TOP-TIER DATA ANALYTICSAND TRANSACTIONDILIGENCE FOR SMBCOMPANIES

Business skyline

We understand SMB companies and support investors throughout the ownership period

from pre-deal analyses and due diligence to post-closing reporting and portfolio optimization.

SAASANALYTICS

KEY OUTPUT

SMB software companies often operate with multiple systems, manual exports, and inconsistent analytical logic.

We build automated data structures and dashboards that deliver reliable, investor-grade SaaS reporting - backed by human validation to ensure accuracy and consistency, without draining management resources.

ARR BREAKDOWNS

Track recurring revenue growth over time with full transparency on new sales, expansion, contraction, and churn.

ARR DEVELOPMENT

See the composition of ARR by product, segment, or geography to understand where growth and margin originate.

COHORT ANALYSIS

Visualize retention and expansion by customer cohort to identify patterns in churn and lifetime value.

NET & GROSS RETENTION

Measure the strength of recurring revenue through detailed net and gross retention tracking.

SAAS KPI DASHBOARD

A unified dashboard that consolidates all key analyses - ARR, NRR, churn, CAC, LTV - refreshed automatically and ready for investors.

FINANCIALDUEDILIGENCE

WHY FUNDS WORK WITH US?

TOP-TIER STANDARD. SMB PRICING. DEEP SAAS UNDERSTANDING.

Our approach is designed for the SMB market — combining top-tier standards with the flexibility, focus, and fair pricing of a specialized boutique.

We understand the realities of smaller companies: limited resources, incomplete data, and systems that rarely reconcile perfectly.

Our strength lies in bridging those gaps efficiently. The same quality and precision as major advisory houses — built for the speed and scale of SMB transactions.

SMB FOCUS

SMB FOCUS

Lean, fast, and priced to match deal size.

SENIOR ATTENTION

SENIOR ATTENTION

Every project led by experienced partners.

TOP-TIER STANDARDS

TOP-TIER STANDARDS

Raised in the big four. Refined for SMBs.

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