Helping a SaaS Client Secure $2 Million in Funding

Background:

A SaaS startup with strong growth struggled to attract institutional investors due to unorganized financial data and lack of structured reporting.

Challenge:

• Incomplete revenue recognition practices.
• No clear financial forecasting.
• Investor presentations lacked credibility.

Solution:

We restructured their revenue recognition policies to align with GAAP, prepared 3- year financial forecasts, and built professional investor-ready reports. We also coached the founders on presenting financials during pitch sessions.

Results:

• Within 6 months, the SaaS firm successfully raised $2 million in venture capital funding.
• Investors praised the clarity and professionalism of their financial reporting.
• The company scaled from 12 to 40 employees within a year.

Impact:

Our support positioned them as an attractive investment, and we remain their long-term accounting partner as they expand internationally.