Case Study
Preparing for Capital + Investor Readiness (PE-Adjacent SaaS Company)
A B2B SaaS company with strong top-line growth had no investor-grade financials, no scenario modeling, and no clear EBITDA story. Here’s how they changed that before capital conversations began.
Business type
B2B SaaS company
Annual Recurring Revenue
~$2.8M ARR
Capital Timeline
12–18 months to raise
The Situation
The company was growing—but not investor-ready.
- Strong top-line growth (~35% YoY)
- No clear visibility into true EBITDA
- Financials not structured for investor review
- Founder making decisions without scenario modeling
What We Identified
Through Profit Architecture + Capital Readiness:
- Customer acquisition costs rising without corresponding LTV clarity
- Expenses categorized in a way that obscured true profitability
- No formal financial model to support capital conversations
- Inconsistent reporting cadence
What We Implemented
- Rebuilt financial model with investor-grade structure
- Established clear EBITDA and margin visibility
- Developed 3-scenario growth model (base / aggressive / conservative)
- Aligned financial narrative with future capital strategy
The Outcome (within ~6–9 months)
- Clear, defensible financial story for investors
- Improved EBITDA visibility and cost discipline
- Founder able to confidently articulate growth strategy
- Entered early investor conversations from a position of strength
The Real Shift
Before:
Growth without readiness
After:
Growth with capital-aligned strategy
At a glance
35% YoY
Top-line growth at engagement start
3 models
Base / aggressive / conservative scenarios
6–9 mo.
Time to investor-ready financials
Full clarity
EBITDA and margin visibility achieved
See what your numbers are really telling you
Start with a Financial Truth session — we’ll surface the gaps in 90 minutes.