Commercialized Financial Modeling SaaS Company
Hilco Streambank served as the intellectual property and business advisor to ClearFactr, a financial modeling SaaS platform spun out of Goldman Sachs. Our mandate included supporting the carve-out process, identifying strategic go-to-market opportunities, and positioning the company for successful reentry into the market as an independent business.
Hilco Streambank conducted a targeted market analysis to support ClearFactr’s commercial strategy, leading to the successful onboarding of an alternative asset management firm as an enterprise client. We also facilitated introductions to key advisors and prospective investors to accelerate business development and capital formation efforts.
Following our engagement, ClearFactr secured a seed round of financing, signed its first enterprise customer, recruited key personnel, and relaunched an enhanced version of its proprietary SaaS platform. The platform—designed to simplify complex financial modeling for investment professionals—now enters a new chapter of growth with a stronger foundation and renewed strategic focus.
This engagement highlights Hilco Streambank’s ability to deliver comprehensive IP, business, and transactional advisory services across complex carve-out and early-stage growth scenarios.
