THE SITUATION
A lower middle market investor acquired a $10M ARR Tech/SaaS company that had historically outsourced preparation of its financial information. Following the transaction, the new sponsor needed more timely, accurate reporting produced directly by the company in order to support decision-making and investor oversight.
The business also lacked the internal finance infrastructure needed to support consistent KPI reporting, forecasting, and cash flow visibility as it continued to scale.
OUR APPROACH
Intrinsic stepped in as interim CFO and Controller, helping transition the company from its prior outsourced model to an in-house finance function. We established the reporting infrastructure needed for management to deliver timely reporting to investors and support broader operational decision-making.
This included rebuilding the ARR model using contract data to support SaaS KPI reporting and renewal tracking, improving pipeline visibility and ARR forecasting in partnership with the Head of Sales, and consolidating reporting processes across global entities. We also enhanced finance operations and reporting accuracy through process improvements designed to improve cash flow visibility and support more informed long-term planning.
THE IMPACT
The company moved from outsourced financial reporting to a more scalable, investor-ready finance function with stronger visibility into ARR, forecasting, and overall business performance. Leadership and the board gained more confidence in the underlying numbers, along with reporting processes that could better support growth and decision-making.
The improved reporting foundation and operational visibility helped position the company for an accelerated exit and successful sale to a strategic buyer.