INDUSTRIES

Technology, Software and SaaS

R&D credits, capital strategy, AI solutions, and investor-grade metrics for software operators.

02 / 09 Industries

Technology, Software and SaaS

Highest leverage in our practice. Most under-claimed credits in the country.

Most software businesses we meet are leaving R&D tax credits on the table, sometimes meaningfully, because their accountants are not built to evaluate Section 41 against an engineering organization. We are. The four-part test maps cleanly to most software development work; the documentation discipline does not, and that is the gap we close.

Beyond credits, technology businesses are where our Capital Markets, Applied Intelligence, and Strategic Advisory practices intersect most tightly. SaaS companies need different metrics than service companies, different financing structures than asset-heavy businesses, and different exit narratives than legacy software. We bring playbooks calibrated to ARR, NRR, gross margin, burn multiple, magic number, and the diagnostics modern software investors actually underwrite against.

Where the value is created

Software value is a function of the metrics a buyer or investor will underwrite, net revenue retention, gross margin, the efficiency of growth, and the credits and structure that protect the cash funding it. We make the R&D credit a recurring source of non-dilutive capital, build the board-grade metrics layer investors expect, and prepare the equity story long before a round or a sale, so the company is always raising or selling from a position of evidence rather than narrative.

Where we work most

R&D Tax Credit the highest-impact federal credit available to software businesses, supported by TaxVantage.ai

Capital Raising across seed, growth, and growth-stage equity and venture debt

Sell-Side M&A for founder-owned software businesses preparing for strategic or sponsor exits

Custom AI Solutions for software businesses whose own workflows deserve embedded, governed intelligence

OccamsOS for the metrics, board reporting, and audit readiness that software investors expect

A representative engagement.

A vertical-SaaS founder starts with an R&D credit engagement and TaxVantage.ai, adds OccamsOS for board reporting as a raise approaches, and engages Capital Markets for the growth round itself, one firm carrying the metrics story from the engineering organization all the way to the term sheet.

Designed For

Founder-led B2B and B2C software businesses, SaaS platforms in the $1M–$50M ARR range, vertical software operators, and sponsor-backed platforms running acquisition strategies.