CFO leadership built for recurring revenue.

Deep finance experience across the software landscape.

Every software business runs on recurring revenue, but the economics underneath differ sharply by vertical — who the buyer is, how contracts are structured, what regulation applies, and where margin actually comes from. We bring CFO leadership that already understands the industry your software serves.

Healthcare SaaS

Practice management, electronic health records, revenue-cycle, telehealth, and patient-engagement platforms. We understand the sales cycles of hospital and physician-group buyers, implementation revenue that must be separated from subscription revenue, HIPAA-driven cost structures, and the metrics acquirers in healthcare technology expect to see.

Fintech & Payments SaaS

Payment processing, lending platforms, treasury tools, and embedded-finance products. Revenue here is often a mix of subscription, interchange, and transaction fees, each with its own recognition rules and margin profile. We build reporting that separates them cleanly and satisfies regulators, banking partners, and investors alike.

Transportation & Logistics SaaS

Transportation management, fleet tracking, freight marketplaces, and last-mile delivery software. We have run finance inside logistics operations, so we understand usage-based pricing tied to shipment volume, carrier and driver payouts that flow through the platform, and the working-capital dynamics of marketplaces that sit between shippers and carriers.

E-commerce & Retail SaaS

Storefront platforms, marketplace tools, inventory and order management, and retail analytics. Revenue often scales with merchant gross merchandise volume rather than seat count, and churn follows merchant survival rates. We model both and connect them to the cash forecast.

Real Estate & PropTech

Property management, leasing, construction, and building-operations software. Buyers are landlords, brokerages, and developers with long procurement cycles and multi-year contracts. We handle the deferred revenue, implementation accounting, and cohort analysis that make these businesses legible to investors.

Construction & Field Services SaaS

Job costing, scheduling, dispatch, and project-tracking software sold to contractors and trades businesses. We understand seasonal revenue patterns, per-technician and per-job pricing models, and the hardware-plus-software bundles that complicate margin reporting.

Human Resources & Payroll SaaS

Payroll, benefits administration, workforce management, and recruiting platforms. Per-employee-per-month pricing, funds held on behalf of clients, and float income all require careful treatment on the balance sheet and in revenue reporting. We build the controls and the metrics both auditors and acquirers look for.

Education Technology (EdTech)

Learning management, assessment, tutoring, and institutional software sold to schools, universities, and corporate training programs. Institutional buyers bring fiscal-year budget cycles, grant-funded purchases, and multi-year renewals that shape both revenue timing and cash collection.

Marketing & Sales Technology

Customer relationship management, marketing automation, analytics, and advertising platforms. High-velocity sales motions, freemium and product-led growth funnels, and usage-tiered pricing make customer acquisition cost payback and net revenue retention the metrics that define valuation.

Cybersecurity & IT Infrastructure SaaS

Security, monitoring, identity, and infrastructure-management platforms. Consumption-based pricing, cloud hosting costs that scale with usage, and gross margin pressure from infrastructure spend require a finance function that tracks cost of revenue at the customer level.

Energy, Utilities & Climate SaaS

Energy management, asset monitoring, and sustainability-reporting software. Buyers are utilities, project owners, and large industrial operators with long, regulated procurement processes. Our background in infrastructure and renewable energy finance means we understand the customer's economics as well as the vendor's.

Professional Services SaaS

Practice-management, billing, and workflow software for accounting, legal, and advisory firms. Seasonal usage, partner-level purchasing decisions, and firms that resist change all affect retention. We model renewal risk and expansion revenue realistically rather than optimistically.

Don't see your vertical? The finance principles carry over; the industry knowledge is what we bring on day one. Book a consultation →