Get diligence-ready before diligence starts.
Whether it is a Series A lead or an acquirer, someone is going to rebuild your numbers from the ledger. If their version and yours disagree, the deal slows down and the price moves. We find the gaps first and close them.
At a glance
- For
- SaaS companies raising or selling in the next 6 to 12 months
- Timeline
- Typically three to six weeks
- Output
- Quality-of-revenue analysis, data room financials, Q&A prep
- Pricing
- Scoped per deal
Six ways good companies lose leverage.
None of these are fraud. All of them cost time, credibility and, eventually, price.
ARR doesn’t rebuild
The deck says one number; the ledger supports a lower one. Usually definitions, sometimes double-counted subscriptions.
Churn depends on who you ask
Failed payments, re-created subscriptions and entity migrations inflate churn, or hide it.
Deferred revenue doesn’t roll
Annual prepays recognized the wrong way make revenue lumpy and margins hard to trust.
Customer counts don’t match
CRM, billing and accounting disagree, so concentration and cohort analysis wobble under questioning.
The forecast has no history
A plan that has never been compared to actuals reads as a wish, not a forecast.
Answers take days
Every follow-up becomes a fire drill when the numbers live in five spreadsheets.
Numbers that survive a rebuild.
Everything an investor’s or buyer’s analyst will ask for, prepared, checked and explained before they ask.
Quality-of-revenue analysis
ARR and MRR rebuilt from billing and the ledger, with every difference explained.
Retention and cohorts
NRR, GRR and logo churn by cohort, with churn definitions written down and applied consistently.
Customer concentration
Top customers, contract terms and renewal timing, consistent across CRM, billing and the books.
Deferred revenue roll-forward
Billings, deferred revenue and recognized revenue that agree, month by month.
Data room financials
The financial section of the data room, organized the way analysts work through it.
Management Q&A prep
The questions you will get, the answers, and the support behind each one.
From the field
A vertical SaaS company heading into a transaction reported gross revenue retention of 91.5%. Correcting payment-failure re-creations and an entity migration roughly halved reported churn dollars, and retention went from a question mark to a selling point.
When a deal is coming, start early.
Readiness work is scoped per deal, and included on Scale. Most companies start with the Sprint, which shows in two weeks what an analyst would find.
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Finance Automation Sprint
StartTwo weeks
Your systems connected, one honest view of your numbers, and three workflows you keep.
$3,500 flatYour setup for Essentials; credited on Growth and Scale. -
Fractional CFO plans
StayEvery month
Perch, your monthly package, and an analyst in your Slack: the right numbers, the moment you need them.
- EssentialsGet your numbers in order.$1,500/mo
- GrowthMake bigger decisions, faster.$3,500/mo
- ScaleFull financial leadership.$6,500/mo
From $1,500 a monthEssentials, Growth or Scale. Published pricing. -
Raise & diligence readiness
When a deal is comingThree to six weeks
Your numbers rebuilt, checked and explained before an investor or buyer asks.
Scoped per dealIncluded on Scale.
Is this the same as a quality of earnings report?
No. A quality of earnings report is an independent accounting firm’s work, usually commissioned by the buyer or lender. We prepare you for it: we find and fix what their analysts will find, so the report confirms your numbers instead of rewriting them.
How long does it take?
Typically three to six weeks, depending on how clean the underlying data is. Start before the process does; it is far cheaper than fixing numbers mid-diligence.
Do you work on the buy side?
Our focus is fundraise and sell-side readiness for SaaS companies. For buy-side work, ask; we will tell you honestly whether it is a fit.
How is it priced?
Scoped per deal, after a call and a look at your data. If you are already on Scale, readiness work is part of your plan.
Keep reading
Raising or selling in the next year?
Book 30 minutes. We will tell you what an analyst is likely to find in your numbers, and how long it would take to fix.