A SaaS company with enterprise clients in North America aimed to expand into Europe but faced difficulty securing cross-border investors. Despite strong product metrics, inconsistent pricing structures and fragmented communication confused potential backers.

What We Did
  • Standardized the global pricing model and unified customer metrics for all markets.
  • Built a multi-currency financial model with regional revenue bridges and consolidated forecasts.
  • Crafted a cohesive narrative highlighting scalability, integration advantage, and retention strength.
  • Identified 50 global investors with prior experience in transatlantic SaaS deals and initiated personalized outreach supported by client references.
Outcome
  • Secured three strategic investor meetings and one lead term sheet within eight weeks.
  • Closed the round with co-investment from a European growth fund and a North American family office.
Key Takeaway

Clarity and consistency in storytelling can turn regional traction into global investor conviction.