Management Consulting & Advisory Services

SaaS Management Consulting & Advisory Services

SaaS Management Consulting & Advisory Services

Many of our customers are frequently in need of financial SaaS management consulting services but do not want to commit to a larger third-party provider due to cost. The other consideration is to consider a full-time hire but for most clients, this is also a tough decision as these resources are typically expensive and they may not be properly staffed once on board. Cordes Consulting fills that void by offering traditional management consulting services (go-to-market strategy, product roll out strategy, market sizing and market entry analysis, human resources growth and augmentation planning) and M&A advisory at highly competitive prices.

How can Cordes Consulting help you?

We tend to work with our customers on flexible engagements in order to provide maximum value to the business. Legacy consulting models tend to operate with bloated cost and team structures and add complexity that may not be necessary for a given project. We cut out the fluff and focus on delivering a high-quality work product in condensed time frames.

Highlights of SaaS Management Consulting & Advisory Services engagements we have completed


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Models Partnership Impact  - Geekatoo Testimonial

Geekatoo's management team needed help to build out financial projections, model different financial scenarios, and develop strategic plans for future fundraising rounds. As we worked through the financial projection exercise, we realized how crucial future partnerships were to the business model and focused on modeling realistic partnership and pricing scenarios and their impact on performance.


Transition to Subscription Sales Model - Gerber Case Study

Gerber Technology was evaluating a potential shift from a perpetual license sales model to a subscription sales model and was looking for a consultant with significant expertise in this transitory process. The two business strategies have significant differences and require management to focus on various metrics to measure success and highlight operating and financial hurdles associated with this business model.


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Series B Fundraising - Geofeedia Case Study

Geofeedia began working with Cordes Consulting to quickly scale financial reporting within their growing business. After working on building out and implementing FP&A and board-level reporting, Geofeedia turned to Cordes Consulting for additional work improving operational gaps and supplementing the company's resources focused on a strong growth strategy.


What sets us apart?

Will Cordes SaaS Management ConsultingWe live and breathe SaaS, and spend the vast majority of our time working with SaaS and software businesses. This specialization allows us to provide laser-focused insights across all engagements. In addition, Cordes Consulting professionals have over ten years of software and technology M&A/Advisory experience. We have worked in every phase of the M&A process and can provide value-added insights to any deal sourcing or deal execution process.

If you are considering bringing on a third-party consultant or advisory practice to perform strategic analysis or to provide insight around a potential M&A process or opportunity, give us a call. We have the expertise, flexibility and insight to provide you relevant services and solve the task at hand quickly and efficiently.

Our Customer Testimonials Highlight the Skills, Knowledge, and Accomplishments
Cordes Consulting Brings to Every SaaS Management Consulting Engagement.
See what customers 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

How can we help you?

Questions? Feel free to reach out about any potential opportunity, project, or investment opportunity. We are always willing to help.

If you are a SaaS or software focused business looking for financially focused SaaS Management Consulting, or M&A Advisory services, look no further. We are experts in SaaS Management Consulting and focus exclusively on this area. We are responsive to your project timeline and can provide consulting services that produce results.

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

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