SaaS financial modeling services


Technology is powerful but can’t understand your business; humans can understand but can’t scale. Together they are unstoppable. Our unique blend of technology and financial expertise gives you the proper strategic support needed for every stage of your business. We work with you to deliver never-seen-before data and analysis at one low, all-in monthly fee.


Financial Modeling Solutions

SaaS modeling is hard to get right. We aggregate your various data sources and feed it into our proprietary financial modeling software. Leaving you with a fully-functional working model, and the ability to answer “what-if” questions using scenario analysis.

Financial Budgeting & Forecasting

We build and update financial budgets and cash flow forecasts based on your key business drivers. With this, you get three statement functional budget & forecasts and variance analysis.

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KPI Dashboard and Strategy

We define and execute your overall KPI strategy tailored to the unique needs of your SaaS business, including a customized KPI dashboard that provides predictive analysis into future business performance.

Board & Management Reporting

We provide the right business data so that you can present with confidence. Get the most out of your board meetings with top notch reports and insights.


Benchmarking Services

We monitor how your metrics rank against the industry norm. You’ll get a catalog of globally recognized SaaS KPIs and “best in class” performance insights.

Management Consulting

We provide an expert’s perspective and give you practical advice on how to improve performance of your recurring revenue, net retention, pricing strategy, and cost optimization.


M&A Advisory

We guide you through every step of the buy-side and sell-side M&A process, including M&A strategy, target evaluation and post-merger integration support.

Portfolio and Institutional Services (VC/PE)

We standardize and optimize your most frequent reporting needs across your investment portfolio. No more time wasted attempting to extract necessary performance indicators monthly and quarterly.


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