Blog

6 Best Practices to Prepare for a Capital Raise You never know when an investment opportunity will present itself, and in today’s financial climate, you need to be prepared so you can act quickly and without delay when it does. Learn the things you can do from within your finance and accounting organization to BERead more

Useful Suggestion for Working With Your Lender When Things Aren’t Great   A Guest Post by: Todd Gardner SaaS Advisors Ltd.   As I wrote early in 2021 (now known as the “good old days”), there are only three ways to repay debt: Repay with cash from operations Raise equity or more debt Sell theRead more

4 Tips to Get Your Financial Planning Underway It’s Time to Build the 2023 Plan… Where to Start?   By: Edgar Rodriguez Executive Consultant PlusPoint Consulting In our last post, we shared our thoughts on the importance of developing a well-thought-out financial operating plan and the need to start that process now. For many, theRead more

How to Avoid Accounting Rescue Work By: Kari Minton CEO PlusPoint Consulting We do a lot of what I call accounting rescue work at PlusPoint. It’s generally not what our clients initially come to us for; they often don’t know they need it. Clients often call us when they have a need or pain theyRead more

Preparing for a Capital Raise: What Investors Want to See In the second segment of the “Preparing for a Capital Raise” webinar, PlusPoint CEO Kari Minton dives into what investors want to see, covering: trended financials GAAP vs. cash historical trends financial presentations what a SaaS P&L should look like   This is the secondRead more

Preparing for a Capital Raise: Funding Types and Stages PlusPoint CEO Kari Minton recently participated in a webinar on “Preparing for a Capital Raise: Benchmarking and Accounting Best Practices“. Watch co-presenter Rob Belcher, Managing Director with SaaS Capital, kick it off in this short video segment, as he explains the different types of funding andRead more

The Optimal Use of Debt in a SaaS Business A Guest Post by: Todd Gardner SaaS Advisor Ltd. Todd is an innovative advisor to SaaS companies on growth strategies. Until a few years ago when the SaaS lending space really took off, there were very few options for a SaaS company to fund its growthRead more

How Much Debt is Too Much Debt for a SaaS Company? A Guest Post by: Todd Gardner, SaaS Advisor Ltd. Todd is an innovative advisor to SaaS companies on growth strategies Debt is a great way to fund a SaaS company — it allows shareholders to maintain their ownership position yet still fund their growthRead more

Net Retention: The Most Important Metric For Ensuring Medium and Long-Term SaaS Business Health In my last post, I talked about understanding the ‘behavior’ or characteristics of your SaaS company’s revenue and the importance of analyzing each element. Understanding and analyzing your revenue elements focuses on those elements that present the most opportunity and challengesRead more