Revenue Health Audit for Fintech | Solano Advisory Group

Four weeks through your pipeline, forecast and CRM deal by deal. Built for fintechs at $5M to $20M selling into banks and credit unions.

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Revenue Audit — Four weeks through your pipeline, forecast and CRM deal by deal. Built for fintechs at $5M to $20M selling into banks and credit unions.
Engine Check — Twenty questions in two halves. Twelve score your revenue machine, eight score what you know about the banks and credit unions you sell to. Free, and no email needed to see your score.
Market Count — Filter every federally insured bank and credit union in the country by asset size, state and branch count, and get your real addressable market in about thirty seconds. FDIC and NCUA data.
Gates — Every deal in this channel is held up by something the CRM never records. Five product categories, five different gates, and the question to ask on your next call.
Method — Six steps in a fixed order for fintechs at $5M to $20M selling into banks and credit unions. No named framework, no maturity model.
What I Offer — Two fixed price pieces of work and one ongoing seat. The Market Count at $4,500, the Revenue Audit at $8,000, and embedded revenue leadership from $12,000 a month.
Embedded Leadership — A revenue leader inside your company without the full time hire. For fintechs at $5M to $20M ARR selling into banks and credit unions.
Infrastructure — Pipeline definitions, forecast discipline, comp plans and a sales process a new rep can run from a written document. Built for long regulated sales cycles.
The Operator — Twenty years selling software to banks and credit unions. Grew the enterprise book at Velocity Solutions from $11M to $70M and built the first BDR engine at Apiture.
Contact — Reply goes straight to Mark. No form maze, no discovery gauntlet. Start with the free revenue audit if you would rather see a number first.
Intel — Notes on selling into banks and credit unions. Pipeline math, forecast discipline, and what happens to your deal after the demo.
Blog — Writing on revenue systems for fintechs selling into banks and credit unions. Pipeline, forecasting, comp, and why SaaS playbooks break in a regulated channel.
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