For advisers selling vertical SaaS, B2B software and tech-enabled services companies. Buyers price these on the quality of recurring revenue, so the databook and CIM lead with it.
What software buyers dig into
- ARR and how it moves
- ARR by month with new, expansion, contraction and churn, tied to billing.
- Retention
- Gross and net revenue retention by cohort and by customer size.
- Revenue recognition
- Deferred revenue and multi-year prepayments, with services revenue kept apart from subscriptions.
- Unit economics
- CAC payback, gross margin after hosting and support, and the Rule of 40.
- Product and code
- The roadmap, the tech stack, and how much of the code depends on one or two people.
How we help
Buyer list research
750–1,000 strong-fit strategic and financial buyers with rationale, tiered, with decision-maker contacts
5 business daysCIM and teaser preparation
Full CIM draft and one-page teaser from client files
7–10 business daysQoE databook
Monthly P&L, balance sheet, adjustments and KPI tabs, tied out, with DDQ responses included
5–10 business daysTarget list research
200–300 acquisition targets for buy-side mandates, screened against your criteria
5 business daysQuestions advisers ask
Can you build the ARR bridge from billing data?
Yes. We build it month by month from invoices or a billing system export, and tie it to recognised revenue in the databook.
Do both strategic and financial buyers go on the list?
Yes. Software processes usually run both, and we tier each group by fit, with a decision-maker contact for every buyer.
Other by industry, or by deal stage
By industry
Pricing Fixed, published prices for every service, with a fixed quote within 24 hours.
See pricingTell us about the mandate, and we’ll send a fixed quote within 24 hours.
Book a 30-minute callOr email harsh.jindal@valcoreanalytics.com