PR Case Studies: Fintech, AI, Emerging Tech & SaaS
We work with some of the world’s best known brands and emerging market leaders.
Eton Solutions
Turning the Platform Behind Billionaire Fortunes Into a Global Brand
CVM took Eton Solutions from invisible to industry-recognized, securing 100+ placements in Forbes, Axios and Business Insider across 12+ countries and building the media presence behind its $58M Series C and first direct-to-consumer product launch.
Zūm Rails
Establishing a Canadian Fintech as North America’s Embedded Finance Authority
CVM established Zūm Rails as a recognized authority in embedded finance, securing 130+ media placements in outlets like TechCrunch, Fortune and Axios and building the media presence behind its Series A raise, major partnerships and U.S. market expansion.
Heimdall Power
Breaking Heimdall Power Into the U.S. Energy Market
CVM introduced Heimdall Power to the U.S. energy market and made them synonymous with energy innovation, garnering 71 media placements across outlets like The Economist, Forbes, and CBS News, a White House panel invitation, and inbound interest from U.S. utilities.
Bluecore
Making Bluecore Synonymous with AI in Retail
CVM built Bluecore’s AI narrative alongside its launch of AI shopping agent alby. The company had long been using AI within its core retail technology platform, but now it’s recognized voice in agentic commerce and the AI shopping agent category.
Meteomatics
Launching Swiss Weather Tech Into America’s Seas and Skies
CVM positioned Meteomatics—a Swiss weather technology company unknown in America—as a trusted partner to three of the most prominent U.S. federal agencies: NOAA, the U.S. Navy, and NASA.
Diebold Nixdorf
Relaunching AI-Powered Checkout to the Retail World’s Biggest Stage
CVM repositioned Diebold Nixdorf’s previously launched AI-powered checkout technology to create widespread visibility and recognition as an industry-first AI anti-shrink solution. Along the way, we established a narrative that’s now echoed by major AI engines.
Sherweb
Building a Cybersecurity Authority from Scratch
CVM transformed Sherweb from a cloud distribution company with no cybersecurity media presence into a recognized voice in MSP cybersecurity, and establishing the original “Security Tech Stack” concept in the media.
Interledger Foundation
Translating a Non-profit’s Vision Into Global Fintech Impact
CVM transformed the Interledger Foundation from a do-good nonprofit into a viable, industry-recognized payments protocol, bringing the organization into mainstream fintech conversations.
Eton Solutions
Driving U.S. Visibility for Eton Solutions With a $58M Series C
CVM repositioned Eton Solutions’ $58M Series C as a U.S. expansion story, establishing the company as the top technology partner for wealth management.
Payroll Integrations
Expanding Payroll Integrations’ Impact Beyond Benefit Automation With $20M Raise
CVM turned Payroll Integrations’ $20M Series A into a launchpad for broader financial wellness authority, securing 25+ media placements, reaching 100% new publications and landing the company’s number one target outlet in a single funding cycle.
Cofactr
Defining the Tariff Dialogue
CVM inserted Cofactr into the center of the national tariff debate, turning a relatively new supply chain software company into the go-to expert voice for manufacturers navigating real-time trade disruptions.
GFT
Expanding GFT’s U.S. Media Presence
CVM took GFT, a global digital transformation leader already trusted by JPMorgan and Blackstone but largely unknown in the U.S., and built its stateside presence from scratch.
Launching a Personal Finance Brand
CVM launched Penn Mutual’s first-ever personal finance brand dedicated to women, transforming myWorth CEO Ande Frazier into a nationally recognized personal finance expert.
Rewriting Business Insurance with Embroker’s $28M Series B
CVM used Embroker’s $28M Series B to reposition the company beyond insurtech, securing 20+ media placements including 5 tier-1 business stories and its number one target publication.
Bitrise
Developer Tool to C-Suite Growth Weapon
CVM took Bitrise from a mobile DevOps platform recognized primarily by developers to a stronger cross-industry presence, elevating its visibility among business leaders and cementing its leadership in the mobile landscape.
Selector
Turning Selector AI’s $33M Raise Into a Network Solution Narrative
CVM cemented Selector’s leadership in network AIOps with its $33M Series B, landing coverage in TechCrunch and SiliconAngle plus 15+ additional placements and 20 CEO quotes.
Slingshot
Standing Out in a Saturated Market
CVM helped introduce Slingshot’s new platform into a crowded digital workplace market by redefining the category, emphasizing the role of data in everyday work, and positioning founder Dean Guida as a leading voice.
Scaling Sopra’s Presence in the U.S.
CVM helped Sopra Banking Software, a French fintech leader established in Europe, build its U.S. presence from zero by repositioning its narrative, driving thought leadership and elevating its annual summit into a global event.
Making an Invisible B2B Brand Visible
CVM made Infragistics, a global software company trusted by millions of developers, more visible by reshaping its narrative, aligning with Microsoft and strengthening inbound marketing impact.
Making A Bold Statement with Bold Commerce’s $27M Raise
CVM used Bold Commerce’s $27M raise to introduce its “anywhere commerce” vision, generating 10x the coverage of its Series A and 7 CEO interviews.
Payroll Integrations
From Niche Technology to Employer Necessity
CVM took a payroll connectivity company solving a decades-old HR problem behind the scenes and positioned it as a leader in the employee financial wellness conversation.
Cofactr
$17.2M Series A Expands Cofactr’s Presence in Regulated Manufacturing
CVM positioned Cofactr’s $17.2M Series A as proof of its compliance-driven approach to manufacturing, landing coverage in the Wall Street Journal, Fortune and Axios.
Carving a Spot for Climate Tech
CVM introduced BreezoMeter, an Israeli climate tech company, to the U.S. market before climate tech was widely recognized as a category by shaping its narrative, building early category awareness and putting the company on Google’s radar.
Delivering a Bold PR Campaign
CVM repositioned Bold Commerce from a Shopify app creator to an enterprise checkout authority, expanding its audience, generating broad media coverage and securing recognition on the CBInsights Retail Tech 100 list.
Bluecore
Transforming a Vendor into a Visionary
CVM repositioned Bluecore from an email point solution to a holistic marketing platform, positioning it as a trusted partner for retailers. Increased visibility of Bluecore’s leadership drove demand and strengthened its position at the C-suite level.
Meteomatics
Turning a $22M Raise Into a U.S. Market Entry
CVM turned Meteomatics’ $22M Series C into a U.S. market-entry moment, generating 25+ funding-specific placements and reaching all four of the company’s priority industry verticals (energy, insurance, agriculture, and aviation) within two weeks.
Bringing Social Responsibility into the Limelight
CVM brought Responsib’All Day to the global stage, turning a decade-long CSR initiative uniting 19,000 employees across 70 countries in one day of volunteering into the world’s largest single-day effort.
Breaking Into the Heart of U.S. Climate Tech with BreezoMeter’s $30M Raise
CVM used BreezoMeter’s $30M Series C to introduce the company and the climate tech category itself to the U.S., securing 15+ placements including its number one target outlet.
Challenging Established Market Creators
CVM introduced UK plant-based brand Meatless Farm to the U.S. market, positioning it as a family-friendly, globally trusted brand and creating enough competition to impact Beyond Meat’s stock price.
Albert
Taking AI to the Masses
CVM launched Albert Technologies into the U.S., ahead of Salesforce and IBM Watson, and coined the “AI marketing” category. The campaign positioned Albert’s C-suite as AI authorities and gained widespread media recognition.
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