Highlighted clients and projects provide a glimpse at how our collection of capabilities work together to drive success for our clients.
Edtech company Remote Learner has been a consumer of all of INSIGHT services since an initial consulting engagement in 2011. Fractional CFO services turned into an acquisition of the business from its founder in 2015, a return to profitability and ultimately its sale in December 2020. INSIGHT continues to provide Strategic Consulting and Financial Operations support to the acquirer, Learning Pool.
A provider of SaaS Engagement Platform solutions for Events, Learning and Continuous Community environments, Incentli (aka Motrain) has worked directly and indirectly with the INSIGHT team since its formation in 2017. INSIGHT provides strategic consulting, financial management and partner management services to this owner-operated organization, and is a member of the strategic leadership team driving efforts in new verticals.
This national financial literacy education non-profit has been providing educational solutions to youth and adults since 2005 and currently reaches greater than 40,000 learners annually. Early in its history, INSIGHT provided financial management and finance operations services to the young organization until they grew enough to support internal finance resources. In 2021, a member of the INSIGHT team joined the Board of Directors on both the Finance and Affiliate Committees, and is actively involved with executive leadership and the Board in creating the new strategic direction for the organization.
A woman-owned and operated floral operation out of Denver, CO, INSIGHT has been a key member of their team since 2010. The INSIGHT team provides financial operations and reporting services to the business owner and actively assists in the evaluation of new opportunities and cash management for this small business.
This Colorado-based educational non-profit has been providing solutions in education for over a decade, and INSIGHT has partnered with them since formation in 2010. The INSIGHT team acts as Board Treasurer and Secretary to help guide the organization’s growth and service delivery, as well as providing financial operations and reporting services to the Executive Director and Board.
This trusted sharing network company was founded in 2021 and the INSIGHT team provides strategic, financial management and finance operations services in support of the development of this start-up. A member of the INSIGHT team is co-founder of this business and provides the initial capital and executive leadership in support of its launch.