Insights
Research, playbooks and briefings on growth and operations in fintech and healthcare. Written by the people who do the work.
Fractional COO or embedded operations team? How to choose at Series A
The two models solve different problems: how to tell which one your company needs, and what each costs in time and control.
· Sep 23, 2026 · 7 min read
Clinic patient base: how to segment and win back patients. Analysis of a 44,000-patient database
We analysed 125,000 receipts from a multi-specialty medical centre over three years: who drives revenue, how much the clinic loses on patients who never come back, and which triggers bring them back.
Fintech startup operations: systems from ten companies
Starling, Monzo, Qonto, bunq, Lunar, Pleo, Tide, Ramp, Mercury and Column scaled on four operating systems. Regulators' findings show what breaks when one of them lags behind growth.
Marketing agency vs growth system: when a company outgrows its agency
An agency is the right call while the founder still runs most of the company. Once the business starts copying itself into new locations or markets, it needs a system that sets goals, tests hypotheses and owns the result.
Why healthcare marketing agencies stall: the short, mid and long wins model we use with clinics
Most agencies own the click and nobody owns the front desk. How we structure clinic work in three horizons, the research behind each one, and one year of results.
Six AI workflows for business operations
Six named AI workflows, from KYC intake to monthly close support, each with the metric it moves, the data it touches and the human checkpoint that stays in place.
How to calculate channel payback and unit economics
A CAC number that only marketing believes will not survive a finance review. This guide calculates channel payback so both teams work from the same model.
DORA for marketing and operations teams
What the EU Digital Operational Resilience Act changes for teams outside IT: vendor registers, incident reporting and who owns compliance without a CISO.
The compliance layer under fintech marketing operations
A fintech marketing agency can build campaigns. It cannot own the compliance review, the KYC drop-off or the multi-market licensing rules that decide whether a lead ever becomes a customer.
Fractional CFO vs finance operations: which gap do you actually have
A fractional CFO is a person. Finance operations is a system. Companies searching for one are often missing the other, or both.
Fractional CMO: what you get, and what has to exist underneath
A fractional CMO brings strategy and judgment. Without reporting, CRM hygiene and a named owner per number, the engagement produces a slide deck instead of a system.
Healthcare marketing operations: from patient click to visit
Ads and search bring the request in. What happens between the click and the booked, attended visit decides whether the spend paid off.
What HIPAA compliant marketing actually requires
What HIPAA covers in a marketing stack, what the 2024 court ruling changed, and how to measure campaigns without moving protected health information.