From Bookkeeping Burden to Boardroom Clarity
How Outsourced Finance as a Service (FaaS) Empowered a SaaS Startup to Secure Series A Funding
Case Study > Finance as a Service
The Challenge:
Great Product, Messy Financials
The Client
Technology / SaaS
Seed-Stage SaaS Startup
Industry
Service
Finance as a Service (FaaS)
Core Goal
Achieve Investor-Ready Financials
A promising SaaS startup had excellent product-market fit, but its financial operations were holding it back. The founders were spending too much time on bookkeeping and payroll instead of growth. Their financial records were disorganized, making it impossible to get a clear picture of their cash flow, key metrics (like MRR and Churn), or future runway. With plans to raise their Series A funding round, they knew their messy financials would not stand up to investor scrutiny. Hiring a full-time CFO was too expensive, but they desperately needed high-level financial expertise.
"We simply could not have raised our Series A without them. They transformed our financial chaos into a clear, compelling story for investors and gave us the strategic insights we needed to scale responsibly. It was like having a world-class CFO at a fraction of the cost."
Co-Founder & CEO, SaaS Client
The Solution:
A Fractional, Full-Stack Finance Team
We became their outsourced finance department through our Finance as a Service (FaaS) model. This provided them with a cost-effective blend of tactical support and strategic guidance, including a bookkeeper, controller, and a fractional CFO.
Financial Operations Overhaul
We cleaned up their books, streamlined accounting processes, and implemented a robust financial tech stack for accurate, real-time reporting.
Strategic CFO Guidance
Our fractional CFO developed detailed financial models, created investor-ready reports, built a strategic budget, and participated in board meetings, providing the high-level insights they needed to navigate their growth and fundraising process.
Our Services
$5M
Series A Round Secured
100%
Financial Data Recovery
+75%
Boost in Data-Driven Decisions
20+
Hrs/Month Saved For Founders