Consulting
Strategic Financial Advisory, Powered by Verified Revenue Data
Advisory services designed to prepare companies and investment teams for scrutiny. Decades of experience in capital markets, transactions, and revenue review across fundraising, M&A, and institutional diligence.
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Core Advisory Services
Revenue Architecture & KPI Design
Design and standardize ARR definitions, revenue movement classification, retention measurement, and cohort logic to align with institutional expectations.
- ARR & subscription modeling
- Revenue movement classification
- AKPI framework design
- Board-ready reporting standards
Fundraising & Capital Readiness
Prepare subscription businesses for institutional scrutiny by aligning metrics, forecasts, and revenue reporting with investor-grade expectations.
- Revenue quality validation
- Data room preparation
- Financial narrative development
- Diligence preparation support
Buy-Side & Sell-Side Diligence Support
Support investors and operators in reviewing revenue quality, retention integrity, and ARR continuity.
- Quality of earnings analysis
- Revenue reconciliation
- Retention attribution review
- Deal support & confirmatory diligence
Previous Advisory Roles
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Term Loan Financing
Acquired by SIXGEN
Series C Financing
Series A Financing
Acquired by PDI Technologies
Acquired by IHS Markit
Acquired by OPIS
Acquired by OPIS
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