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THE FINANCE & ACCOUNTING TEAM THAT SCALES WITH YOUR TECHNOLOGY FIRM

Accelerate growth with a complete finance and accounting solution designed for technology companies, including SaaS, AI, tech-enabled services, cleantech, defensetech, medtech, edtech, insurtech, fintech, and managed service providers.

THE PROBLEM:

TRADITIONAL FINANCE & ACCOUNTING ISN’T ENOUGH

Your technology business is poised for rapid growth. But your finance and accounting capabilities are stretched thin. High-growth technology companies need more than bookkeeping and tax compliance. They need more than cookie-cutter KPIs and basic outsourced accounting services. Raising capital, scaling operations, managing profitability and maximizing valuation require a solution for the unique challenges of technology growth.

THE SOLUTION:

FINANCE & ACCOUNTING FOR TECHNOLOGY COMPANIES

Welcome to Growth Driven Finance. It’s a comprehensive approach to technology finance and accounting, designed with one purpose—to maximize enterprise valuation. Get the high-level financial leadership your technology firm needs, so you can tackle every growth stage with confidence. With a SaaS firm, for instance, from ARR to gross profit to CAC to LTV to Churn to Sales Efficiency metrics, we tailor it all to your industry and stage or growth. 

FINANCE

  • Identify, interpret nuance of each technology KPI 
  • Drive SaaS KPI understanding & alignment
  • Strategically manage cash [burn], fundraising 
  • Prepare for/participate in board meetings 
  • Credibly manage bank, investors, and stakeholders 
  • Prepare for an acquisition or your exit

ACCOUNTING

  • Produce GAAP financials & budget
  • Monitor sales tax nexus, manage liability
  • Audit-ready financials
  • Tightly manage order-to-cash process
  • Leverage billing and finance systems 

We take clients to and through successful transitions and exits. Whether it’s an outright or partial sale to private equity or a strategic buyer, a management buyout or an ESOP, Growth Driven Finance helps you prepare, position, navigate diligence, and manage the transaction and transition with confidence. We help you find the right outcome for you, your stakeholders and your team.

THE OUTSOURCED ADVANTAGE:

A COST-EFFECTIVE WAY TO HAVE IT ALL

An outsourced finance and accounting department customized to your technology firm’s needs.

Fully-Integrated

With one team to manage all of your financials, you can count on consistency, accuracy and efficiency like never before.

Right-Sized

No more one-size-fits-all solutions. Address the unique challenges of your revenue model, growth stage and business goals.

100% Scalable

Choose the level of engagement that fits today. Ramp up from Controller to CFO, and from fractional to full-time dedicated resources as needed.

CFO SERVICES
CONTROLLER SERVICES

WE’VE BEEN IN YOUR SHOES

Driven Insights was founded by investors and business operators.

After years of evaluating businesses as potential acquisition candidates, and experiencing first-hand the challenges that inadequate financial systems, processes and personnel pose for growth-minded companies, one thing was clear:

useful, timely, accurate data can create a competitive advantage by informing business decisions—big and small.

The result? We’ve developed a complete solution to help deserving technology businesses transform their financials into a competitive advantage, so they can raise capital, maximize enterprise value and ultimately close on successful exit opportunities. It’s time to manage your firm through the lens of an operator AND an investor.

“Having DI in place to manage our accounting function from our acquisition onward was one of the best decisions we’ve made. Their expertise in establishing scalable systems, controls and reporting for SaaS firms freed me up to harness our growth opportunity.”
"Rob SouthernCEO, Ascend Software"
"Rob Southern
“DI’s churn analysis is fantastic. I wish all of my SaaS portfolio companies had the ability to do this type of deep dive into churn.”
"Sky LanceBoard Director, BoardOn Track
Founder & Managing Principal, SustainVC"
"Sky Lance

Your Technology F&A Partner to and Through a successful exit

Right-sized Resources at every stage

Long-time DI Client, BoardOnTrack Founder and CEO, Marci Cornell-Feist shares her journey. 

Let’s talk about growing your Technology Firm. With confidence.

Ready to stop questioning your financials—and start using them to fuel growth and enterprise value? Take the first step by scheduling a no-pressure introduction to Driven Insights today.

✓ Get an expert assessment of your needs.
✓ Learn how we help.
✓ Ask us anything.

You’ll leave with a 90-day game plan focused on key priorities for your business and growth stage. Whether you choose to work with us or not, you’ll be ready to take control of your financials.

MEET WITH OUR FOUNDER ➞

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