Client Background

A SaaS startup preparing for Series A funding. Their platform had 3,000 users and $2M ARR (Annual Recurring Revenue).

Challenges

– No financial projections or standardized reporting.
– Investors demanded reliable forecasts before funding.
– Leadership lacked visibility into churn and CAC (customer acquisition cost).

Our Solution

– Built a detailed 3-year financial model with revenue, expenses, and growth scenarios.
– Implemented SaaS-specific KPIs (LTV, CAC, churn, ARR growth).
– Prepared board-ready financial decks.
– Provided CFO advisory during investor negotiations.

Results

✅ Secured $5M in Series A funding.
✅ Leadership gained monthly KPI dashboards for decision-making.
✅ Improved cash management extended runway by 9 months.
✅ Established credibility with investors through structured reporting.