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Designing an Innovative Go-To-Market Strategy for CapSource's Dynamic Case Library

Last Updated: 03/24/2026

Case Organization


www.capsource.io

StartEd - NYU EdTech Incubator 2 MetroTech Center, Floor 8 Brooklyn, NY 11201

Case Contributors

Jordan Levy

Co-Founder @ Fun Fusers for 6 year(s)

in/lordanjevy

Jordan is a serial education technology entrepreneur.

He has started two EdTech companies that are helping students transition from education to work. His method is to integrate real companies into the learning process through hands-on collaborations that expose learners to new industries and job roles by working on real projects with real stakeholders and stakes.

CapSource makes it easy for schools and companies to build scalable experiential learning and experiential hiring programs. Through free, premium, and enterprise software solutions, CapSource helps educators and companies coordinate, manage, and scale high-impact case-based and project-based programs designed to help next-gen talent learn, network, and get hired. Since 2017, CapSource has help 400+ different industry partners like DoorDash, True Religion, and the American Cancer Society collaborate with 8,000+ young professionals from over 150 global institutions including the University of Notre Dame, Harvard, and the SUNY System.

Jordan started his first education technology company, Real Time Cases (acquired), that raised over $2,000.000 in venture funding while an undergraduate at Lehigh University studying Accounting, Finance, and Entrepreneurship.

Outside of work, Jordan is passionate about cooking, hiking, traveling, sailing, tennis, public speaking, photography, mixology, and coaching/connecting fellow entrepreneurs.

Case Disciplines

Digital Marketing Growth Strategy Innovation Marketing Operations Product Design & Development Research & Development Strategic Planning

Skills & Expertise

Competitive Analysis Data analysis Digital Marketing Strategy Financial Modeling Growth Strategy Innovation Management Market Research Operations Strategy Presentation skills product development Project Management Risk Assessment SQL Stakeholder Engagement Strategic Planning Tableau
Background & Objective

The challenge or opportunity you are trying to address for the organization.

CapSource operates at the nexus of education and technology, offering a platform that connects academia with industry through real-world case studies. The company generates revenue by licensing its case library to educational institutions and businesses seeking to enrich their learning and development programs. CapSource's competitive advantage lies in its ability to offer highly customizable, industry-specific content that bridges the gap between theoretical knowledge and practical application. In the market, CapSource is perceived as an innovative leader, yet the challenge remains to maintain this status and continue driving value for its stakeholders. The educational technology industry is undergoing significant transformation, driven by advancements in digital tools, increasing demand for remote learning solutions, and a shift towards lifelong learning paradigms. Regulatory changes are also shaping the landscape, with a focus on data privacy and equitable access to educational resources. Technological change, particularly AI and machine learning, offers both opportunities and challenges for content personalization and delivery. Competition is fierce, with new entrants and established players vying for market share, pushing CapSource to continually innovate its offerings to stay ahead. The strategic importance of this moment cannot be overstated. As digital adoption accelerates, the opportunity to expand CapSource's reach and influence is immense. Failure to act decisively could result in lost market opportunities and diminished competitive positioning.

Learning Objectives

This is what students will learn as they complete the case.

This case challenges students to craft a strategic go-to-market plan for CapSource, requiring them to navigate the complexities of digital marketing, product innovation, and strategic growth. Engaging with this scenario will develop skills that are critical in the fast-paced world of educational technology.

  • Analyze CapSource's competitive position and identify growth opportunities within the edtech market.
  • Evaluate the effectiveness of different digital marketing channels for reaching target audiences.
  • Design product enhancements that align with user needs and technological trends.
  • Develop a comprehensive strategic growth plan that balances risk and reward.
  • Assess the financial impact of strategic initiatives on CapSource's bottom line.
  • Recommend actionable steps for geographic expansion and market penetration.
  • Synthesize stakeholder perspectives to ensure alignment and support for strategic initiatives.
  • Model potential scenarios and their implications for CapSource's strategic direction.
Key Action Items

These are activities and action items you might want to complete in order to achieve the expected outcomes.

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