows our partners to grow their businesses sustainably by lowering risk and identifying greater opportunities.

Company Supervising Team

Company Admin

Dana

[email protected]

Course Info & Engagement Details

SchoolUniversity of Notre Dame Mendoza College of Business
Engagement FormatCapstone - Small Team Consulting Project - Students work in small groups of 2-6 directly with faculty and host company project champions on developing real solutions to real-world challenges.
ProgramCollege of Business
Course2019 FALL – MBA Interterm (APPLY)
Level
Students Enrolled120 Enrolled, 4-5 per group per project
Meeting Day & Time10/14 - 10/17/2019 on-site at host company
Student Time Commitment1-3 Hours Per Week
Company Time Commitment3-5 Hours
Duration4 days (10/15/2019 - 10/17/2019)
Departments InvolvedGrowth Strategy
Marketing
Reporting, Financial Planning & Analysis
Research & Development
Sales & Business Development
File Attachments

School Supervisors

Instructor

Alice

[email protected]

Students

There are currently no students assigned.

Collaboration Timeline

  • August 29, 2019

    Finalize Project Details and Legal Documents – We’ll help build to project and ensure it’s appropriate for a group of MBAs to complete over a one-week period.

  • September 13, 2019

    MBAs Select Projects – Students rank their top three projects and are assigned based on their backgrounds and skillsets.

  • September 30, 2019

    Students are Provided Background Information – Students begin to ramp up for the engagement

  • October 14, 2019

    STUDENTS ON-SITE: KICKOFF MEETING – Students begin to work on the project. Company introduces key personnel and answers questions about the business model and project.

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 16, 2019

    STUDENTS ON-SITE: WORKING WITH DAILY CHECK-IN

  • October 17, 2019

    STUDENTS ON-SITE: FINAL PRESENTATION

Key Milestones & Project Process