THE CHALLENGE is a SaaS recurring revenue and customer management platform. The company sought a partner who understood the strategic and financial needs of SaaS companies. There was an immediate need for additional capital to help fuel near term growth.

THE SITUATION needed cost-effective accounting and finance operations and CFO-level insights. It also needed a solid fundraising strategy.


TechCXO selected appropriate strategic partners and helped secure a $2.5M credit facility. Financial modeling, budgeting and monthly KPI reporting were put in place to help the business manage toward its growth goals.


TechCXO helped the company secure capital to further their advantage on the product front and also get their message out to a broader market.

“TechCXO has helped place us with the right partners to fuel our growth.”

Brent Maropis, CEO,