B2B SaaS

Visibility into escapable key metrics

Faster collections via improvements to internal revenue cycle processes.

The Situation

A Healthcare B2B SaaS Company completed a $26m+ transaction with a prominent private-equity investor. The company was entering a new stage of hyper-growth armed with significant investment, a new Board of Directors, and a quickly growing team. Institutional investors require timely, professional financial reporting and the CEO was spending the weekend trying to piecemeal financial information for investor reports. The Healthcare B2B SaaS Company needed a new financial partner that could build the financial and operational infrastructure required to produce key financial metrics and forecasts.

The Result

Compass East rebuilt the Healthcare B2B SaaS Companies’ financial operations from the bottom-up. Initial improvements to the AR function included a contract management overhaul that eliminated bottlenecks from sales and customer service in the invoicing process to speed up the revenue cycle.

The development of KPI Metrics for CAC and LTV gave the board insights into the key growth variables that the organization was unable to obtain for the first decade of operations with former partners.