The client, a leading provider of personalized student experience and career services solutions for higher education institutions, engaged Encore Partners in advance of a sell-side process. With best-in-class financial results and KPIs, the client was focused on developing a data room-ready catalog highlighting their retention metrics, customer cube analysis, and SaaS-specific KPIs in a repeatable and traceable manner.

Due to accelerated timelines and the need to rapidly update the data room after each monthly close, an automated solution consolidating key KPIs from the client’s ERP and other data platforms was required. The Encore team integrated directly into the client’s finance team to develop revenue, contract cube, and KPI reporting infrastructure. This enabled the clear communication of metrics across revenue retention, go-to-market, and other critical KPIs to buyers during the exit process.

Utilizing the granular reporting put in place with Encore, the client was able to provide updates to buy-side firms at T+1 once financials were closed. Additionally, the new high-fidelity reporting allowed for a highly streamlined QoE process and provided management the ability to answer inbound diligence requests in real time and at the highest levels of client and sub-segment granularity.