Aubrey Consultants GAMING QUANT & INTELLIGENCE
Case studies

Models that moved markets.

Anonymised engagements illustrating how we've helped operators build, enter, and optimise across three continents.

Case study 01 — Long range planning

Turning a board's five-year ambitions into a deliverable long range plan

A multi-brand sportsbook and casino group with £180M in annual GGR across four European markets had bold growth targets — double revenue in five years, enter three new jurisdictions, and launch an iGaming vertical alongside their existing sportsbook. The board had the ambition. What they lacked was a credible, stress-tested financial roadmap to get there.

5yr
LRP horizon
18
KPIs defined
£360M
Y5 target GGR

The challenge

The group's existing planning process was built on annual budgets extrapolated forward with optimistic growth assumptions. The CEO wanted to double revenue to £360M within five years, but there was no model connecting that headline number to the operational levers that would actually deliver it — headcount, marketing spend by jurisdiction, product mix, regulatory timelines, or capital requirements.

The board was making investment decisions based on ambition rather than architecture. Market entry sequencing was driven by gut feel. The iGaming launch had no standalone P&L. And investor conversations were stalling because the financial narrative lacked the granularity institutional capital demands.

What we built

We constructed a bottom-up long range plan spanning five years, built from the unit economics up rather than the headline down. Each existing market got its own P&L with realistic growth curves based on market maturity, regulatory headwinds, and competitive intensity. The three target expansion markets — Brazil, a second Southern European jurisdiction, and an African mobile-first market — each received a standalone entry model with phased investment, licensing cost projections, and time-to-breakeven scenarios.

The iGaming vertical was modelled separately with its own player acquisition funnel, game supplier margin structure, and cross-sell assumptions from the existing sportsbook database. We defined 18 KPIs across the group — from blended GGR per active player and marketing efficiency ratios to jurisdiction-level contribution margins and cash conversion cycles — and built a quarterly tracking dashboard that linked actuals to the plan in real time.

Every assumption was stress-tested. We ran Monte Carlo simulations on the three most sensitive variables (sportsbook margin volatility, regulatory approval timelines, and FX exposure) and presented the board with a probability-weighted outcome range rather than a single deterministic forecast.

Key insight: The board's original plan assumed the iGaming vertical would contribute 30% of group GGR by Year 3. Our bottom-up model showed 18% was realistic at that point — but 38% by Year 5 once the cross-sell flywheel from sportsbook matured. Resequencing the investment profile to reflect this slower ramp saved £14M in upfront marketing spend and produced a higher terminal valuation because the growth curve was accelerating, not decelerating, at the plan's end.

The outcome

The long range plan was adopted by the board and became the basis for all capital allocation decisions. Market entry was resequenced — Brazil moved from Year 1 to Year 2 (pending regulatory clarity), while the African market was accelerated to Year 1 based on superior unit economics revealed by the model.

Within six months, the plan was used to secure a £45M credit facility, with the lending syndicate citing the quality of the financial model as a key factor in their underwriting decision. The quarterly KPI dashboard is now the centrepiece of every board meeting, with actuals tracking within 4% of plan through the first three quarters.

Long range planning Business model architecture KPI framework design Fractional FP&A Investor readiness
Case study 02 — Sweepstakes

Business model design for a US sweepstakes casino entering a $13B market

A social gaming studio with 2M monthly active users wanted to pivot into sweepstakes casino — the fastest-growing segment in US digital gaming, projected to exceed $13 billion in gross revenue by 2026. They understood game design. They didn't understand dual-currency economics, state-by-state legal exposure, or how to model a business where only 12% of users ever spend money.

$13B
Market size 2026
45
States accessible
$6.2M
Series A raised

The challenge

The sweepstakes casino model is deceptively complex. On the surface it looks like free-to-play gaming — players receive Gold Coins for entertainment and Sweeps Coins for prize redemption, with a "no purchase necessary" legal foundation borrowed from decades-old contest law. But underneath, the financial dynamics are unlike anything in traditional iGaming: conversion rates hover around 12% (compared to 50%+ on licensed gambling apps), payout ratios run between 68-72% of gross, and the entire revenue model depends on a small minority of high-frequency purchasers.

The studio also faced a rapidly shifting regulatory landscape. California had just banned sweepstakes casinos effective January 2026 — removing roughly 17% of the addressable market overnight. Connecticut and Montana had followed. The question wasn't just "can we build this?" but "what does the five-year model look like when your largest state can disappear from the TAM with six months' notice?"

What we built

We designed the complete business model from scratch: a dual-currency P&L that separated Gold Coin purchase revenue from Sweeps Coin redemption liabilities, modelled at the state level to account for regulatory risk. Each of the 45 accessible states was weighted by population, smartphone penetration, and proximity to regulated online casino alternatives (states without legal online casinos showed 2.3x higher sweepstakes adoption).

The unit economics model was built around the reality of low conversion / high ARPPU: we modelled the player funnel from free registration through first Gold Coin purchase to repeat purchasing behaviour, with cohort-level decay curves calibrated against industry benchmarks. The revenue model included scenario analysis for progressive state-level bans, showing the board exactly how much GGR was at risk under three regulatory trajectories.

We also designed the promotional economics — welcome bonus sizing, daily login reward structures, and referral incentive programmes — with a clear link to LTV payback periods rather than the "spray and pray" approach most sweepstakes operators were taking.

Key insight: The studio's original model projected revenue based on MAU growth alone. Our analysis showed that ARPPU concentration was the real lever — the top 8% of paying users generated 61% of Gold Coin purchase revenue. We redesigned the VIP tier structure and coin package pricing around this insight, projecting a 28% increase in revenue per paying user without increasing the conversion rate. The model also revealed that Texas and Florida combined were worth more than California to the business, reducing the perceived impact of the CA ban from catastrophic to manageable.

The outcome

The platform launched with over 800 games from tier-one providers, a mobile-first progressive web app, and the pricing and promotional architecture we designed. The financial model was used to raise a $6.2M Series A from investors who had previously only backed regulated gaming companies — the dual-currency P&L and state-level risk modelling gave them confidence in a segment they'd been hesitant to enter.

Within the first four months, paying conversion hit 14.2% (above the 12% industry average), and ARPPU tracked 22% above the base case — largely attributable to the tiered coin package structure and VIP programme economics we designed into the model.

Business model architecture Commercial finance Regulatory risk modelling Fundraise readiness LTV & pricing strategy
Case study 03 — Prediction markets

Financial architecture for a peer-to-peer sports exchange platform

A fintech team with deep experience in DeFi and order-book exchanges wanted to build a regulated peer-to-peer sports betting exchange — the first to launch under the UK's evolving prediction market framework. They had engineering talent but no iGaming financial expertise.

$8M
Series A raised
2.4%
Take rate achieved
£340M
Y1 matched volume

The challenge

The team understood order books, liquidity pools, and matching engines. What they didn't understand was how iGaming economics actually work — the relationship between GGR, NGR, and take rate in a peer-to-peer context; how to model liquidity depth for sports markets that expire (unlike financial assets); and what a sustainable fee structure looks like when you're competing with both traditional bookmakers offering zero-commission promotions and existing exchanges.

They also needed a financial model that would satisfy both UKGC licensing requirements and institutional investors who were used to evaluating SaaS metrics, not betting KPIs.

What we built

We designed the complete financial architecture: a dynamic take-rate model that varied by market liquidity depth (lower rates on high-liquidity football markets to attract volume, higher rates on niche markets where the exchange provided genuine price discovery); a maker-taker fee structure inspired by financial exchanges but adapted for the betting context; and a market-making reserve fund model that ensured minimum liquidity on launch markets without exposing the platform to directional risk.

The P&L model translated exchange mechanics into investor-friendly metrics: matched volume as GMV, take rate as net revenue margin, active trader count as MAU, and liquidity provider incentives as customer acquisition cost. We built a 5-year projection with three scenarios tied to regulatory outcomes — full UK approval, restricted licence, and pivot to international markets.

Key insight: The team's original fee model was a flat 3% commission on winnings — standard for existing exchanges. Our analysis showed that a tiered maker-taker structure (0.8% maker / 1.6% taker, scaling with volume) would increase matched volume by an estimated 60% while only reducing per-trade revenue by 12%. The net effect: significantly higher total revenue and a deeper, more attractive order book for all participants.

The outcome

The platform secured an $8M Series A within 4 months of our engagement completing, with the lead investor specifically citing the financial model's sophistication and the clear translation between exchange mechanics and traditional iGaming KPIs. The tiered fee structure was adopted as designed.

In its first year of operation, the exchange matched £340M in total volume across football, tennis, and US sports markets — with the effective blended take rate settling at 2.4%, above the 2.1% base case in our model.

Prediction market design Fee architecture Business model architecture Fundraise readiness Regulatory strategy
Case study 04 — Business intelligence

Predictive churn modelling for a mid-market European casino operator

A multi-brand online casino group with operations across the UK, Italy, and Spain was losing high-value players to competitors — and their retention team was always two weeks too late. They needed a system that could see churn before it happened.

-41%
VIP churn rate
14d
Prediction lead
$2.8M
Retained annual GGR

The challenge

The operator ran a traditional CRM-driven retention programme: when a player's activity dropped, they'd trigger a bonus. By that point, the player had usually already opened an account with a competitor. The median time between a VIP player's last session and the retention offer was 19 days — far too late for players being actively targeted by rivals.

Their existing BI stack could tell them what happened yesterday. What they needed was a system that could tell them what would happen in two weeks.

What we built

We developed a gradient-boosted classification model trained on 18 months of historical player data across all three markets — approximately 2.4 million player records. The feature set included 47 behavioural signals: session frequency decay curves, deposit velocity changes, game-type migration patterns, bonus-to-deposit ratios, time-of-day drift, and cross-brand activity indicators.

The model was calibrated to flag players with a >65% probability of churning within 14 days, segmented into three risk tiers. Each tier triggered a different intervention pathway — from personalised game recommendations for moderate risk, to direct VIP manager outreach with tailored retention offers for critical risk players.

Key insight: The strongest single predictor of churn wasn't declining deposit frequency — it was game-type migration. When a long-tenured slots player suddenly started playing live dealer games, they were 3.2x more likely to churn within 21 days. The hypothesis: they were "shopping" for experiences their current platform did well elsewhere, signalling dissatisfaction before their wallet reflected it.

The outcome

Within the first quarter of deployment, VIP segment churn decreased by 41%. The average intervention now happened 14 days before projected last session — versus 19 days after under the old system. That 33-day swing translated to $2.8M in retained annual GGR, against a total engagement cost of under $200K.

The model was subsequently extended to mid-tier player segments and integrated into the operator's real-time CRM pipeline, with predictions refreshing every 6 hours.

Predictive churn modelling LTV segmentation BI dashboard build Commercial finance

Ready to build yours?

Every engagement starts with a conversation. Tell us what you're working on.

Let's talk