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

With an affordable defined scope, fixed fee packaged services of on-going fractional “C-Level” support, we can support your changing SaaS business in different ways:

  • 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

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