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Maxa Case Study

Interim finance and fundraising support for $2m seed round

Situation

  • Founded in 2019, Maxa SaaS platform automates the production of financial & operational insights from customers’ ERP systems
  • Early success with technology-led professional services for advanced analytics and data science; identified further market opportunity for automation of financial and operational reporting from multiple, disparate ERP systems
  • Pivoted to SaaS model providing for data preparation and intelligence automation; now reached >$2 million US ARR
  • Successful Seed round with institutional investors and preparing for Series A

Advisory support provided

  • Interim finance leadership
  • Product positioning and business model
  • Fundraising support; both debt and equity

Outcomes

  • Successful institutional Seed round with follow-on, preparing for Series A
  • Exit for early investors at >10x original investment

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