A SaaS round that closed without a cleanup sprint
B2B SaaS · Seed → Series A. The books, tax, or capital process were not ready for the decision the board had already made.
What was broken
Revenue recognition ran on invoices, not contracts. Deferred revenue, GST on SaaS exports and founder ESOP accounting each told a different story, exactly what a Series A data room exposes.
What we did
Rebuilt the revenue file from contracts, aligned GST refunds on exports, restated two years of MIS and wrote the QoE-style memo the lead fund's diligence team actually read.
"They did not decorate the numbers. They made the numbers survivable." - Founder, B2B SaaS
Services used: Financial Modeling · Valuation · Fundraising Advisory · delivered by a single team.
Representative pattern. Figures illustrate the shape of the outcome, not a client P&L.
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