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OUR SERVICES

Financial Expertise for SaaS Companies

Financial Strategy

Our strategic financial planning services help SaaS companies navigate growth challenges, optimize resource allocation, and prepare for fundraising or exit events.

  • • Long-term financial roadmapping
  • • Growth modeling and scenario planning
  • • Investment and fundraising strategy
  • • Board and investor relations
Financial strategy session
SaaS metrics dashboard

SaaS Metrics & Reporting

We help you track, analyze, and optimize the key metrics that drive SaaS business success, providing clear insights and actionable recommendations.

  • • MRR/ARR analysis and forecasting
  • • Customer acquisition cost (CAC) optimization
  • • Lifetime value (LTV) calculation
  • • Churn analysis and retention strategies
  • • Custom executive dashboards

Cash Flow Management

Optimize your cash flow to extend runway, improve operational efficiency, and ensure sustainable growth for your SaaS business.

  • • Cash flow forecasting and modeling
  • • Burn rate optimization
  • • Working capital management
  • • Revenue recognition strategies
  • • Subscription billing optimization
Cash flow management

ENGAGEMENT OPTIONS

Startup

$2,500/month

For early-stage SaaS companies seeking foundational financial guidance.

  • • 10 hours monthly support
  • • Basic financial reporting
  • • Cash flow management
  • • Monthly review meetings
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Growth

$5,000/month

For scaling SaaS companies preparing for significant growth or fundraising.

  • • 20 hours monthly support
  • • Advanced SaaS metrics dashboard
  • • Financial strategy development
  • • Investor-ready reporting
  • • Bi-weekly review meetings
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Enterprise

$10,000/month

For established SaaS companies requiring comprehensive financial leadership.

  • • 40+ hours monthly support
  • • Comprehensive financial management
  • • Board & investor relations
  • • M&A and fundraising support
  • • Weekly strategic meetings
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Ready to Transform Your Finances?

Schedule a consultation to discuss your specific needs and how we can help.

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