A SaaS company with strong recurring revenue and a defensible technology platform is preparing for a Series B capital raise. While investors were excited by its user growth and proprietary stack, there was no clear articulation of how the software IP, customer data and embedded algorithms contributed to long-term value.

We begin with a structured review of the company’s intangible asset base using our diagnostics suite. This mapped key value drivers and highlighted assets that were undervalued or underprotected. We then prepare a standalone valuation of the software IP and a scenario model comparing licensing, platform growth and exit pathways.

With these insights, the company is able topresent a valuation narrative that resonated with investors. The outcome is a successful raise at a significant valuation uplift, backed by stronger IP confidence and clearly framed growth scenarios.