Challenge
//01
Pilot was built by ex-finance operators who were tired of clunky accounting software. Their product was genuinely better—faster reconciliation, cleaner UX, built for modern finance teams.
But they were launching into a market dominated by legacy brands with massive marketing budgets. And their early branding looked like every other fintech startup: blue gradients, stock photos of laptops, and buzzwords like "revolutionize" and "streamline."
Deliverables
//02
Deliverables
Brand messaging & positioning refresh
Content strategy & templates
Instagram & TikTok content frameworks
Email nurture sequences
Paid social campaign creative
Referral program messaging
Results
//03
First 6 months:
1,200 signups in the first 90 days (mostly organic + paid LinkedIn)
$3.2M seed round raised (brand helped tell the story investors understood)
35% demo-to-trial conversion rate (vs 18% industry average)
Featured in TechCrunch and SaaStr
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Pilot — SaaS Product
A complete brand and go-to-market strategy for a finance automation tool launching into a crowded market.
Year
2024
Services
Brand Strategy, Identity, Website
Industry
B2B SaaS (Finance Automation)