B2B Software Advisory

Unlocking value in B2B SaaS for Private Equity

Asseturn partners with management teams and institutional investors of B2B software companies to accelerate growth, sharpen execution, and maximize returns.

Value Creation
M&A Due Diligence
Board Advisory
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25+
Years in B2B SaaS
2
PE-Backed Exits
10+
Engagements with PE Portfolio Companies

What We Do

Advisory services built for PE-backed software

We bring practitioner expertise — not consulting theory — to help investors and management teams drive measurable outcomes across the investment lifecycle.

01

Value Creation

Applying a decade of best practices as a Sales and Business Development leader to accelerate growth at B2B SaaS companies.

  • Sales operating model redesign
  • Go-to-market effectiveness
  • Pipeline governance & analytics
  • RevOps technology & processes
  • Pricing, packaging & alliances
  • Sales incentives alignment
  • Go-to-market campaign execution
  • Product strategy & portfolio review
02

M&A Due Diligence

Leveraging decades in Fintech as practitioner, executive and investor to help institutional investors evaluate M&A opportunities with confidence.

  • Investment opportunity assessment
  • Commercial & GTM due diligence
  • Management presentation review
  • Synergy identification
  • Post-acquisition strategy planning
  • Integration & growth plans
03

Board Advisory

Serving as independent board director and executive coach to align management teams with investor KPIs and drive disciplined governance.

  • Independent board directorship
  • Executive interviewing & onboarding
  • Corporate governance frameworks
  • Operational efficiency advisory
  • Cross-functional alignment
  • Center of Excellence strategy

Service Detail

Value Creation
& Sales Efficiency

We work directly with CROs and sales leadership to diagnose execution gaps, redesign the sales operating model, and implement sustainable governance that translates pipeline into revenue.

From territory planning to RevOps technology selection, our engagements are structured for rapid impact — typically delivering measurable pipeline improvements within the first 90 days.

Sales Operating Model

Clarify roles, optimize hunter/farmer/CSM structure, and ensure territory coverage eliminates whitespace.

GTM Effectiveness

Campaign selection, prioritization, and cross-team alignment to increase conversion and win rates.

Pipeline Governance

MEDDPICC-based qualification, pipeline hygiene, forecasting cadence, and close planning.

Revenue Analytics

AI-assisted pipeline health assessment, leading indicator tracking, and board-ready reporting.

RevOps & Technology

CRM (Salesforce, HubSpot) and revenue intelligence (Clari, Ebsta) optimisation and process design.

Pricing & Alliances

Package design to improve upsell/cross-sell, and alliance partner selection and GTM collaboration.

GTM Campaign Execution

Design, prioritise, and execute targeted GTM campaigns aligned to ICP, product strengths, and market appetite.

Product Strategy & Portfolio Review

Review product portfolio alignment with market demand; advise on investment prioritisation and packaging to maximise revenue potential.

Service Detail

M&A Due
Diligence

With decades of operating experience across PE-backed Fintech businesses — including two successful exits — we bring a practitioner lens to commercial due diligence that financial analysts alone cannot replicate.

We have served as both the subject of diligence and as an advisor, giving us a unique vantage point on where management presentations fall short and where real risk lies.

Market Scanning

Identify and assess investment opportunities in Capital Markets and Fintech domains.

Commercial Due Diligence

Independent review of market potential, growth plans, and investment business case beyond management forecasts.

Management Assessment

Attend management presentations and provide independent perspectives on team quality and execution credibility.

Synergy Analysis

Identify revenue and cost synergies; advise on the robustness of the investment thesis.

Post-Acquisition Strategy

100-day planning, growth and integration roadmaps aligned to investor return requirements.

Operational Efficiency

Plans to optimise cost structure while preserving growth capacity post-close.

Service Detail

Board Advisory
& Executive Coaching

We serve as a trusted independent voice in the boardroom — bridging investor expectations and management execution. Our advisory work extends to coaching executives through transformation, onboarding new leadership, and driving operational discipline.

Having sat at the board table at multiple PE-backed companies, we understand how to translate investor KPIs into operating priorities that management teams can execute against.

Independent Board Director

Serve as an objective voice advising on growth strategy, governance, and investor alignment.

Executive Interviewing

Define target profiles, participate in interviews, and advise on candidate selection for senior roles.

Revenue Growth Acceleration

Partner with CEOs and CROs to identify and unlock revenue growth levers across sales, product, and go-to-market strategy.

Executive Onboarding

Structured onboarding to align incoming executives with CEO and investor strategic priorities.

Operational Efficiency

Identify automation opportunities and eliminate non-essential processes to improve margins.

Cross-Functional Alignment

Improve collaboration between Sales, Product, and Services to reduce friction and accelerate delivery.

Center of Excellence

Leverage cost-optimised centres of excellence to provide scale without proportional headcount growth.

Track Record

Representative Engagements

Worked with institutional investors and management teams of software firms across a variety of engagements.

Client Company Sector PE / Investor Owner Engagement Type

Results

Recent Case Studies

A sample of outcomes delivered for portfolio companies and their investors.

Value Creation

Leading Automotive Benchmarking Software

EU-headquartered global B2B SaaS company — leading provider of automotive benchmarking data

Challenges
  • Top-of-funnel gaps; sales tied up in renewals rather than new business
  • Pipeline opacity and deals regularly slipping vs. forecast
  • NRR declining due to missed renewals and unclear account ownership
Our Refinements
  • Restructured GTM campaigns on core products, targeting sweet-spot segments
  • Hired and trained inside sales for outbound lead generation
  • Implemented pipeline review, MEDDPICC qualification, and close-plan processes
  • Aligned sales incentives to new business, deal profitability, and quarterly urgency
Results
  • Multi-million dollar qualified pipeline increase through improved GTM and inside sales
  • Deal conversion ratios improved materially vs. beginning-of-quarter pipeline
  • Reduced churn risk across key clients — improved NRR by year end
Value Creation

Leading Fintech Data Management Software

Global B2B SaaS provider of financial markets Enterprise Data Management software

Challenges
  • Slowing growth; unclear value proposition and unstructured GTM motions
  • Team misalignment between sales, CSM, and inside sales roles
  • Weak governance — missed forecasts, poor pipeline analytics
Our Refinements
  • Redesigned target operating model with clear hunter/farmer/CSM delineation
  • Instituted regular pipeline reviews, MEDDPICC qualification, and QBRs
  • Value proposition workshops refining ICP, messaging, and campaign design
  • Scaled RevOps — upgraded Salesforce, deployed Clari for revenue intelligence
Results
  • >100% of budget achieved in the succeeding quarter
  • Multi-million dollar pipeline generated from new structured GTM campaigns
  • QBRs and pipeline reviews fully operationalised through Clari, reducing sales overheads

About Us

Mayank Shah

Managing Partner, Asseturn

Over 25 years of experience working in Financial Technology — driving growth, transformation, and operational efficiency across Fintech companies, investment banks, and asset management firms.

Since founding Asseturn in 2024, Mayank has advised PE investors on Value Creation and Due Diligence of mid-market B2B SaaS firms, bringing a rare combination of operating depth and investor fluency to each engagement.

COO / Chief of Staff at two PE-backed Fintech exits (Thoma Bravo, Bridgepoint)
Deep expertise in Capital Markets, Asset Management & Fintech technology
Former Associate Partner, IBM Global Business Services
Senior Manager, KPMG Consulting / BearingPoint
Fintech product leadership at Citadel Technology
Mayank Shah
2024 –
Present

Asseturn — Managing Partner

Value Creation and M&A Due Diligence advisory for PE-backed B2B SaaS companies.

2021 –
2023

Adenza (Thoma Bravo) — COO / Chief of Staff

Led M&A integration of Calypso + AxiomSL; managed board initiatives, sales operations, and successful exit within 2 years.

2014 –
2021

Calypso Technology (Bridgepoint / Summit) — COO / CoS

Led migration from founder-driven to institutionally owned company; managed M&A, strategic planning, and successful exit to Thoma Bravo at very high IRR.

2010 –
2014

Citadel Technology — Senior Product Manager

Front office technology for asset managers and asset owners within Citadel's software licensing group.

2000 –
2010

IBM / KPMG / BearingPoint

Associate Partner and Senior Manager guiding financial executives on large-scale business and technology transformation.

Get in Touch

Start a Conversation

Whether you are a PE investor evaluating a deal, an operating partner looking to accelerate a portfolio company, or a CEO seeking an experienced advisor — we welcome the conversation.

Firm Asseturn Advisory
Focus PE-backed B2B SaaS | Fintech | Capital Markets Technology
Engagement Types Value Creation · M&A Due Diligence · Board Advisory
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