Our Services
We cover the full journey. Whether you're exploring a sale, raising capital, or getting your financial house in order — we bring buy-side discipline and a network of 10,000+ buyers to your business.
Stage 01
This is where every engagement starts. Share your recent financials — last 12 months of P&L, balance sheet, basic revenue breakdown — and we do the work before we ever get on a call with you.
Within 48 hours, you'll have a clear picture of what your business is likely worth, what's working financially, what's broken, and what a 6–12 month cleanup would realistically look like.
If you decide not to engage further, you still have a valuation and diagnostic. That's value delivered. No strings attached.
Stage 02
This is the core engagement. We embed alongside your business — typically for 6–12 months — to build the financial discipline and reporting infrastructure that makes you acquisition-ready.
This isn't bookkeeping with a senior title. We bring buy-side discipline to everything we touch. Every report, every dashboard, every financial process is built to the standard that acquirers, PE firms, and institutional investors expect to see when they open a data room.
And if you never sell? You still have a finance function that gives you real visibility into your business. That's a win either way.
Stage 03
When you're ready to sell, we activate our buyer network. We have visibility into 10,000+ pre-qualified buyers — PE firms, strategic acquirers, individuals, and institutions across the US and Europe — actively looking for SaaS and MSP acquisitions.
We facilitate introductions, manage the process, and stay involved through financial due diligence to close. Or if you're working with your own broker, we support the financial side of the transaction.
Also Available
Not every founder is looking to sell. If you're raising capital — whether it's your first institutional round or a growth-stage raise — we prepare your financials, models, and reporting to investor-grade standards.
We can also facilitate introductions to our investor network and support you through the fundraising process.
Who We Work With
$1M–$10M ARR. Considering exit or growth capital. Tired of running finance on instinct.
You've built something valuable. You want to know what it's worth and what it would take to get it ready for market. We show you — with a free valuation and a clear roadmap.
You need your numbers to be investor-grade. Financial models, unit economics, reporting — we build the financial foundation that gives investors confidence.
You've outgrown spreadsheets and guesswork. You want real financial visibility, clean books, and the discipline to make confident decisions. We deliver that — with or without a transaction.