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    On-demand 60 min

    Exit-Ready Data Every Day

    How SavvyMoney built a data foundation strong enough to survive diligence from 30+ PE firms. 

    • Why data cleanliness matters more once you're tying everything back to the GL — and what changes when you actually go through that exercise
    • How SavvyMoney standardized calculations around NRR, GRR, ARR, CAC, Rule of 40, etc., to match what investment bankers and investors expect to see
    • How the Rule of 40/50 tradeoff between growth and profitability plays into valuation
    • The case for treating every day like diligence day, so an inbound offer never catches you flat-footed
    Featuring
    Jeff B headshot (1) Jeffrey Bergmann CFO, SavvyMoney
    Vipul Shah Headshot Vipul Shah Co-Founder & CFO, FinQore

     

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