▸ Preparation

Typically, a VC-backed B2B SaaS company prioritizes rapid growth, often at any cost. If you're reading this, chances are you're not meeting those VC growth targets. In such cases, it's crucial to position your business more sustainably, especially since seeking funding with a high burn rate likely won't yield the best outcomes. Keep in mind, PE investors often place a higher value on downside protection compared to traditional VCs.

In this phase, our goal is to steer your company towards a more sustainable, breakeven, or profitable path. This not only enhances your appeal to potential PE growth investors but also increases your options, even if you decide against raising additional funds.

The steps involved will include::

• Profitability/Growth Tradeoff

• Churn Analysis and Segmentation

▸ Positioning

To maximize your outcomes, it's crucial to enter discussions with investors fully aware of how they evaluate businesses like yours. Understanding potential deal-breakers or factors that might diminish their interest, as well as issues likely to arise during due diligence that could lead an investor to withdraw or renegotiate their offer, is essential.

• Preparing for Quality of Earnings Diligence

• Preparing for Legal Diligence

• Preparing for Technical Diligence

• Financial Forecasting (that you can defend!)

▸ Promotion

In addition to inviting pre-vetted, high-quality PE investors to 'Demo Day', we will also collaborate with you to identify and engage with investors who are well-suited to your specific niche.

• Producing Marketing Materials

• Strategic Investor Analysis

• Investor Mapping & Outreach

▸ Picking

Unfortunately, the PE software sector is notably less transparent than the VC sphere, characterized by a broad spectrum of investment strategies. Not all of these strategies may align with your interests and those of your team. Preferences among founders at this stage can also vary widely—some may prioritize immediate risk reduction and value secondary investments, while others might have different focal points.

Regardless of the approach you favor, our goal is to secure multiple high-quality offers for you to choose from. We're here to assist in negotiating the offers you receive and in meticulously evaluating the various structures proposed, ensuring you make the best decision for your company