Starting Point

A high-engagement EdTech platform plateaued after initial growth.
 

Schools adopted, but budgets capped expansion and retention declined.

Underlying Structural Problem

The company was stuck in the EdTech product trap:

• budget-constrained buyers

• dependence on annual school cycles

• difficulty tying impact to core academic outcomes

• perceived as supplemental, not foundational
   

Strategic Interventions

Over 10 days, we restructured their positioning:

• reframed the product as learning infrastructure, not software

• proved value against measurable literacy and achievement metrics

• redesigned GTM around district-level mandates, not teacher-level initiatives

• rebuilt investor storyline around defensibility and institutional expansion
   

Impact

• district deal size increased 4.3×

• churn dropped by 32%

• valuation uplift projected at +$12M

• company reclassified by investors as “infrastructure education”, not “EdTech”