
We’re founders and operators who have done it. Our SaaS advisory helps tech companies grow faster.
Sales • Marketing • Customer Success • Culture • Operations/Institutional Readiness
Evaluation
We’ll assess your SaaS company’s strengths and weaknesses using metrics and interviews to thoughtfully determine why the numbers are what they are. Once we understand the present, we can focus on the future.
Planning
Next, we’ll develop what we learned in the evaluation phase into an agile plan to shore up weaknesses and build on strengths. We’re experienced executives who will give you pragmatic goals and objectives.
Execution
When it’s time to execute, we can participate in board meetings, dedicated Slack channels, leadership standups, hiring evaluations, periodic check-ins, management sounding boards and more.
For SaaS companies that want to accelerate growth, raise capital or understand their readiness for liquidity, the Beacon9 business assessment is our recommended first step. The result is a set of objective and subjective scores and recommendations, based on seven key functional areas.
SaaS Advisory Outcomes
Capital-efficient growth
Reduce revenue churn, increase customer retention and LTV
Reduce CAC and recover faster (increase your magic number)
Create a high-performing, high-efficiency sales team
Build an agile, data-driven, accountable marketing machine
Improve talent acquisition and retention
Adopt a modern, lean tech stack
Develop go-to-market planning
Prepare for investment or liquidity (institutional readiness)