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SERVICES

FINANCIAL CONSULTING

  • Financial/Operating Models

  • Revenue Quality, analysis and determinations

  • Net Revenue (Churn, Expansion, Contraction) Analysis

  • You don't know if your P&L is accurate

  • Earn customers through efficient acquisition, not buy customers through excessive spending

RAISING &
FUNDING 

CONSULTING

  • You are having trouble raising or knowing where to start.

  • Diligence Preparation

  • DataRoom and Asset/Document Categorical System

  • How your business will be valued and critiqued.

  • You don't know when to raise, or when you may run out of cash.

  • Financial or Revenue Management System may be inadequate.

  • You don't know the investor vocabulary. Difficult to understand what they are asking or telling you. 

METRICS
CREATION

Measuring What Matters

  • Dashboard/Metrics Monitoring assistance

  • SaaS KPI’s and benchmarks

  • Customer Acquisition Costs

  • Churn Rates and How to distinguish

  • Life Time Value

  • True Gross Margin

  • Which Metrics matter and why

  • Capital Efficiency vs. Spend to Growth

SALES
CONSULTING

  • Sales funnel analysis

  • Rep coaching

  • Sales process optimization

  • Process documentation

  • Scaling a winning sales team

  • Go To Market Strategy

  • Customized sales playbooks to scale sales teams.

  • Sales team assessments & metrics planning

HUMAN
RESOURCE
MANAGEMENT

  • Hiring Plans and Strategy

  • Communications Plans

  • Talent Development Strategy

  • Hiring process and culture fit

  • Benefits Analysis and Costing

  • True Human Capital Cost

  • Employee Retention 

  • Regulatory and Compliance Policies

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