Built for Deals.
Embedded for Impact.
We build the financial foundations required for successful transactions. Starting with a structured diagnostic, we address the gaps that derail deals, so our clients enter transactions from a position of strength.
How We Deliver
Diagnostic
We assess reporting, SaaS metrics, models and strategy to pinpoint growth levers, value drivers and the gaps holding valuations back.
The Output: Prioritised deal readiness assessment.
Deal Roadmap
Stakeholder Alignment. We work with executives, board, investors and advisors to align on findings, validate priorities and build consensus on a structured pathway.
The Output: Deal roadmap with stakeholder alignment to clear milestones.
Deal Preparation
We embed into teams to build or upgrade financial models, metrics, governance frameworks, IMs, data rooms, and VDD. Structured execution and accountability to deliver deal roadmap.
The Output: Investment grade deal materials.
Deal Execution
We run capital raises, and provide deal assist on exits. From pitch preparation to diligence management, legals and close.
The Outcome: Stronger valuations, without surprises.
Where We Focus
Once the diagnostic and alignment are done, most of our work falls into three areas. These are the typical areas we support in deal preparation and execution, with deliverables tailored to each circumstance and company needs.
Financial Infrastructure
Turn Finance Into a Valuation Enabler
The best companies treat finance as the engine to articulate valuation during a transaction. We architect the systems, processes, and reporting that provide simple clarity on performance and potential.
- SaaS Metrics & Reporting: Unit economics, cohort analysis, and KPIs that tell your real story
- FP&A & Forecasting: Driver based models that connect strategy to execution
- Board & Investor Packs: Materials that demonstrate control and build confidence
Transaction Preparation
Deals From a Position of Strength
Successful transactions require more than good metrics - they need the operational substance to support ambitious narratives. We ensure you're genuinely ready, not just polished.
- Readiness Assessments: Systematic review to identify and address gaps before they matter
- Investment Materials: IMs, models, and data rooms built to withstand scrutiny
- Governance & Structure: Frameworks that demonstrate maturity, and remove obstacles to a deal
Strategic Deal Capacity
Expert Deal Capability During Critical Moments
Transactions create competing demands precisely when execution matters most. We provide the specialised capacity to maintain momentum on all fronts.
- Embedded Deal Team: Senior resources who understand your business from the inside
- Structuring Support: Commercial guidance on deal terms and mechanisms
- Post-Transaction Continuity: Ensuring operational momentum through completion
Pricing and Engagement Model
We structure engagements to align our success with yours, combining predictable costs with performance incentives.
Retainer + Success
Monthly retainers for embedded work, with success fees tied to transaction outcomes
Flexible Terms
Engagement structures tailored to your stage and circumstances
Equity Participation
Open to taking scrip where appropriate for long-term alignment
FAQs
Growth stage SaaS companies in the $5M to $50M ARR range, and the investors who back them. We care more about complexity and transaction timelines than strict stage labels.
Ideally 6 to 12 months before a transaction. That gives time for broader impact rather than rushed preparation, though we can still help when timing is tight.
We start by understanding where you are and where you need to be for a transaction. Then we focus on the gaps - usually financial reporting infrastructure, investor grade metrics and models, and deal readiness. We work inside your business, not at arm's length.
Most engagements run six to twelve months around a transaction window, with intensity increasing as a deal approaches.
We've been SaaS CFOs, so we know how hard it is and what investors expect. We're classically trained from KPMG and EY transaction teams. The Big 4 do good work, but our model is different: we embed early and move quickly without the process overhead or the price tag. We partner with them when it makes sense.
No. We're not fractional CFOs or bookkeepers. We work alongside your finance team to bring deal experience and focus on the work that matters for transactions - reporting, metrics, models, and readiness.
Corporate advisors and bankers usually start in parallel, or deeper in the process once you're ready to transact. We help build that readiness from the inside out, then work with them to make the process more efficient and effective.
Yes. We maintain a network of fractional CFOs, senior finance leaders and capable juniors. Where there's a gap in the team we can help find the right people and plug them into the work.