Realized BVA and Accelerator Case Study

Time to MVP Launch

Market Pipeline in 5 Months

Thinktiv charted a course for Realized’s new market penetration with a phased go-to-market approach, a clear ICP for immediate wins, and a coinciding product roadmap.

BVA + PVA

Designing the next generation of real estate investment.

Overview

Realized offers a unique service for helping individuals manage investment real estate wealth, offering sellers a seamless vehicle to convert property sale proceeds into new investments that mitigate their tax exposure. Realized needed a long-term, founding partner to help build and commercialize its product.

BUSINESS VALUE ARCHITECTURE

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PRODUCT ACCELERATION

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PROGRAM IMPACT

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CHALLENGE

Realized already had a successful D2C investment product, which they were ready to expand into financial advisors’ offices. With this new market came new obstacles to adoption and a new portal to develop.

SOLUTION

Thinktiv worked with Realized to rapidly align its solutions, market positioning, go-to-market strategy, and product roadmap, enabling the company to effectively open a significant and lucrative new distribution channel.

PROGRAM IMPACT

With Thinktiv’s guidance, Realized was able to expedite launch. Our efforts saved one year with critical course correction, and within 5 months of launch, Realized closed $500K in sales and built a $60M pipeline.

“Thinktiv re-aligned us to a winning strategy with actionable steps. We are energized and grateful for this ongoing partnership!”

- David Wieland, CEO & Founder

BUSINESS VALUE ARCHITECTURE

Thinktiv and Realized's intial partnership needed to take an idea and a business plan, and turn it into a market-ready product.

OPPORTUNITY 01

Thinktiv validated demand through in-depth market analysis and extensive VOC research to map demand signals and solution requirements of wealth management clients vs. Realized’s D2C customers, identifying key success factors.

OPPORTUNITY 02

As wealth management market participants have widely diverse segmentation characteristics, Thinktiv leveraged its VOC and market research to tailor a new ICP profile that maximizes the likelihood of near-term wins.

OPPORTUNITY 03

Building on the VOC and ICP work, Thinktiv provided the content, conceptual visualizations, and solution narratives that enabled rapid traction and successful engagement with high-priority targets.

OPPORTUNITY 04

Thinktiv designed solution screens that visualized the future roadmap items that were most valued by wealth management stakeholders, fueling sales traction and enabling product development aligned to client value.

Product Value Acceleration

Across Realized's lifecycle Thinktiv has regularly co-created new product strategy and market initiatives.

Thinktiv initially developed Realized’s brand identity, which remains central to its market presence. Realized later re-engaged Thinktiv to design a platform for customer growth and operational scaling. Through in-depth stakeholder research, we crafted the UX strategy, functional roadmap, and design for Realized’s next-generation platform, setting the stage for accelerated growth and efficiency.

Impact

100%+ YOY growth with
continuously accelerated timelines

The Details

Through its ongoing partnership with Thinktiv, Realized has built and maintained a rapid growth rate with positive cash flow since its inception. Our continued engagement continuous to build future acceleration and footprint expansion.