FinOps for FinTech: Supporting a SaaS Transition, Capital Raise & Strategic Exit
Marion Street Capital helped a tech-enabled fund administrator that chose to pivot toward a SaaS business model, create a clear narrative, sound financial forecasting, and a strategic path to liquidity.
The Most Pressing Challenge
FinTechCo faced a multifaceted transition that required urgent execution:
Business Model Overhaul: Moving from services to SaaS demanded new financial models and investor-facing materials.
Capital Pressure: $5MM in total financing was needed—$2.5MM in equity and $3MM in debt refinancing.
Strategic Uncertainty: Leadership needed clarity on burn, breakeven, and margin pathways.
Tight Timeline: The company had 30 days to begin the execution of a capital raising initiative and present results to the board.
How Marion Street Capital Solved the Most Pressing Challenge
MSC deployed a focused FinOps strategy to support both capital formation and a potential exit.
Financial Modeling & Strategic Planning
Built SaaS-specific projections, unit economics, and multiple runway scenarios.
Aligned the financial story with investor diligence standards.
Investment Readiness
Recrafted the pitch deck and investor script to highlight the business turnaround.
Built a professional-grade data room to streamline buyer diligence.
Investor Outreach & Exit Advisory
Positioned the company to over 20 strategic funds.
Managed communications and deal framing through a competitive bid process.
Provided diligence support during final negotiations with two strategic buyers.
Outcome: FinTechCo was acquired by a global fund administrator on strategic terms. Marion Street Capital remained embedded in final diligence, financial vetting, and scenario modeling to maximize deal certainty.
“Marion Street helped us with everything–from getting our financials and deck investor-ready to running a targeted outreach process and joining investor meetings. As a small team, their support gave me leverage to focus on operations while still running an efficient fundraising effort. In the end, we got acquired–and I’m confident we would’ve closed financing had we needed to.”
- Blake Schneider, FinTechCo COO
Frequently Asked Questions
1. What kind of company was featured in this case study?
A tech-enabled fund administration platform transitioning into a SaaS business model. The company offered both back-office financial services and proprietary software before pivoting to emphasize recurring revenue.
2. What was Marion Street Capital’s role in the engagement?
MSC led financial modeling, investor communications, pitch development, and managed the entire capital formation process, culminating in a strategic acquisition. We also advised on deal framing and supported diligence to close the transaction.
3. How much capital was raised?
$5 million in total: $2.5 million in equity and $3 million in debt refinancing. The capital was used to extend runway, fund SaaS development and Go-To-Market execution, and position the company for sale.
4. What made this exit successful?
A combination of:
Investor-grade financial storytelling
A well-structured data room
A competitive bid process with multiple strategic buyers
Real-time scenario analysis to support final negotiation
5. Does MSC only work with FinTech companies?
No. While we have deep expertise in financial services, MSC advises growth-stage companies across sectors—particularly those seeking capital, financial clarity, or exit readiness.
6. How quickly can MSC support a company in crisis or transition?
This project began with a tight cash runway of 8 months and a timeline of 30 days to begin executing a capital raise. Our team is built for urgency—we deploy actionable financial tools and investor materials in record time.