Case Study

Venice-based SaaS startup offering AI-driven customer support tools

$3M

$3M

Revenue

Revenue

Employees

Employees

25+

25+

$5M

$5M

Preparing for a Series B round.

Preparing for a Series B round.

Challenges:

  • Hiring Delays: 90-day hiring cycles for engineers delayed product updates, risking client retention. delay

  • SaaS Bloat: $120,000/year spent on redundant tools (e.g., duplicate CRM platforms).

  • Investor Readiness: Lacked clear operational metrics for the Series B pitch, weakening valuation

Results:

  • Saas Optimization: Saved $60,000/year in SaaS costs.

  • Hiring: Reduced hiring time by 33% (90 to 60 days).

  • Fundraising Prep: Secured $5M Series B at 20% higher valuation due to clear metrics. • Team Alignment: Improved team productivity by 10%, accelerating feature releases.