FP&A CONSULTING FOR PE-BACKED SAAS
Is your financial reporting ready for your next board meeting?
I help PE-backed SaaS founders build the ARR models, board packs and KPI dashboards their investors expect without the cost of a full-time FP&A hire.
3 founding spots · introductory rate · 2-min application
You're growing. Your board is engaged.
But your reporting hasn't kept up.
A spreadsheet only you understand
Your ARR story lives in a model no one else on your team can open, run, or trust.
Board packs that eat the week
They take far longer to build than they should and the deadline comes round every month.
Numbers you can't fully stand behind
You're never quite sure the reporting tells the story your investors need to see.
What we build together in 90 days
A clean ARR model your board can trust
A board pack built for PE scrutiny
A KPI dashboard aligned to what your investors care about
A process your team can maintain going forward
A proven system, refined across PE-backed SaaS businesses and tailored to how yours runs, then handed over so your team can own it.
This is for you if...
You've taken PE backing, and board meetings are becoming more frequent.
You don't yet have a dedicated FP&A resource in house.
You know your reporting needs to level up but not where to start.
You want an experienced partner, not a junior hire.
I'm Joy — a CIMA-qualified finance professional with 15 years in finance, the best part of a decade of it across PE-backed and SaaS businesses.
I've built the financial reporting infrastructure fastgrowing SaaS companies rely on (ARR models, board packs and KPI dashboards) from the inside, across a string of businesses, many of them PE-backed.
Now I bring that experience directly to the founders who need it most.
I'm taking on 3 founding clients at an introductory rate. If that's you, I'd love to have a conversation.
CIMA QUALIFIED · FP&A LEADERSHIP · BOARD & INVESTOR REPORTING
SELECTED EXPERIENCE
Miss Group CloudSense Finastra
Apply for a founding client spot
Five questions, about two minutes. They tell me whether this is a fit before we get on a call.
THEN BOOK YOUR CALL
Prefer to book directly? Open the calendar
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