Building Exit Readiness for a Mid-Stage SaaS CompanyNBFC
A Series B-funded SaaS company with $5M ARR was gaining strong traction among mid-sized enterprise clients across India and Southeast Asia. With steady growth and improving retention, the company had attracted interest from strategic acquirers and late-stage investors.
However, the founding team realized that while their operational engine was sound, they lacked a structured readiness posture for exit conversations—especially in terms of metrics storytelling, strategic positioning, and due diligence preparedness.
Service Focus: Business Planning + Investor Advisory – Architect + Align
Industry: SaaS – Enterprise Workflow & Process Automation
challenge
- No clear exit narrative or timeline aligned across founders and board
- Inconsistent metric articulation (MRR vs ARR vs NRR across decks and models)
- Gaps in audit readiness, documentation, and functional dashboards
- Financial model lacked valuation clarity under multiple exit scenarios
- Data room artifacts were scattered, and internal reviews were ad hoc
our approach
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Capital Crest Consulting was engaged to create a full-spectrum exit readiness framework, equipping the leadership team to navigate acquisition interest and investor due diligence with confidence and clarity.
Our work was delivered across four strategic dimensions:
1. Exit Narrative Structuring – Positioning, market story, value unlock thesis
2. Metric Audit & Normalization – Aligning MRR, NRR, CAC, payback, churn, and margins
3. Financial & Valuation Modeling – Base case + exit-value scenarios (strategic / PE / IPO)
4. Dataroom & Due Diligence Prep – Cleaned-up folders, FAQs, org structures, and readiness trackers
key intervention
- Built an exit narrative deck aligned with market trends and acquisition triggers
- Normalized all core metrics into a common dashboard with definitions and tracking cadence
- Created a multi-scenario financial model with terminal value sensitivity
- Reviewed contracts, org charts, and ESOP structures for readiness gaps
- Designed a Due Diligence Tracker to monitor document submission and review cycles
the solution
- Founders gained alignment on positioning and exit scenarios with the board
- Metrics across product, GTM, and finance were now unified and defensible
- The company began engaging in structured conversations with two strategic acquirers
- Data room was investor-ready, reducing lead time during diligence
- Board confidence increased, enabling clarity on timing and potential pathways
strategic insight
A great company isn’t always exit-ready. Structuring your metrics, documentation, and story is what transforms interest into action—and value into return.