Involuntary churn & failed payments
Payment failures and card declines silently drive 20-40% of gross churn in fintechs. Most have the dunning logic already — it just isn't tuned.
Fintech revenue & compliance diagnostic
Your fintech leaks revenue. Find exactly where.
Unit economics, failed payments, take-rate and the compliance gaps parking enterprise deals: located, priced and ranked in a written report, reviewed and signed by the founder.
7 questions · 3 minutes · no email needed to see your grade
Reviewed and signed by Waleed Alvi, PMP® · RMP®
No calls, written report
UK company 17258465
Revenue Integrity BriefIllustrative sample
CAC payback at 23 months. A SOC 2 gap is stalling pipeline.
- Unit economics & CAC payback$680K
- Compliance-blocked pipelineMapped from intake
- Pricing model leakage$360K
- Involuntary churn / failed payments$200K
- Revenue Integrity Score48 / 100
Where revenue leaks
The leaks we find most often in fintech companies.
Compliance gaps blocking enterprise deals
A missing SOC2 Type II or incomplete PCI DSS control parks six-figure enterprise deals in security review for months. Founders rarely know the dollar figure stalled.
CAC payback drifting past the Series A bar
Fully-loaded CAC segmented by motion — not blended — is what investors actually underwrite. Most fintechs are 20-35% higher than they think once all motion costs are included.
How it works
Three steps. No meetings.
Every tier follows the same path. Only the depth of the diagnosis changes with the price.
Pick your diagnostic
Choose the tier that fits your ARR, or take the free grade first and let it point you to one.
2 minutesAnswer the intake
18 questions on pricing, retention and pipeline. Anything you don't have is flagged in the report, never guessed.
About 15 minutesGet your written report
Every leak located, priced and ranked, with the fixes in order, reviewed and signed by the founder.
18–24 hours · Starter 48–72Try it on your numbers
Estimate your leak in 30 seconds.
Four inputs, one directional estimate from published benchmarks. It is a preview, not the diagnostic.
50/100
Estimated annual recoverable
$0
Directional only. The diagnostic replaces every estimate with a figure from your own numbers.
What the diagnostic reads first
Five frameworks built for the questions your next term sheet is priced on.
F1
Unit Economics & CAC payback
What's your fully-loaded CAC by motion — and is payback inside the 18-month Series A bar?
F2
Compliance-gap → deal-blocking map
Which SOC2 or PCI DSS gap is parking which enterprise deals — and what's the dollar figure stalled?
F3
Involuntary churn & retention
How much of your gross churn is payment failure vs true cancel — and what's the recoverable slice?
F4
Pricing & take-rate
Is your interchange, take-rate, or platform fee capturing the value you've built — or priced at launch vintage?
F5
GTM efficiency & burn multiple
Is your burn multiple inside the Series A bar — and which GTM motion is the efficiency drag?
These five are read first. Each tier below states exactly how far the diagnosis goes beyond them.
Pricing
One-time price. No retainer, no calls.
Pick the tier that matches your ARR. Every diagnostic is reviewed and signed by the founder and delivered in writing.
The 3 most painful fintech frameworks on your real numbers — plus the compliance-gap-to-deal-blocking map. Sharp first read before the full diagnostic. vs $15K–$50K specialist consultants charge for the compliance scoping alone.
What you get
- 3 deepest frameworks — all 18 scored
- Your total revenue-leak figure
- Compliance-gap → deal-blocking map
- Unit-economics stress test
- Board-grade PDF in 48-72 hours
Seed to Series A. The full board-grade diagnosis — dollar-precise on every framework, priced to your stage. About 0.5% of the ~$675K–$1.35M a sub-$5M-ARR fintech is typically bleeding.
1% gain ≈ up to $10K/yr at your scale
Everything in Starter, made complete
- All 18 frameworks, fully scored
- Every leak quantified in dollars
- Full compliance-deal pipeline map
- Your top 5 fixes, prioritized
- 90-day roadmap + risk heatmap
- Executive summary + health score
- Notion + PDF, ⚡ in 18–24 hours (VIP)
Seed to Series A. The full board-grade diagnosis — dollar-precise on every framework, priced to your stage. About 0.5% of the ~$675K–$1.35M a sub-$5M-ARR fintech is typically bleeding.
1% gain ≈ $10K–$30K/yr at your scale
Everything in Starter, made complete
- All 18 frameworks, fully scored
- Every leak quantified in dollars
- Full compliance-deal pipeline map
- Your top 5 fixes, prioritized
- 90-day roadmap + risk heatmap
- Executive summary + health score
- Notion + PDF, ⚡ in 18–24 hours (VIP)
Series A to B. The full diagnosis plus a deeper pass, sized to a scaling fintech team. About 0.5% of the ~$1.35M–$2.25M a $5M–$25M-ARR fintech is typically bleeding.
1% gain ≈ $30K–$150K/yr at your scale
Everything in Founder, plus
- A deeper, multi-pass analysis
- Your real fintech competitors benchmarked
- Revenue recovered, modeled per fix
- Full fix backlog, ranked by impact
- 30-day written Q&A window
- Notion + PDF, ⚡ in 18–24 hours (VIP)
Series B+. Everything in Growth, at the depth a mature fintech org needs. About 0.5% of the ~$3M+ a $25M–$50M-ARR fintech is typically bleeding.
1% gain ≈ $150K–$500K/yr at your scale
Everything in Growth, plus
- A deeper, scenario-level strategic analysis
- Written implementation guidance for top 3 fixes
- Structured written brief with all findings
- Senior written strategic debrief
- Priority delivery
- Notion + PDF, ⚡ in 18–24 hours (VIP)
Card, Apple Pay or Google Pay. Bank transfer (Wise) on Founder, Growth and Scale.Useful, or we rework it free. All sales final.Not sure which? Take the free grade first
Sample report
What you actually receive.
- Cited fintech benchmarks
- Dollar-quantified findings
- Compliance-gap-to-deal-blocking map
- Unit-economics stress test
Format
A board-grade PDF for each tier. The $900 Starter covers the 3 deepest fintech frameworks — all 18 scored including the compliance readiness map — cover, exec summary, dollar-quantified findings, compliance-gap-to-deal-blocking map, unit-economics stress test, and a 30-day priority queue. The Founder tier runs all 18 frameworks at greater depth.
Who runs your diagnostic
Reviewed and signed by the founder.
PMP®- and RMP®-certified senior planning engineer (BEng Hons). Every diagnostic is personally run, reviewed and signed by me — no outsourced analysts, no call-booking funnel. The methodology is public: judge the teardowns before you spend a dollar.
Judge the method before you buy. Public teardowns:
Waleed AlviFounder, Intake Review · PMP® · RMP® · BEng (Hons)
- CompanyIntake Review Ltd · UK Companies House No. 17258465
- Registered office71-75 Shelton Street, London WC2H 9JQ
- How we workWritten reports only. A clarifying question comes by email, never a meeting.
- Contacthello@intakereview4500.com
- ProfileLinkedIn
Useful, or we rework it free.
If a finding doesn't hold up, a number needs sharpening or an input is missing, we rework the diagnostic at no charge until you can act on it. All sales are final; the rework is the guarantee.
Questions
What founders ask before buying.
Really no calls?
Really. Everything is async. You fill the intake, we deliver a written report. Your time stays yours. The only exception: if a finding needs a clarifying question, we ask it by email — never a meeting.
What if my data is incomplete?
We infer from your ARR band, payment model, burn rate, and compliance posture using cited fintech benchmarks. Every assumption is flagged. A complete, useful diagnostic still ships — and we tell you exactly which 3 numbers to capture to upgrade it.
Is $4,500 worth it?
The average fintech diagnostic surfaces $300K-$800K in recoverable revenue. Identifying which SOC2 or PCI gap is parking your enterprise pipeline — and sequencing the remedy to unlock it — routinely recovers multiples of the fee. And the compliance readiness map is the only output that shows exactly which control gap blocks which deal category — no generic compliance consultant does that at this price or speed.
What format is the report?
A board-grade PDF for each tier. The $900 Starter covers the 3 deepest fintech frameworks — all 18 scored including the compliance readiness map — cover, exec summary, dollar-quantified findings, compliance-gap-to-deal-blocking map, unit-economics stress test, and a 30-day priority queue. The Founder tier runs all 18 frameworks at greater depth.
How do you handle confidentiality?
Standard mutual NDA on request, sent before intake. All anonymized analysis only — no name, logo, or identifying figures leave our system. UK Ltd #17258465 means real legal accountability.
Who is this for?
Fintech founders, CEOs, CFOs, and CROs at $1M-$30M ARR — payments platforms, embedded finance, lending tech, compliance-tech, and B2B infrastructure. If you're earlier, take the free Revenue Leak Snapshot first.
Know where your fintech leaks, and which deals compliance is holding.
Start with the free grade. When you're ready, the diagnostic puts a dollar figure and a fix on every leak.