We leverage artificial intelligence to automate SaaS finance and streamline due diligence for buy-side and sell-side professionals. Investor-grade clarity. Operator-speed execution.
Experience guiding SaaS companies with ARR from $3M to $150M — helping founders raise capital, navigate acquisitions, and close high-value exits with confidence.
$3M–$150M ARRWe apply the same frameworks used by top-tier SaaS acquirers, giving founder-led teams institutional-grade financial clarity without the institutional cost.
Institutional QualityOur AI engine compresses weeks of manual financial work into hours — automated reconciliation, real-time SaaS dashboards, and intelligent anomaly detection built in.
AI Automation100% focused on subscription businesses. We master ARR, MRR, churn, CAC, LTV, and revenue recognition so your team doesn't have to.
SaaS SpecialistEverything a scaling SaaS company needs — from clean books to successful exits — delivered by one AI-powered team.
Automated reconciliation, categorization, and month-end closes — completed in 7 days with machine learning plus expert review. Audit-ready by default.
Real-time visibility into ARR, MRR, NRR, churn, CAC and LTV — all updated automatically from your billing system.
CFO-caliber guidance on demand — board reporting, fundraising support, budgeting, and financial strategy for $3M–$50M ARR businesses.
Dynamic financial models mapping pricing changes, headcount plans, and growth scenarios to cash runway and investor expectations.
Our AI ingests data rooms, QoE reports, and financial models in hours — surfacing risks and opportunities manual review would take weeks to find.
We identify and screen acquisition targets using proprietary SaaS valuation frameworks, helping you move confidently on the right deals.
We position your business for maximum valuation — clean books, compelling narrative, and AI-assembled data rooms that impress the most sophisticated buyers.
Targeted outreach to strategic and financial buyers, with expert negotiation support to protect your interests and maximize your outcome.
A PE-backed acquirer needed rapid diligence on a HR SaaS target. Our AI ingested 2,400 documents, normalized 3 years of financials, and flagged $1.8M in ARR adjustments — all in 8 days.
Similar situation? Let's talk →We prepared a bootstrapped $2.6M ARR company for sale — cleaning 4 years of books, building an AI data room, and running a competitive process that attracted 7 qualified buyers.
Planning an exit? Let's talk →A fast-growing FinTech SaaS was closing books in 21+ days with costly errors. We automated their reconciliation workflow and brought close time down to 6 days.
Want faster closes? Let's talk →A developer-tools company needed institutional-grade financials for their Series A. We built the investor model, prepared board materials, and led financial diligence — closing in 90 days.
Raising capital? Let's talk →Supported a search fund acquirer through full financial DD on an e-commerce SaaS. We identified $640K in normalized EBITDA adjustments and structured the earn-out to protect the buyer.
Acquiring a business? Let's talk →We led financial preparation and buyer outreach for a PE-backed legal SaaS at $18M ARR. Our AI-driven data room drove a competitive process resulting in a premium strategic acquisition.
Ready to exit? Let's talk →We audit your financial stack, connect our AI to your data sources, and identify gaps — typically live within 48 hours.
AI handles reconciliation, DD extraction, and SaaS dashboards. What took weeks now takes hours.
Real-time visibility into every metric that matters. Investor-grade reporting, always on, always accurate.
With clean data and expert guidance, we drive your raise, acquisition, or exit from LOI to close.
Whether you're preparing for a raise, evaluating an acquisition, or need investor-grade books — we're built for SaaS. Book a free 30-minute discovery call.