
Sett
Chicago, Illinois
FinTech
Seed
Productivity software for investment banks that streamlines content creation, workflows, and communication.
Services utilized
Scope of work
01. Overview
OAK'S LAB partnered with Sett to build an MVP that consolidates presentation slide libraries, streamlines content reuse, and enhances collaboration across companies and roles. Delivered in 4 months and piloted by five leading banks, Sett users saw an average 80% reduction in time spent on creating presentations.

02. About client
Sett was founded by Waller Perez, whose experience in investment banking and private equity revealed inefficiencies in slide preparation and content management during M&A processes. He envisioned a secure, searchable library to empower deal teams to reuse assets, reduce redundancy, and focus on high-value work.
Waller chose to work with us due to our deep expertise in custom software development, especially in the FinTech industry.


03. Challenge
With a long-term vision of offering a suite of productivity-enhancing tools to the M&A sector, we needed to focus on tackling a critical problem for the MVP.
We worked with Waller to:
- Define and validate the product idea
- Design and deliver a high-quality MVP on a lean startup budget
- Prove immediate value and attract early users
- Build a foundation for scalable, future-proof software
We needed to find product-market fit while laying the technical groundwork for expansion.


04. Solution
Our team kicked things off with a deep dive product discovery. During this process, we mapped the competitive landscape to identify Sett’s advantage, validated core features through prototypes and user interviews with M&A professionals, and used pre-launch marketing to test product-market demand and user acquisition costs.
We then prioritized features into MVP, Advanced, and North Star tiers, and proceeded to deliver the MVP in two-week sprints using React and Node.js.
Core delivery included:
Sett’s Seamless Slide Library
A secure cloud slide library with an intuitive search that allows users to reuse slides from previous presentations across a secure, cloud-based system.
Efficiency tools
Templates and tools for efficient presentation building.
Marketing website
Branded website to support user acquisition and brand presence.



05. Outcome
MVP delivered in 4 months
On schedule and within budget, ready for launch.
Pilot with legacy banks
Pilot with legacy banks
Five major investment banks were onboarded early as partners.
80% time savings
Users significantly reduced presentation preparation time, resulting in increased operational efficiency.
Strong product foundation
Established scalable architecture for future collaboration, analytics, and growth phases.
Ready to build a purpose-built productivity platform for your industry? Whether you're piloting a focused MVP or scaling an enterprise platform, OAK'S LAB delivers with speed, precision, and business impact.
Let’s create something transformative together.
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