Deliberately Different

Deliberately Different

We bring the right mix of structure, capability and hustle to financial decision making, integrating real deal experience where it actually matters.

We’ve been on both sides of the deal table. We know what investors look for, and know how to align execution towards deal outcomes.

Built for Deals

We roll up our sleeves and create the actual infrastructure, models and materials to deliver stronger transactions. This practical and embedded approach builds deal readiness into daily operations.

SaaS + AI

We understand how GTM, product, AI strategy, and moats translate into narratives that increase valuations.

Mobilise Quickly

We get on the tools within days, particularly when deals are in motion and timing matters. Everything we do has transaction outcomes in mind, having done it before, we just know what works.

We Collaborate

We sit between your CFO, corporate advisers, and investors, coordinating the work that makes everyone more effective. Uniquely building transactions from the inside out.

Why It’s More Effective

Deliberately Different

Substance Beats Polish

Even the most capable teams are often stretched to run a business and a transaction at the same time, or may not have deep transaction experience.

By embedding early, we build the substance and data that underpins stronger valuations. Our capability better aligns operations with what investors value, and our approach means no scrambling when deals arrive.

This means our clients enter transactions fully prepared, and both valuations and deal outcomes reflect it.

Our Team

Our Team

Former SaaS CFOs and Big 4 deal advisers.

Patrick (Pat) Lynch, Founder and Principal of Scale Ventures, Australian SaaS and AI transaction adviser, formerly KPMG Deal Advisory Director and SaaS CFO
Patrick Lynch
Founder and Principal

With two decades of experience and over $6 billion in completed transactions at KPMG Deal Advisory, Pat has also served as a strategic SaaS CFO for private equity and venture capital-backed companies.

Harry Brown, Engagement Lead at Scale Ventures, Australian SaaS and AI transaction adviser, formerly EY Transaction Services
Harry Brown
Engagement Lead

Harry brings over a decade of experience at EY Transaction Services, supporting SaaS, technology, and private equity transactions through comprehensive deal support.

Mark Forrest, Strategic Adviser at Scale Ventures, SaaS CFO and board member, formerly PwC, M&A and capital markets specialist
Mark Forrest
Strategic Advisor

Mark brings foundational experience at PwC and a proven track record as a SaaS CFO and Board Member across high-growth, technology-driven organisations. He brings deep expertise in M&A, capital markets, and IPO execution.