THE SITUATION
A small-cap enterprise software investor was preparing a Tech/SaaS portfolio company for sale five years into the hold period. During an earlier sale attempt, it became clear the company lacked a reliable ARR database and could not confidently report on retention, renewals, or forecasting. Without dependable KPI reporting, sponsor confidence declined and the company became harder to take to market.
OUR APPROACH
Intrinsic partnered with executive leadership, FP&A, and controllership over a six-month period to rebuild key financial data infrastructure, improve reporting timelines, and stabilize forecasting.
We performed a full contract review to rebuild the company’s ARR model and create a more reliable framework for tracking monthly renewals, key customer attributes, and activity. We also reduced the monthly close timeline from 30 days to 15 days, developed enhanced forecasting and cash flow models, and helped align team roles and processes to improve efficiency and data quality.
THE IMPACT
The company established more reliable, investor-grade reporting and forecasting capabilities, improving confidence in the underlying business metrics and creating a stronger foundation for sell-side diligence.
The engagement also improved reporting speed and operational execution across the finance function, helping leadership better manage the business and respond more effectively during the sale process.
With more dependable KPI visibility and forecasting in place, the company was better positioned for sale and ultimately supported a successful exit to a strategic acquirer.