We understand the unique financial dynamics of SaaS — MRR/ARR modeling, revenue recognition (ASC 606), investor reporting, cap table management, and the metrics that VCs and boards care about.
How We Help SaaS Companies
From seed-stage startups to PE-backed platforms — we've seen the full lifecycle.
Why SaaS Finance Is Different
Recurring revenue models create unique financial complexity that generalist firms often miss.
Revenue Recognition (ASC 606)
SaaS contracts with multiple performance obligations, usage-based components, and variable consideration require expert handling. We ensure your revenue is recognized correctly — whether you’re pre-audit or already under scrutiny.
Investor & Board Reporting
VCs and boards expect specific SaaS metrics — MRR/ARR waterfall, net revenue retention, CAC payback, LTV/CAC ratios. We build reporting packages that tell your growth story in the language investors understand.
Fundraise & Due Diligence
Whether it’s Series A or a PE recapitalization, clean financials and a compelling data room accelerate your timeline and improve your terms. We’ve supported multiple successful processes.
Cap Table & Equity
Stock-based compensation (ASC 718), 409A valuations, option pool management, and scenario modeling are table stakes for funded SaaS companies. We handle the accounting complexity so you can focus on building.
Maverick got our financials deal-ready in 6 weeks. The buyer's diligence team had zero follow-up questions on the numbers.
CEO, PE-backed SaaS Company
Sell-Side Readiness
Building a SaaS company?
Let's make sure your financials are as strong as your product. From month-end close to board reporting — we've got it.
Start a Conversation