A vertical SaaS business ran operations, yet most of its value sat in payments it had not yet monetized. We put every objection in the headline, proved the upside, and turned one inbound offer into 34 bids.
Large customers adopted the platform readily. The smaller customers that made up most of the market still treated a CRM as optional. The real upside sat in two moves the company had yet to make: attaching payments across its base and converting customers to the full suite.
A platform it had just acquired was only months old and not yet integrated, an easy mark in diligence. The valuation depended on a buyer believing the plan.
We crafted messaging that countered every known objection directly, and supported it with proven enterprise wins, in-motion full-suite conversion, and a concrete set of growth initiatives with real proof points.
Honesty made the payments thesis credible, and held the valuation well above the sector median through a five-month competitive process.
A structured process turned one inbound offer into 34 ranked offers, spread across more than 5 multiples of ARR. The field became the leverage: even after it narrowed, the lead bidder kept raising, and when it tried to retrade in exclusivity we cited its sunk diligence costs and the half dozen buyers still ready to step in. The price held, 19% above its first offer.
A single unsolicited offer became 34 competing indications, each one ranked and leverageable.
Indications ran from 7.7x down to 2.4x, more than five turns of revenue across the field.
The deal closed above every initial indication in the field.
Connect with our senior team to learn more and find out how we can help you get the outcome you're looking for.
Get in touchThe deal terms that quietly move value, monthly, from Shane. No spam, no marketing, no padding. Just the writing that founders actually keep.