Welcome to Cordes Consulting

We are a financially-focused, SaaS management consulting firm, specifically tailored to the needs of software and Software-as-a-Service (SaaS) businesses. We provide clients with SaaS financial modeling and analysis solutions, strategic business and operating insights, and general support to grow or convert to “subscription-based” business models. Cost effective services, with the flexibility to perform engagements on an expedited basis. Expert SaaS management consulting services you can trust.

Knowledgeable Experts.   Focused Engagements.   Immediate Results.

What we do

We help clients "understand and improve their business performance!"

When you need additional, experienced financial resources to help guide you through periods of change, growth, or capital structuring -- we have the knowledge and experience of having successfully accomplished it before. Our experience is particularly strong for SaaS businesses and software companies desiring to migrate to subscription-based business models. We provide the analytical tools and knowledge to perform financial modeling and analysis, to evaluate current business metrics, future projections, and what-if scenarios. In addition, we provide SaaS management consulting services targeting operational improvements and growth strategies.

SaaS Financial Modeling

Development of operating and financial models for SaaS and emerging technology companies, including pricing models, business projections, and performance analysis.

Fundraising & Transaction Support

Analysis of operating & growth strategies, fundraising strategy, support data room activities, investment capital for aligned opportunities, and deal execution support including due diligence.

SaaS Management Consulting & Advisory

Development of financial and KPI measurements, strategic planning, operational improvement studies and projects, and industry analysis.

Outsourced CFO Services

Focus includes sales model planning, headcount & human resources planning, cash burn management, marketing lead and lead funnel analysis, debt and equity capital raising and board-level planning.

Key Accomplishments

SaaS Financial Modeling & Analysis

Completed over 300 SaaS financial modeling engagements

Develop Growth Strategies Services

Management Consulting & Advisory

Trusted financial consultant & advisor to more than 40 partners

Fundraising & Transaction Support

Completed 15 debt, equity, and M&A transactions

Fundraising & Transaction Support

Accomplished angel investor – 24 investments with 4 successful exits

SaaS Financial Modeling & Analysis

Developed integrated SaaS financial model building blocks

Develop Growth Strategies Services

Successful client engagements are the cornerstone of our business. We focus on opportunities where we can apply the depth of our knowledge and experience to evaluate current financial metrics, and the impact to these metrics in future years, under different operating and growth strategies. Our engagements run the full spectrum of activities from the development of business models to measure current SaaS metrics, to the evaluation of alternative growth strategies and their impact on cash flow, profitability, and valuation.

Here are examples of our work.

RightSmith Consulting Project
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Client Testimonials

No matter how we view the quality of our work, the only opinion that really counts is what our clients think and say about the materials we deliver and the advice we provide. If a client isn’t happy with our work, then we aren’t happy with the work. We always strive to pay attention and understand the nuances of the assignment and what really matters to the client. You will find us responsive to real-world issues, schedules, and dynamic business conditions. Finally, the only way to win repeat business is to go above and beyond the client’s expectations.

See what clients say about Cordes Consulting …

Extremely thankful to have expert help …

Cordes Consulting provides expert help to Geekatoo

Will has helped us in a variety of ways, from defining alternate business strategies and modeling their business impact, to providing needed information to support additional capital funding. We knew from the beginning that we were in good company with the questions he asked us about our business. Since he’s invested, he’s offered to help us many times, including how to think about future valuation and the components that make this up. As we move into our Series A territory, I’m extremely thankful we have Will’s expert help with us to navigate the process and ensure we’re on the right track.

Kevin Davis, CEO

Extraordinarily responsive and repeatedly took the initiative …

I worked with Will on a complex transaction with evolving regulatory requirements, higher than normal leverage and a tight timeline.  Will worked extraordinarily hard to get up to speed with the industry and the multiple anomalies in the deal.  He was extraordinarily responsive and repeatedly took the initiative to prepare client documents before I asked for them.  I would hire Will again in a heartbeat.

Tom Fencl, Managing Partner
Wisper Ventures

Very knowledgeable and responsive …

I would highly recommend Will for your financial modeling and consulting needs.  While participating in Y Combinator, we needed help building a financial model and we came across Will’s website.  Will is very knowledgeable and super responsive.  We look forward to partnering with Will on future projects.


Wayne Anderson, Founder & CPO

Experts in transitioning to a subscription sales model …

We brought in Cordes Consulting to help us transition from a legacy perpetual license sales model to a subscription sales model given their expertise within SaaS. Will and the Cordes Consulting team proved to be very knowledgeable of the space and worked hand-in-hand with our team every step of the way. Cordes Consulting would be an asset to any software business in need of financial and business modeling services.

Karsten Newbury, SVP and GM
Gerber Technology

Immediately impressed with their experience and knowledge …

We were in the market for a fractional CFO to help us build a financial model and prepare us for a potential fundraise, but had difficulty locating someone with a strong SaaS background. Eventually, we teamed with Cordes Consulting and were immediately impressed with their experience and knowledge. Cordes Consulting quickly generated a complete financial model and acted as the internal finance lead on our $5 million Series A fundraise.

Benny Baltrotsky, CSO
eSUB Construction

Efficiently created presentation and deal materials for fundraise …

Cordes Consulting provided strategic consulting services and immediately fit in like an active team member. They worked quickly and efficiently and tackled every obstacle in what ultimately became a complex project. We would highly recommend their services to anyone considering the use of a consultant for any sort of financial engagement.

Paul Mulvaney, Principal
SE Capital
Improve your business performance -- contact Cordes Consulting today.

Cordes Consulting is a Chicago based consulting firm specializing in financial services for Software-as-a-Service (SaaS) and emerging technology businesses. We offer free initial consultations to evaluate how we can help you. If you would like to discuss a potential consulting assignment, or just have a question about our business we are always available to help you.

Cordes Consulting, LLC
710 N. Orleans, Unit A
Chicago IL 60654

Telephone: +1 513-312-8476
E-mail: Will@SaaSFinancialConsulting.com

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