Essential Services
Financial & Legal Infrastructure
SaaS KPI Framework Reporting & Business Control Legal Toolkit
We set realistic goals and timelines, and take a long-term partnership approach. This includes IPO preparations, drawing up advisor contacts, carrying out the due diligence process, and sorting minority divestments.
Reporting and controlling
Ensuring decision-making accuracy, clarity, and consistency
Reporting and controlling are not the most exhilarating areas, especially compared to actually running your business and planning for the future. But once you get over the first hurdle and get good routines in place, reporting will become a breeze. It will not only satisfy the relevant authorities but will also provide us with a ton of great insights we can draw from when deciding on the route ahead together.
And while all companies will have different reporting needs, we have an encyclopaedia of templates and guidelines that we can use to help you get up to speed quickly and early – which frees up time to focus on more pressing matters.
Exit readiness
The last steps of your journey are dictated by your first
Clarity goes a long, long way in any successful partnership. With Monterro, we make sure you’re prepared for your exit long before that day actually comes.
The “E” word may feel hard to envisage at the beginning of your journey but time moves fast. And over 7 years – the average length of a company’s tenure with us – you may well have acquired other firms, broadened your product portfolio, and increased in size.
In other words, there’s lots to plan for. While there are some key stages in any successful exit strategy, no two software companies will seek identical advice. So when it’s time to face the music – whether it be an IPO, a trade sale, or finding another financial sponsor – we can help you seek out advisors, oversee due diligence, and assist with overall coordination.
Ownership structuring
Taking care of minority divestments
Growing software companies usually takes quite a bit of capital, and through the growth journey there can be several different people and companies involved. While it’s great that this ecosystem exists, it often creates some rather fragmented ownership structures.
We can help you straighten this out. Whether it’s former investors, non-active past founders, or employees, we can make sure that ownership is centred around those that matter most.
Taking care of minority divestments encompasses various aspects of your business, from valuation and management change, to the roles of your employees.
Tor Laukvik
co-founder and COO, Bliksund”We’re happy to have found a reputed investor that’s recognised for business development and international expansion. Monterro specialises in software companies like ours. Thanks to the partnership, we get invaluable strategic expertise and capital.”
Legal and policies
Sorting out the paperwork
Across a SaaS business, there’s a lot of paperwork that needs to be sorted out – be it for employees, customers, or suppliers. This is especially the case when it comes to add-on acquisitions.
We know that you might not be big enough to warrant an in-house legal council, and external lawyers usually come at a hefty price. So our legal team can be your sparring partner in smaller cases and provide you with best practices and templates for the standard things. And when larger or more complex issues crop up, they can help you find the right external legal advice for the job – without breaking the bank.
Financing
Keeping the bank off your back
We know financing is not that exciting. But establishing an optimal capital structure can help you increase your financial stability and allow you to focus on actually scaling your business.
We can help you in your negotiations with the bank (or other loan providers) to make sure you get the best possible terms, and we’ll also guide you in how to optimise your financing.
Growth capital
Adding a bit of fuel to the growth journey
As you have probably realised, we’re not an investment firm like all others – we’re more the get-your-hands-dirty with strategy and operational support kind. But that doesn’t mean we neglect the importance of growth capital – it’s a fundamental part of our offering.
Why? Because growth isn’t easy and it often requires a lot of investment. Sure, some companies can get there using their own cash reserves but adding a bit of growth capital early can be a great way to jump-start the journey. So whether it be to ramp up recruitment, fund new product development, or enter a new market – we have the financial strength to support you, should you need it.