The Beacon9 SaaS Business Evaluation is the first step for SaaS companies that want to accelerate growth, prepare to raise capital, or understand their readiness for acquisition. The result is a set of objective and subjective scores with recommendations, based on seven key functional areas.
Seven Beacon9 SaaS Business Evaluation Areas
We evaluate seven key areas of your SaaS company based on a series of video conferences and our guided data requests. The result of the engagement is a comprehensive report with actionable recommendations based on your company’s relative health, maturity, scale, and objectives. The Beacon9 SaaS Business Evaluation is designed for companies looking for opportunities to accelerate growth, preparing to raise growth capital or considering an exit/liquidity event.
Revenue
Evaluation of revenue strengths, weaknesses, and opportunities through the lenses of:
- Growth
- Quality
- Customers
- Expansion
- Trends
Sales
Evaluation of sales strengths, weaknesses, and opportunities through the lenses of:
- Efficiency — Acquisition Cost
- Scalability
- Compensation
- Process and Measurement
- Technology
Marketing
Evaluation of marketing strengths, weaknesses, and opportunities through the lenses of:
- Efficacy — Acquisition Cost
- Channel Strategy
- Data Strategy
- Process and Measurement
- Technology
Culture
Evaluation of cultural strengths, weaknesses, and opportunities through the lenses of:
- Talent Retention
- Environment
- Vision and Values
- Talent Measurement
- Talent Acquisition
Operations
Evaluation of operational strengths, weaknesses, and opportunities through the lenses of:
- Capital Efficiency
- Revenue Recognition
- Documentation
- Processes & Measurement
- Technology
Product
Evaluation of product strengths, weaknesses, and opportunities through the lenses of:
- Lifecycle
- R&D Investment
- Barriers to Competition
- Pricing, Packaging, Upsell
- Reliability and Sustainability
Customer Success
Evaluation of customer success strengths, weaknesses, and opportunities through the lenses of:
- Customer Retention
- Revenue Retention
- Up-sells/Cross-sells
- Onboarding
- Process and Measurement
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.
SaaS Business eBooks from Beacon9
