Our customer operates on an 'acquire and scale' model, assisting vertical B2B SaaS companies in reaching their full potential through acquisition and long-term tactical and financial guidance. Initially, the company managed financial data through spreadsheets and small financial tools.
As the company began acquiring portfolio companies (PortCos), they encountered several challenges:
Standardization
Billing Solution & Complexity
Automation
Data Integration & Reporting
Closeloop provided a tailored ERP solution to address these challenges:
Assessment and Requirements Gathering
Solution Architecture
The implementation of the proposed solutions yielded significant results.