SaaS
Scaling a SaaS Platform to Series B
Built the finance basics and the investor story that helped a software company serving one industry raise growth money from large funds.
3.2x ARR growth in 18 months
Controllership is the set of controls, reporting structures and governance that makes a company's numbers trustworthy enough for a board, a lender or an investor to act on.
Capability · 3 services within this

Accounting is not controllership.
Revenue recognition, expense classification and the close calendar, written down and agreed, so the same transaction is treated the same way every month.
Approval limits, delegation of authority, vendor onboarding and bank controls. Most leakage in a growing company is not fraud, it is the absence of a rule.
A date every month by which the books are done and reviewed, and a variance conversation that happens while there is still time to act on it.
Reconciliations, supporting schedules and documentation kept as you go, so diligence is a retrieval exercise rather than a reconstruction.



SaaS
Built the finance basics and the investor story that helped a software company serving one industry raise growth money from large funds.
3.2x ARR growth in 18 months
Consumer / D2C
Designed unit economics, cohort analytics, and a fundraising data room that anchored the next funding round.
Closed oversubscribed Series A
Manufacturing
Implemented financial controls, governance, and an FP&A function that restored margins and prepared the business for global expansion.
240 bps margin expansion
FAQ
No. Accounting produces the numbers. Controllership is the system that makes those numbers trustworthy: the policies, the approvals, the reconciliations and the review. A company can have excellent bookkeeping and no controllership at all, and it usually finds out during diligence.
Before it needs it. The useful signal is the first time someone asks a question the books cannot answer quickly, or the first month the close slips past the point where the answer still matters.
It means the right process. Controls that suit a fifty-person company will strangle a ten-person one. The work is deciding which controls earn their cost at the size the business is now, and which ones are added at the next stage.
Directly. An investor's diligence is largely a test of whether the numbers hold up under examination. Companies with controllership answer in days; companies without it spend weeks rebuilding history while the investor's interest cools.
A company that thinks it has controllership when it actually has accounting is a company whose numbers will quietly become unreliable as it scales, without anyone noticing the slope.
Hiring more people to a broken process scales the chaos. The fix is structural. It is about deciding which systems are sources of truth, which processes feed them, who owns each step, and what controls catch errors before they propagate into board decks and investor conversations.
Rendering the same truth differently for different audiences is right. Maintaining different underlying numbers for different audiences is fatal.
If your contracts are scattered across inboxes with no index, the platform gives you scattered, unindexed data in a more expensive place.
Further reading
E-books and masterclass material from the SRF library, free to download.
Controllership is run by the studio team: one multidisciplinary team whose pods work in tandem, matched to the sector and the stage the company is in.
FinOps: CFO Office pod
Led by Srikar Kedarisetty
Lead, FinOps & Transformation. Manages cash flow and financial control.
See the pod structure

