Case Study

3x Revenue Roadmap to Scale Growth

Telecoms FinTech / Nextgen Clearing

3x Revenue Roadmap to Scale Growth

The Opportunity

Nextgen Clearing, a global leader in roaming and financial clearing for telcos, was preparing for private equity investment. The leadership team needed clarity on product performance, commercial potential, and a strategy to scale growth across its portfolio. I was brought in to lead this work, restructure the product function, and design a roadmap that would triple EBITDA in five years.

The Approach

I partnered with the CPO to develop a consistent product evaluation framework. This enabled apples-to-apples comparisons across the portfolio, taking into account performance, customer value, competitive positioning, and market potential.

To support this, I worked closely with Finance to restructure product P&Ls — ensuring each product had a clean, separated view of costs, revenues, and margins. I also collaborated with Ops and onboarding teams to map setup processes and identify internal blockers.

Through workshops and interviews with Sales, Marketing, and Customer Success, I helped surface how each product was perceived (internally and externally) and whether that aligned with actual value delivered.

The Insights

The work revealed significant inconsistencies in how products were managed, measured, and positioned. By standardising the view across financial, operational, and market dimensions, we could clearly see where the upside lay.

I coached product leads to build robust business cases — including structured narratives, financial modelling, and strategic recommendations. These became foundational assets for senior leadership and future investment discussions.

Working with the CPO, CRO, and product team, we identified priority growth opportunities: from entering new markets with existing offerings to launching adjacent products with clear market fit.

The Output

  • Built a 5-year product roadmap to 3x EBITDA, with fully modelled revenue plans
  • Identified and validated new product opportunities in growth sectors
  • Developed full business cases and coaching framework for product leads
  • Set up cross-functional strategy to execute roadmap: Sales, Ops, Marketing, Finance, Legal
  • Established programme governance and led organisational change delivery

The Outcome

The strategy was approved at leadership level, unlocking investment and aligning the organisation behind a clear growth plan.

Execution began immediately, driving results across the board:

  • Sales cycle reduced by 60%
  • Contract and onboarding time cut by 30%
  • Pricing turnaround improved by 99%
  • £500K+ pipeline built within 6 months
  • New products validated and launched

This work didn't just unlock new growth—it reshaped how the organisation thought about product, performance, and scale.

What It's Like to Work With Me

✓ Sharp thinking, fast traction
✓ Commercially focused
✓ Strategy grounded in delivery
✓ Clear frameworks, no fluff
✓ Collaborative, flexible, low ego
✓ Trusted by execs, founders, and boards
Phil has that rare ability to flip between strategy and execution seamlessly. He helped us find clarity quickly and land some early wins that made a real impact.
Ruben Iverson profile
Ruben Iverson
CPO
Nextgen Clearing

Want a roadmap to unlock serious growth?

If your product or portfolio isn't pulling its weight — or leadership needs a clear commercial plan — I can help. Let's talk about how to uncover the upside and build momentum behind it.

Let's Talk
Available globallyBased in London & Bath, UK
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