Subscription economics, infrastructure investment, and an operating cadence built around monthly cohorts.
TMT businesses live or die on subscription metrics most accounting systems weren’t designed to surface. ARR, NRR, GRR, CAC payback, LTV — the metrics that determine valuation are usually built in a spreadsheet that breaks every other month. PE-backed TMT requires the cohort math to be right, automated, and defensible — or the next sponsor meeting becomes a debate over numbers instead of strategy.
Sub-Sectors We Work In
ARR, NRR, GRR, cohort retention, CAC payback, and LTV — automated, defensible, and tied to the source-of-truth systems instead of a spreadsheet.
ASC 606 for subscription, ramp deals, multi-element arrangements, and the memos auditors actually accept.
Monthly KPIs, cohort tables, sponsor packs, and the lender package on time every cycle.
Sell-side prep, quality of earnings, normalized ARR, and the equity story your bankers need at the next inflection.
Interim CFO and Controller seats, audit readiness, and the back-office discipline a scaling TMT business needs.
Diligence support, ERP harmonization, post-merger integration, and the consolidated subscription metrics that survive the next sponsor meeting.
Cohort tables, ARR forecasts, CAC payback, and the sponsor cadence a subscription business needs.
ASC 606 for subscription. Multi-entity consolidation. IPO readiness. Audit support.
Unifying billing, CRM, product, and ERP data into automated subscription metrics dashboards.
AI copilots over the data warehouse, document intelligence on customer contracts, AI agents for churn prediction.
Tell us where the friction lives in your TMT portfolio company and we’ll scope a solution that fits the way the business actually runs.
CONNECT WITH US