THE SITUATION
A small-cap enterprise software investor had completed four acquisitions within six months, growing a Tech/SaaS platform from $20M to more than $50M in ARR. The pace of growth created immediate pressure to consolidate financials and build systems and processes that could support a rapidly expanding business.
At the same time, the company’s CFO was stretched across accounting, finance, and corporate development responsibilities, creating a need for additional leadership and execution support during a critical post-close period.
OUR APPROACH
Intrinsic partnered closely with the CFO to help bridge accounting, finance, and corporate development workstreams while leading post-close finance integration efforts across the acquired entities.
We managed post-close financial activities, including opening and closing balance sheets and tax data support, while also implementing a new general ledger system and migrating historical financial data across the platform. We additionally standardized order-to-cash and reporting processes, aligned ARR reconciliation across FP&A and RevOps, and supported sales tax compliance efforts through VDA filings.
Alongside the systems and process work, we guided the controllership team through change management efforts designed to maintain morale and operational continuity during a period of rapid growth and integration.
THE IMPACT
The finance function became one of only two areas of the business to fully transition systems and processes within 18 months. The engagement also helped establish a scalable financial infrastructure capable of supporting continued growth, including an additional $20M in ARR growth to $70M within two years.