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Newsroom and Blogs


Crunchbase News: Gross Profit Margin: Why You Should Care, And How You Can Improve It
As a founder or CEO of a SaaS company, one of the metrics your investors and buyers will probably scrutinize most closely is your gross profit. The article covers what gross profit is, why it matters and how you can improve it. Read More on Crunchbase News
Sep 5, 20231 min read


Crunchbase News: A Strategic Or PE Firm Wants To Buy Your Company. Now What?
When opportunity knocks, a quick read on questions to consider and strategies on ensuring you get a competitive offer. Read More on Crunchbase News
Aug 7, 20231 min read


Preparing Your Bootstrapped Company for a Successful Funding or Exit - 2H 2023
At Allied Advisers, we have advised bootstrapped companies on growth financing from leading PE firms and exits to Fortune 50 companies. While institutional backed companies have a natural cadence of raising rounds of private capital every 12 to 24 months, followed by an eventual exit via M&A or IPO, bootstrapped companies don’t have such deal experience and can hence be flat footed when it comes to executing a funding round or exit process. Some notable companies which were b
Jul 24, 20231 min read


Allied Advisers Sector Update on Automation Software - 2H 2023
Allied Advisers is publishing our sector update on Automation Software which provides an overview of this important segment, recent exciting trends, the transactional market and active acquirers and investors in the ecosystem. Automation technologies are becoming increasingly pervasive across industries driven by the clear opportunity to achieve great improvements in productivity, process efficiencies and reduce human errors. Tailwinds to this sector have been strengthened b
Jul 4, 20231 min read


Allied Advisers Served as Exclusive Sell-side Advisor to OpsCruise on their exit to Virtana
Allied Advisers is thankful to have served our client OpsCruise as exclusive sell-side advisor on this transaction. Read the full press release
Jun 16, 20231 min read


Allied Advisers Served as Exclusive Sell-Side Advisor to OpsCruise on Their Exit to Virtana
Summary: Allied Advisers is pleased to congratulate OpsCruise on its exit to Virtana. OpsCruise provides an AI-powered infrastructure monitoring and observability platform designed to help organizations manage the performance and availability of complex, cloud-native environments. Virtana delivers a platform for hybrid cloud infrastructure monitoring, performance optimization, and capacity planning for enterprise IT environments. The transaction expands Virtana’s observabilit
Jun 15, 20231 min read


Allied Advisers Served as Sell-Side Advisor to pVerify on their acquisition by DoseSpot & PSG
Allied Advisers is thankful to have served our client pVerify as exclusive sell-side advisor on this transaction. pVerify’s SaaS solution helps improve patient access to healthcare and maximize practice revenue by streamlining front-end insurance eligibility, authorization and benefits verification. The company’s mission-critical API-driven platform enables healthcare providers deliver care that patients need much more quickly. Read the full press release
Jun 7, 20231 min read


Allied Advisers Served as Sell-Side Advisor to pVerify on Their Acquisition by DoseSpot / PSG
Summary: Allied Advisers is pleased to congratulate pVerify on its acquisition by DoseSpot, backed by PSG. pVerify provides real-time insurance verification and eligibility solutions that help healthcare providers automate patient coverage checks and improve revenue cycle efficiency. DoseSpot offers a leading ePrescribing platform used by healthcare providers to manage medication prescribing and pharmacy connectivity. The transaction expands DoseSpot’s capabilities in eligibi
Jun 6, 20232 min read


Flavors of SaaS 1H 2023 Update
Horizontal SaaS vs. Vertical SaaS - Which flavor of SaaS do you prefer? Allied Advisers updated our previously published Flavors of SaaS report where we include an analysis across a select group of companies comparing operational metrics across the two flavors of SaaS; Horizontal SaaS and Vertical SaaS. As advisors who have worked across both flavors, we see interesting differences. While Horizontal SaaS companies generally have larger TAM, Vertical SaaS companies can be more
May 2, 20231 min read


Forbes: Partnerships Can Serve As Catalyst For Premium Exit Outcomes To Strategics
While Private Equity (PE) continues to aggressively acquire technology companies , strategic buyers still dominate the technology buyer landscape both in terms of volume and number of transaction and are generally the preferred path for exit for founders and management teams. Unlike their PE counterparts whose focus is to acquire companies with well-defined processes at lightning speed, the exit process with strategics can be slower and more nuanced. The article covers some
Apr 20, 20231 min read


Customer Retention Metrics in SaaS –Why They Matter So Much
Top Tier SaaS businesses are successful not at just winning new customers but also at retaining and upselling the existing client base. Revenue growth from current customers comes at a lower cost compared to new client revenue, demonstrates product stickiness and brings additional significant benefits; therefore, capturing and tracking retention should be top of mind for founders and management teams. The two most important metrics for measuring retention are Gross Revenue
Apr 4, 20231 min read


Brief Analysis (SaaS): Rule of 40 - 1H 2023 Update
Allied Advisers updated Brief Analysis (SaaS): Rule of 40 report for 1H2023, shows that software companies which exceed Rule of 40 continue to trade at significant premium valuations compared to companies that fall below Rule of 40. In today’s challenging market conditions, we are seeing clients and prospects who meet or exceed Rule of 40 are getting multiple bids at valuation multiples that exceeds their peers who don’t. Rule of 40 continues to become more fashionable in t
Mar 20, 20231 min read


Allied Advisers client DDI noted in CB Insights Article on Walmart Tech Strategy
Read the full article here
Feb 23, 20231 min read


Allied Advisers Sector Update on AI / ML 1H 2023
Allied Advisers is publishing our Sector Update on AI & ML which covers recent exciting trends, the transactional environment and active players in the ecosystem. We even had ChatGPT compose a poem for us on the “Future of AI” for the sector update and true to form, the result was amazing! We are hopeful that ChatGPT’s composition presented in our report makes the vision of human and machine working together in harmony come true! Read the full report here
Feb 7, 20231 min read


Allied Advisers has been listed in the top 100 companies by SI 100 edition
Allied Advisers is listed in Silicon India 100 most promising companies founded and managed by Indians in the U.S. for 2022. Read the full article here:
Dec 9, 20221 min read
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