Case study
A founder-led technology firm scaling rapidly. Netco Risk aligned wealth strategy and business risk so leadership could focus on growth with clarity.
Sector
Founder-led tech
Team size
45 staff
Context
Rapid expansion
The challenge
Rapid hiring and expanding client commitments increased key-person exposure and created liquidity risk across the founders’ personal and business portfolios. Existing cover was fragmented, and investment reserves were not aligned to operating needs or growth targets.
Our role
We built a consolidated strategy covering personal protection, key-person risk, and business reserves — with clear ownership of decisions and measurable review points for leadership.
Process
Each phase was designed to reduce uncertainty and build confidence for leadership and investors.
We completed a full snapshot of shareholder exposure, key-person risk, business reserves, and personal protection gaps.
A coordinated plan aligned founder investment goals with business continuity, integrating risk protection and liquidity planning.
Cover structures and investment allocations were implemented across founders and reserves with clear ownership of outcomes.
Quarterly reviews tied to hiring milestones and revenue targets ensure alignment as the business scales.
Outcomes
Measurable impact
Risk gaps closed
6
Review cadence
Quarterly
Implementation time
30 days
Leadership coverage
3 key roles
Client voice
“Netco Risk simplified our cover stack and delivered a plan that actually matches how we operate.”
Leanne M. · Founder, CapeTech
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