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Beacon9 SaaS Advisory

SaaS Business Advisors in Nashville, TN

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Business Evaluation

Beacon9 SaaS Business Advisory Evaluation Snapshot

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

SaaS Marketing Guide from SaaSX
eBook: Building the SaaS Sales Team — SaaSX
eBook: Guide to SaaS Growth Metrics — SaaSX
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