Beacon9 SaaS Business Advisory services take a holistic view of the organization’s performance. If you’re a SaaS founder, CEO, executive, board member, banker or investor, we may be able to help you improve the core metrics of the company and accelerate growth. We know what it takes to execute because we’ve executed ourselves.
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.
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.
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.
SaaS Business Advisory Programs
Beacon9 SaaS business advisory services may be delivered as individual projects or over the course of a retainer. Scope, evaluation period, planning period, and deliverables vary based on specific needs, but common programs are outlined below.
Recurring Revenue Metrics & Management
Deliverable is an evaluation of recurring revenue strengths, weaknesses and opportunities with a look at historical performance, current state, and future goals. Our scope may include:
- Analysis of Revenue Streams
- Revenue Retention Analysis
- Expansion Revenue Analysis
- Measurement & Reporting
- Institutional Readiness
Deliverable is an evaluation of scalability which may include revenue, organizational and capital needs. Our scope may include:
- P&L Planning
- Balance Sheet / Capital
- Cash Flow
- Facilities / Infrastructure
Deliverable is an evaluation of current culture including strengths, weaknesses, and opportunities. Our scope may include:
- Leadership / Vision
- Talent Retention
- Ratings & Reviews
Deliverable is an evaluation of your company’s institutional readiness. Our scope may include:
- Revenue Validation
- COGS Validation
- Processes & Documentation
- Management Team