SaaS Portfolio Analysis and Growth Evaluation (SAGE)

SaaSili can drive growth in your B2B SaaS Portfolio

SAGE is a risk-free evaluation service that identifies inefficiencies and uncovers growth opportunities in your B2B SaaS portfolio, enhancing performance and maximizing ROI..

The SAGE service is a comprehensive, unbiased evaluation designed to uncover inefficiencies and identify untapped growth opportunities within B2B SaaS companies. By aligning with your strategic goals, this service drives measurable performance improvements and enhances portfolio value.

This service is ideal for investors aiming to maximize ROI, prepare companies for subsequent funding rounds, or refine exit strategies.

Experience our no-risk guarantee:

The $950 fee is payable only if you find value in our comprehensive report

Process and Timeline

Initial Consultation & Data Collection (Day 1):

  • Align on goals and performance metrics.

  • Gather essential documents (e.g., sales KPIs, operational metrics).

Comprehensive Analysis (Days 2–5):

  • Revenue Performance Review:

    • Analyze pricing models, customer acquisition strategies, churn rates.

    • Identify cross-sell/upsell opportunities and ARR growth drivers.

  • Market Positioning & Product Fit:

    • Assess competitive positioning and product-market fit.

    • Review customer satisfaction metrics and feedback.

  • Operational Assessment (if required):

    • Evaluate team structure, process efficiency, and scalability.

Reporting & Recommendations (Days 6–7):

  • Deliver a detailed report outlining strengths, areas for improvement, growth opportunities, and an actionable roadmap.

Follow-Up Session:

  • Conduct a 1-hour virtual meeting to discuss findings and next steps.

Unlock your portfolio's potential today. Schedule a confidential consultation with our CEO now.

Deliverables

  • In-Depth Portfolio Analysis Report: Comprehensive evaluation of sales, marketing, and market performance.

  • Actionable Roadmap: Prioritized steps to enhance efficiency and scalability.

  • Growth Opportunities Summary: Identification of new revenue streams and market strategies.

  • Follow-Up Consultation: 1-hour session to review findings and plan next steps.

Why Choose SaaSili?

No-Risk Engagement:

Clients only pay the $950 fee if they find value in the delivered report.

Speed with Precision:

A 5-day evaluation + 2-day reporting ensures timely and actionable insights.

Expertise That Counts:

Over 30 years of SaaS industry experience, bringing deep insights into scaling and optimizing SaaS businesses.

Customized Insights:

Every report is tailored to the unique needs and challenges of your portfolio companies.

Optional Add-On Services

Quarterly Check-Ins:

Progress monitoring to ensure implementation success.

Workshops:

Hands-on sessions to address identified areas of improvement and align teams.

Benchmarking Reports:

Comparison with industry peers to gauge competitive performance.