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.