Business financial services as innovative as you.

Best-in-class materials and strategic insights to help you improve retention, raise capital and be confident in your numbers.

 

Financial Modeling

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KPI Dashboards

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White-Glove SaaS Expertise

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Our solutions have helped our clients raise over $200M of institutional capital from
some of the biggest names in Venture Capital, Growth Equity & Private Equity.

 

Reimagining outsourced CFO services.

 
 

US

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  • SaaS and Technology Expertise

  • Transparent Monthly Pricing

  • Analytics & Data-Driven

  • Fast & Nimble

  • Tech-Enabled

  • Automation-Focused

THEM

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  • Generalists

  • Bill Hourly

  • What are Analytics?

  • Slow. Really Slow.

  • Quickbooks is all I know

  • Incentivized to bill more hours

 
 

From dashboards to decisions.

Our simple approach makes sure your business hits its maximum potential.

 
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Cleanse

Set up, aggregate, normalize,
and validate data across fragmented systems.

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Vet with Tech

Run hundreds of theoretical possibilities so you know what's achievable.

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Analyze with Experts

Develop exactly What, When, and Where you should invest time / resources.

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Go

Provide initial blueprint and ongoing strategic support for maximum potential.

 

A few of our happy customers.

 
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“The KPI Sense team took a fundamentally different approach to my business than any other outsourced CFO I have worked with. The other CFO firms didn't understand SaaS or all the different KPIs and metrics and couldn't seem to keep up with all of my data. Once I signed on with the KPI Sense team, I felt relieved. They understood my business, were easy to work with, fast, and most importantly, made me feel comfortable with my numbers again.”

Ethan Linkner - COO @ LearnCore

 
 

Decide with experts. Scale with tech.

 
 
 
 

 

Want to learn more?

Speak with an expert for a hassle-free consultation on how we can help your business.