Solutions

Swordstone offers advisory services and financial planning software geared to early-stage or changing SaaS businesses faced with funding decisions. These services can be in the form of defined scope/fixed fee engagements or on-going fractional “C-Level” roles.

Serving Founder Driven SaaS Companies and Investors

We understand SaaS business models and key SaaS financial and operating metrics. Monthly cash burn is a common dynamic for SaaS companies.  Understanding and managing the path to profitability that is also supported by a funding strategy is challenging, especially for entrepreneurs with a product that has exceptional market potential. 

Swordstone understands these challenges and can help with go-to-market funding strategies and communicate requirements in a way that experienced SaaS investors understand and value. 

Solutions Puzzle

Advisory Services

We offer on-going fractional “C-Level” support to meet your needs and fit your budget. Our engagements can vary in scope and duration. Here are a few of the ways we have added value for our clients:

  • Reporting - Accurate and timely financial reporting to meet financial standards while providing actionable insights into business opportunities.

  • Planning - A well-reasoned strategic plan is essential to formulate and implement effective decisions. We guide you through a process to create a three-year plan that will foster company growth, goal achievement, and employee satisfaction.

  • Capital Raise - Capital raises are fraught with potential issues you may not be able to anticipate. Raising money, whether it be equity or debt, is an extremely competitive environment. We’ll make sure you are fully prepared.

  • Cash Flow Optimization - If there’s one thing that keeps you up at night, it’s your cash balance. Our systems and procedures are designed first and foremost to project cash before you make a decision. It’s the lifeblood of your business. 

  • Business Intelligence - Your financial reporting does not provide the intelligence you need to grow your business unless you’re focusing on key performance metrics. We’ll put the metrics in place and provide comparisons against industry benchmarks to provide keen insights.

  • Coaching - One-on-one coaching can help your managers overcome problems, achieve goals, and improve performance. Our process revolves around sharing experiences and knowledge about specific topics and creating a plan structured to reach a specific result.

Financial Planning Software

Swordstone offers low-cost subscription-based financial planning software:

  • We handle the setup and configure to your business model

  • An easy-to-use interface to forecast cash requirements based on “what if” variables

  • GAAP-compliant historical and proforma financial statements

  • Comparison of financial results to plan and SaaS metrics to industry benchmarks

  • Ability to assess your company’s valuation

Many financial planning and analysis applications are available in the market today, but none are geared specifically to emerging SaaS companies. Other products require significant effort for set-up and there is a steep learning curve to use the software.

Supporting Investors

Swordstone Partners supports investors evaluating a potential opportunity or have concerns with the performance of an existing investment.  Our due diligence services and financial planning module will support investment decisions and help optimize the operations of companies in your existing portfolio.