SaaS/Tech

SaaS Application

Stage:
Growth
Size:
$78M Valuation / 25 Employees
Structure:
Equity Backed
Locations:
New York, NY

Assignment

Ready the existing operating business for revenue ramp and assist with all preparatory efforts for Series B and later capital raises. Develop corporate infrastructure in the human resources, finance & accounting, and sales/marketing departments to facilitate geographic expansion. Install focused committees to facilitate organized dialogue between disparate stakeholders and personnel.

Services Provided

Finance:

  • Budget Development & Management
  • Corporate Governance
  • Investor Reporting
  • Pro Forma Modeling

Strategy:

  • Human Resources Management & Training
  • IT Infrastructure & Planning
  • Organizational Design Policies/Procedures Development &Implementation
  • Regulatory Compliance

operations:

  • Business Development
  • Business & IP Valuations
  • Contract Negotiations
  • Fundraising
  • Growth Strategy Development & Execution
  • Investor Relations
  • Sales & Marketing

Results

Developed internal silo structures and currently sit on or chair four distinct committees. Completed base case valuation underwriting to facilitate institutional third-party capital raise. Capital stack rehabilitation is currently in process. Developed comprehensive remapping of corporate hierarchy, including revised roles and responsibilities. Maintain advisory board seats.