Driven Insights | Outsourced Finance & Accounting for SaaS Companies

THE PROBLEM:

TRADITIONAL FINANCE & ACCOUNTING ISN’T ENOUGH

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

THE SOLUTION:

FINANCE & ACCOUNTING FOR SAAS COMPANIES

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

FINANCE

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

ACCOUNTING

Produce GAAP financials & budget
ASC 606 compliance
Monitor sales tax nexus, manage liability
Audit-ready financials
Tightly manage order-to-cash process
Leverage subscription billing software

5 Pillars of SaaS Finance & Accounting

THE OUTSOURCED ADVANTAGE:

A COST-EFFECTIVE WAY TO HAVE IT ALL

An outsourced finance and accounting department customized to your SaaS 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 SaaS 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 Southern
CEO, Ascend Software

“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 Lance
Board Director, BoardOn Track
Founder & Managing Principal, SustainVC

Your SaaS 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 SaaS 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 SaaS financials.

MEET WITH OUR FOUNDER ➞

THE SAAS FINANCE & ACCOUNTING TEAM THAT SCALES WITH YOU