CFO leadership built for recurring revenue.
Subscription businesses are judged on metrics most finance functions were never built to produce — ARR quality, retention, burn efficiency, and the story they tell together. We bring dedicated CFO leadership to SaaS companies so the numbers are ready before investors, boards, or buyers ask.
Financial leadership across the software and subscription landscape.
Venture-backed SaaS
Board-grade reporting, runway management, and financials that hold up under term-sheet scrutiny.
Bootstrapped & founder-led software
Disciplined finance from early revenue onward, sized to the stage of the business.
B2B subscription platforms
Annual contracts, usage-based pricing, and the deferred revenue dynamics they create.
PE-owned software companies
Value-creation plans, KPI discipline, and reporting cadences sponsors expect.
Hybrid service-and-software businesses
Separating product revenue from services so each is measured and valued on its own merits.
SaaS companies approaching a transaction
ARR scrubbed to acquisition standard, where revenue quality drives the multiple.
Where SaaS finance falls short.
- 01Cash collected today mistaken for revenue earned today — inflating results and mispricing the business
- 02MRR, ARR, NRR, and CAC payback that don't reconcile to the financial statements
- 03Deferred revenue treated as an afterthought — and it's the first thing diligence examines
- 04Burn and runway managed by bank balance instead of by model
- 05Pricing and packaging decisions made without unit-economics grounding
- 06Fundraising and exit processes that stall because the data room wasn't ready
Dedicated CFO leadership for software operators.
ARR & metrics architecture
MRR/ARR roll-forwards, retention, and efficiency metrics built from the ledger up — consistent, defensible, and board-ready.
Forecasting & runway management
Operating models that connect growth plans to cash reality, updated as the business moves.
Unit economics & pricing
CAC payback, gross-margin discipline, and pricing strategy grounded in what each cohort actually returns.
Board & investor reporting
Reporting cadences that build credibility with directors and sponsors instead of consuming the team.
Fundraising support
Models, materials, and data-room preparation from a team that has sat on the company side of diligence.
Exit & transaction readiness
Revenue quality, financial hygiene, and diligence preparation that protect valuation when it matters most.
Have the numbers ready before they're asked for.
The most expensive time to fix your financial story is mid-diligence. A conversation now is the inexpensive alternative.