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
Raising private equity means selling a stake in a profitable, established business to a fund that underwrites audited historical performance rather than a growth story.
Service within Venture Capital & Private Equity
In Growth Strategy: Realise the Value

PE does not buy the story. It buys the last three years, audited.
PE underwrites history, audited. The first step is knowing what your own numbers will say once someone examines them properly.
Cash generation, margin durability, customer concentration and management depth. A venture narrative about future growth is the wrong pitch to this buyer.
Deeper, longer and more operational than venture, with quality-of-earnings work and management interviews. Different documents, different rehearsal.
Control, board composition, earn-outs and leaver terms decide what the founder actually keeps. In PE these matter more than the headline number.



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
FinTech
Rebuilt the compliance, secretarial, and reporting stack to meet regulator expectations ahead of a strategic partnership.
Cleared regulatory review on first pass
FAQ
Venture buys a growth story and expects most investments to fail. Private equity buys audited historical performance and expects none of them to. That changes what is diligenced, how it is structured, and what the founder keeps.
Usually it needs consistent profitability, predictable cash generation and a management team that can run without the founder in every decision. The revenue threshold varies by sector, but profitability is rarely optional.
Often some, and sometimes all. PE frequently takes a majority, and the terms around board composition and reserved matters decide what remains. This is the part of the negotiation that deserves the most attention and usually gets the least.
Typically six to nine months, longer than a venture round, with the extra time in diligence. Quality-of-earnings work alone often takes eight to twelve weeks.
Enterprise value isn't built on a founder's confidence. It's built on numbers that hold up when someone who doesn't trust you examines them.
The irony is that investors don't actually fund your numbers. They fund their confidence in your numbers. And nothing builds that confidence, or destroys it, faster than whether the revenue you promised last time showed up the way you said it would.
How you keep your numbers is evidence of how you run your company. A three-week close and a data room assembled the night before tell them something about operational maturity that no headline metric can hide.
Further reading
E-books and masterclass material from the SRF library, free to download.
Raising Private Equity 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.
Investment Banking pod
Led by Haripriya V
Lead - Investment Banking & Business Growth. Manages transactions and strategic capital events.
See the pod structure

