Saas Post-trade Identify cross-sell opportunities around post-trade data management and workflow automation, leveraging Theorem's focus on allocation, trade matching, and data normalization to expand into related services such as analytics or reporting for clients in financial services.

OMB Growth Target expansion into Operations as a Service (OaaS) offerings for clients seeking outsourced post-trade operations, highlighting scalability, cost-efficiency, and access to Theorem’s specialized expertise.

Mid-market Focus Position Theorem as a scalable solution for small to mid-sized financial firms given its lean team size, emphasizing rapid deployment, onboarding, and personalized support as a differentiator from larger integrators.

Tech Stack Alignment Leverage existing tech integrations (Azure, WordPress, Zendesk, analytics tools) to propose joint solutions or co-marketing partnerships with clients already using compatible ecosystems, reducing integration risk.

Growth Narrative Capitalize on recent news about launching Upward and OaaS by framing conversations around automation in media operations and post-trade processes, offering case studies and ROI projections to prospective clients.