Success stories from satisfied clients
CASE STUDY
Empowering growth and streamlining operations for Thrive FP
Client: Thrive FP
Industry: Real Estate - Multifamily and Private Lending
Objectives:
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Streamline business operations to reduce operational friction and stress among leadership and the team.
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Unite the team around a forward-looking strategy amidst a down market.
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Raise new capital from existing and new investors.
Solutions provided by C'est La Vieve:
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Discovery and Planning
C'est La Vieve facilitated discovery sessions with Thrive's executives to identify their goals for the company, and determine performance metrics, benchmark goals, and operational gaps. This foundational work was crucial to understanding the company's current state and planning for the future. -
Strategic Vision and Roadmap
We developed a comprehensive three-year strategic roadmap that outlined goals, actionable steps and milestones. This was rolled out during a company-wide annual meeting, facilitated by C'est La Vieve. -
Benchmarking and KPI definition
We collaborated with the data team to develop detailed benchmarking reports on historical capital raises. By integrating current market trends and past performance data, we established clear goals and KPIs for the current year. Additionally, we created a tracking and reporting system to ensure the executive team could monitor capital raise progress in real-time. -
Brand Audit and Enhancement
A thorough brand audit was conducted across all customer-facing touch points, resulting in key recommendations to present in a unified brand and maintain competitiveness. C'est La Vieve led the revamp of Thrive's marketing collateral, ensuring consistency in brand identity, copy, and visual assets. This included creating a new company website for their lending division. -
Investor Strategy and Marketing Plan
We analyzed historical capital raise benchmarks and devised a robust strategy to attract new investors, nurture existing investors, and re-engage with previous investors. This included an annual marketing plan and budget aimed at engaging high-net-worth individuals. We also created a strategy and project plan for a testimonial campaign to highlight positive experiences from existing investors, boosting credibility and trust. -
Leadership and Organizational Development
C'est La Vieve supported the onboarding of two new executive positions, providing a 90-day roadmap to ensure their integration and impact. We also collaborated with Thrive's HR team to update the company handbook, aligning policies with the new strategic direction.
Results:
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Strategic Alignment
The executive team was unified with a clear strategy and actionable plan. The team was motivated and equipped to drive the company's vision forward. -
Enhanced Brand Appeal
Thrive's refreshed marketing materials and cohesive branding significantly improved their appeal to high-net-worth investors. -
Successful Capital Raise
Within four months, Thrive secured over $1 million in new capital from dormant and new investors.
“Genevieve transformed our reactive approach into a forward-looking strategy, aligning our goals and providing a clear roadmap with actionable steps, timelines, and key metrics.
Her support was instrumental in launching version 2.0 of our company.”
ADRIAN LUFSCANOWSKI - President, Thrive FP
CASE STUDY
Securing a 9-figure investment for Rastegar through compelling storytelling and production
Client: Rastegar Property
Industry: Real Estate - Development
Objective: ​Rastegar Property engaged us to craft a cutting-edge and compelling remote pitch presentation, designed to secure a nine-figure investment from an out-of-state institutional pension fund. The vision was to create a presentation that embodied the sleek, persuasive delivery style of Steve Jobs, combined with the dynamic, futuristic energy of The Matrix.
Solutions provided by C'est La Vieve:
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Project Management and Planning
C'est La Vieve crafted detailed project management documents outlining the entire project plan, including team responsibilities, requirements, timelines, and budget. This ensured a structured and organized approach to meet the client’s objectives efficiently. -
Technical Setup and Logistics
We conducted a thorough assessment of technical requirements, selecting and securing a local green-screen studio to deliver the immersive, high-tech presentation and achieve the desired “Steve Jobs-Meets-The Matrix” visual aesthetic. -
Stakeholder Coordination
We coordinated and led weekly meetings with key stakeholders to review progress, align on tasks, and discuss next steps. This continuous engagement ensured that all team members were on the same page, fostering seamless project execution. -
Presentation Design
C’est La Vieve developed a presentation wireframe, laying out the structure and flow of the pitch. We also led the creation of the final pitch deck that effectively communicated Rastegar's vision and investment potential, and incorporated content from multiple departments across the company. -
On-Site Execution
We managed all on-site logistics, including the run-of-show, ensuring a smooth and impactful presentation delivery. This comprehensive oversight guaranteed that every element of the pitch presentation ran flawlessly.
Results:
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Show-Stopping Presentation
The final product was a visually stunning, green-screen virtual presentation that captivated and impressed the audience, standing out for its creativity and polish. -
9-figure Investment Secured
Rastegar Property achieved their goal, securing the investment from the institutional pension fund, paving the way for future growth and opportunities.
"Genevieve and C'est La Vieve made our success possible, and allowed me to focus on the vision, while she handled the rest."
ARI RASTEGAR - Founder and CEO, Rastegar
CASE STUDY
Enhancing Out Montclair’s Pride Festival Through Data-Driven Insights
Client: Out Montclair
Industry: Non-Profit
Objective: Effectively analyze and synthesize survey data from attendees and sponsors of the 2023 Pride Festival (the largest in the state of New Jersey) to identify successes and recommendations for improving the festival experience in 2024.
Solutions provided by C'est La Vieve:
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Data Cleanup and Preparation
C'est La Vieve meticulously scrubbed and cleaned up survey responses using Microsoft Excel. This step involved removing duplicates, correcting inconsistencies, and ensuring data accuracy to lay the foundation for reliable analysis. -
Comprehensive Data Analysis
We analyzed hundreds of survey responses to identify key trends, patterns, and feedback from both attendees and sponsors. This comprehensive review provided a deep understanding of what went well, and highlighted areas that needed attention. -
Metrics Organization and Reporting
Our team organized the survey data into clear, metric-based documents and created detailed reports summarizing our findings and recommendations. These reports provided insightful visualizations and highlighted key findings, making it easy for festival organizers to review and interpret the data and make informed decisions.
Results:
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Clear and Insightful Reports
The resulting documents were well-organized and metric-driven, offering synthesized recommendations that were easy to understand and actionable. These reports equipped festival organizers with the information they needed to enhance planning for the 2024 festival. -
Improved Planning and Strategy
The data-driven insights facilitated better decision-making and strategic planning for Montclair Pride 2024, ensuring that the next festival would build on the successes and learnings from 2023.